Other · DOL Form 5500 · 2023
Jewish Association on Aging and Affiliated Programs Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $48,708
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs · Sponsored by Jewish Association on Aging and Affiliated Programs · Pennsylvania · Healthcare & Social Assistance
$8M in assets, 171 participants
Jewish Association on Aging and Affiliated Programs's 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs reported $8M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #10,650 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs covers 171 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #10,650
- in Healthcare & Social Assistance (17,684 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,329,016 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs reported net income rose from -$627K in the plan year 2022 filing to -$431K in the plan year 2023 filing.
- 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs reported participants fell from 205 in the plan year 2022 filing to 171 in the plan year 2023 filing.
- 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251720606 · Jewish Association on Aging and Affiliated Programs PY 2023 · Other
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs · $8M · 171 · 55th
- RANK $8M
- RANK 171
- RANK 55th
- RANK Other
- RANK near Apostolic Christian Home Employees Retirement Plan
- RANK ind #10650
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$431K |
| Employer EIN | 251720606 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Association on Aging and Affiliated Programs)
Sponsor-wide plan assets over time
All Jewish Association on Aging and Affiliated Programs plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 2.1302864161669404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 334 | $13M |
| 2023 | 2 | 277 | $12M |
| 2024 | 2 | 259 | $13M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Apostolic Christian Home Employees Retirement Plan in KS ($8M); by covered participants it is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.