Other · DOL Form 5500 · 2023
Jewish Association on Aging and Affiliated Programs Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $38,565
- Avg per participant Low balance/head
Official DOL plan name: Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs · Sponsored by Jewish Association on Aging and Affiliated Programs · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 106 participants
Jewish Association on Aging and Affiliated Programs's Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs reported $4M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,682 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs covers 106 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #7,682
- in Healthcare & Social Assistance (17,684 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs's mid-pack asset rank among Healthcare & Social Assistance and all filers
Defined Contribution Pension Plan for Employees 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
$4,087,913 41st percentile higher than 41% 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
Defined Contribution Pension Plan for Employees 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. Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs reported net income fell from $220K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
- Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs reported participants fell from 129 in the plan year 2022 filing to 106 in the plan year 2023 filing.
- Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 251720606 · Jewish Association on Aging and Affiliated Programs PY 2023 · Other
Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs · $4M · 106 · 41st
- EBSA $4M
- PART 106
- TYPE 41st
- NET Other
- BOOK near Southeastern Guide Dogs, Inc. Retirement Plan
- VS-ST ind #7682
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 →
Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$120K |
| Employer EIN | 251720606 |
| Plan Effective Date | 1995-07-01 |
| 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
Defined Contribution Pension Plan for Employees 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 Southeastern Guide Dogs, Inc. Retirement Plan in FL ($4M); by covered participants it is 403(b) Thrift Plan of Senior Resources of West Michigan in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.