Other · DOL Form 5500 · 2023

Elm Terrace Gardens Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
219
Participants Below avg headcount
44th
Percentile by assets National rank
$22,828
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Elm Terrace Gardens · Sponsored by Elm Terrace Gardens · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 219 participants

Elm Terrace Gardens's Retirement Plan of Elm Terrace Gardens reported $5M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,541 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Retirement Plan of Elm Terrace Gardens covers 219 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#8,541
in Healthcare & Social Assistance (17,684 peers)
+2.9%
assets growth YoY

Retirement Plan of Elm Terrace Gardens's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Elm Terrace Gardens vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,999,228 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Retirement Plan of Elm Terrace Gardens 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. Retirement Plan of Elm Terrace Gardens sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Elm Terrace Gardens reported net income fell from $748K in the plan year 2022 filing to $143K in the plan year 2023 filing.
  • Retirement Plan of Elm Terrace Gardens reported participants rose from 165 in the plan year 2022 filing to 219 in the plan year 2023 filing.
  • Retirement Plan of Elm Terrace Gardens end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232132688 · Elm Terrace Gardens PY 2023 · Other

Retirement Plan of Elm Terrace Gardens · $5M · 219 · 44th

  • RANK $5M
  • RANK 219
  • RANK 44th
  • RANK Other
  • RANK near 403(b) Thrift Plan for Employees of Community Drug Board, Inc.
  • RANK ind #8541

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 →

Retirement Plan of Elm Terrace Gardens in the asset neighbourhood

Clarity Care, Inc Retirement PlanClarity Care, Inc Retirement…$5MRetirement Plan of Elm Terrace GardensRetirement Plan of Elm Terra…$5M403(b) Thrift Plan for Employees of Community Drug Board, Inc.403(b) Thrift Plan for Emplo…$5MRetirement Plan of Valley Hospice, Inc.Retirement Plan of Valley Ho…$5MThe Council on Recovery 403(b) PlanThe Council on Recovery 403(…$5M
End-of-year total assets ($M) among Retirement Plan of Elm Terrace Gardens and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$143K
Employer EIN232132688
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elm Terrace Gardens)

Sponsor-wide plan assets over time

All Elm Terrace Gardens plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.686972228159279% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.86M $4.39M ▼ -9.7%
Year Plans Participants Total Assets
2022 1 165 $5M
2023 1 219 $5M
2024 1 205 $4M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Retirement Plan of Elm Terrace Gardens vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Retirement Plan of Elm Terrace Gardens, Total assets ($B): 0.004999228 · Participants: 219Retirement Plan of Elm Terrace GardensThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Retirement Plan of Elm Terrace Gardens vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Elm Terrace Gardens side-by-side with 3 peers →

Retirement Plan of Elm Terrace Gardens's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for Employees of Community Drug Board, Inc. in OH ($5M); by covered participants it is Origami Rehabilitation Retirement Plan in MI (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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.

Frequently Asked Questions

How did Retirement Plan of Elm Terrace Gardens assets move in 2023? ▼
Retirement Plan of Elm Terrace Gardens edged up modestly - up 2.9% during 2023, from $5M to $5M. Reported net income was $143K.
How have Elm Terrace Gardens plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elm Terrace Gardens's sponsor-wide assets declined 9.7%, from $5M to $4M.
Which Other plans are similar in size to Retirement Plan of Elm Terrace Gardens? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Community Drug Board, Inc. in OH ($5M, 131 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Elm Terrace Gardens? ▼
Among Other plans in other states, the closest by covered participants is Origami Rehabilitation Retirement Plan in MI (219 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232132688.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.