Other · DOL Form 5500 · 2023
Wes Health System Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 31st
- Percentile by assets National rank
- $8,771
- Avg per participant Low balance/head
Official DOL plan name: Wes Health System 403(b) Plan · Sponsored by Wes Health System · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 233 participants
Wes Health System's Wes Health System 403(b) Plan reported $2M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,188 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Wes Health System 403(b) Plan covers 233 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.
- #5,188
- in Healthcare & Social Assistance (17,684 peers)
- +15.6%
- assets growth YoY
Wes Health System 403(b) Plan among the smaller filed plans by assets
Wes Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,043,591 31st percentile higher than 31% 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
Wes Health System 403(b) Plan 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. Wes Health System 403(b) Plan sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wes Health System 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wes Health System 403(b) Plan reported net income fell from $311K in the plan year 2022 filing to $276K in the plan year 2023 filing.
- Wes Health System 403(b) Plan reported participants fell from 239 in the plan year 2022 filing to 233 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 233048845 · Wes Health System PY 2023 · Other
Wes Health System 403(b) Plan · $2M · 233 · 31st
- EBSA $2M
- PART 233
- TYPE 31st
- NET Other
- BOOK near DC Scholars Public Charter School 403(b) Retirement Plan
- VS-ST ind #5188
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 →
Wes Health System 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $276K |
| Employer EIN | 233048845 |
| Plan Effective Date | 2004-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wes Health System)
Sponsor-wide plan assets over time
All Wes Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 52.3993814324771% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 255 | $5M |
| 2023 | 1 | 233 | $2M |
| 2024 | 1 | 244 | $2M |
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
Wes Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is DC Scholars Public Charter School 403(b) Retirement Plan in DC ($2M); by covered participants it is Northwest Human Services 403(b) Plan in OR (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Northwest Human Services 403(b) Plan (OR) 233 · 0 off
- Oregon Episcopal School Defined Contribution Retirement Plan (OR) 233 · 0 off
- Metro Housing Boston 403(b) Plan (MA) 233 · 0 off
- The Root Center for Advanced Recovery 403(b) Plan (CT) 233 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.