Other · DOL Form 5500 · 2024

Fellowship Health Resources, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
355
Participants Below avg headcount
50th
Percentile by assets National rank
$21,095
Avg per participant Low balance/head
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Official DOL plan name: Fellowship Health Resources, Inc. 403(b) Plan · Sponsored by Fellowship Health Resources, Inc. · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 355 participants

Fellowship Health Resources, Inc.'s Fellowship Health Resources, Inc. 403(b) Plan reported $7M in total assets and 355 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,209 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Fellowship Health Resources, Inc. 403(b) Plan covers 355 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#9,209
in Healthcare & Social Assistance (16,916 peers)
+8.7%
assets growth YoY

Fellowship Health Resources, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fellowship Health Resources, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,488,836 Top 50% higher than 50% of 123,620 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 2024

Fellowship Health Resources, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fellowship Health Resources, Inc. 403(b) Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fellowship Health Resources, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $598K in the plan year 2024 filing.
  • Fellowship Health Resources, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Fellowship Health Resources, Inc. 403(b) Plan reported participants fell from 385 in the plan year 2023 filing to 355 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 050373414 · Fellowship Health Resources, Inc. PY 2024 · Other

Fellowship Health Resources, Inc. 403(b) Plan · $7M · 355 · 50th

  • BOOK $7M
  • BOOK 355
  • BOOK 50th
  • BOOK Other
  • BOOK near Oak Spring Garden, LLC 403(b) Plan
  • BOOK ind #9209

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 →

Fellowship Health Resources, Inc. 403(b) Plan in the asset neighbourhood

House of Ruth Retirement and Employee Savings PlanHouse of Ruth Retirement and…$7MFellowship Health Resources, Inc. 403(b) PlanFellowship Health Resources,…$7MOak Spring Garden, LLC 403(b) PlanOak Spring Garden, LLC 403(b…$7ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$7MStep Up Suncoast, Inc. 403(b) PlanStep Up Suncoast, Inc. 403(b…$7M
End-of-year total assets ($M) among Fellowship Health Resources, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$598K
Employer EIN050373414
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowship Health Resources, Inc.)

Sponsor-wide plan assets over time

All Fellowship Health Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 29.847650640617733% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.77M $7.49M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 402 $6M
2023 1 385 $7M
2024 1 355 $7M

Nearby Other Plans in Pennsylvania

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

Fellowship Health Resources, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Fellowship Health Resources, Inc. 403(b) Plan, Total assets ($B): 0.007488836 · Participants: 355Fellowship Health Resources, Inc. 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Fellowship Health Resources, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Fellowship Health Resources, Inc. 403(b) Plan side-by-side with 3 peers →

Fellowship Health Resources, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Oak Spring Garden, LLC 403(b) Plan in VA ($7M); by covered participants it is Carolina Village, Inc. Tax Sheltered Annuity Plan in NC (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fellowship Health Resources, Inc. 403(b) Plan assets move in 2024? ▼
Fellowship Health Resources, Inc. 403(b) Plan grew at a solid clip - up 8.7% during 2024, from $7M to $7M. Reported net income was $598K.
How have Fellowship Health Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowship Health Resources, Inc.'s sponsor-wide assets grew 29.8%, from $6M to $7M.
Which Other plans are similar in size to Fellowship Health Resources, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Oak Spring Garden, LLC 403(b) Plan in VA ($7M, 68 participants).
Which Other plans cover a similar participant headcount to Fellowship Health Resources, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Carolina Village, Inc. Tax Sheltered Annuity Plan in NC (355 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050373414.

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.