Other · DOL Form 5500 · 2024

North Penn Comprehensive Health Services Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
188
Participants Below avg headcount
53rd
Percentile by assets National rank
$47,042
Avg per participant Low balance/head
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Official DOL plan name: North Penn Comprehensive Health Services 403(b) Plan · Sponsored by North Penn Comprehensive Health Services · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 188 participants

North Penn Comprehensive Health Services's North Penn Comprehensive Health Services 403(b) Plan reported $9M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,878 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

North Penn Comprehensive Health Services 403(b) Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#9,878
in Healthcare & Social Assistance (16,916 peers)
+39.4%
assets growth YoY

North Penn Comprehensive Health Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

North Penn Comprehensive Health Services 403(b) Plan vs every filed plan by assets

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

$8,843,896 Top 47% higher than 53% 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

North Penn Comprehensive Health Services 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. North Penn Comprehensive Health Services 403(b) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Penn Comprehensive Health Services 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • North Penn Comprehensive Health Services 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • North Penn Comprehensive Health Services 403(b) Plan reported participants rose from 182 in the plan year 2023 filing to 188 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231889724 · North Penn Comprehensive Health Services PY 2024 · Other

North Penn Comprehensive Health Services 403(b) Plan · $9M · 188 · 53rd

  • IND $9M
  • EOY 188
  • 5500 53rd
  • ASSETS Other
  • PCT near Associated Students, Inc. of Csu Sacramento Retirement Plan
  • EIN ind #9878

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 →

North Penn Comprehensive Health Services 403(b) Plan in the asset neighbourhood

Raices 403b Plan$9MTax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.Tax-Deferred Annuity Plan fo…$9MNorth Penn Comprehensive Health Services 403(b) PlanNorth Penn Comprehensive Hea…$9MAssociated Students, Inc. of Csu Sacramento Retirement PlanAssociated Students, Inc. of…$9MBethshan Association 403(b) Retirement PlanBethshan Association 403(b) …$9M
End-of-year total assets ($M) among North Penn Comprehensive Health Services 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN231889724
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Penn Comprehensive Health Services)

Sponsor-wide plan assets over time

All North Penn Comprehensive Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$9M 96.18068711075067% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.51M $8.84M ▲ +96.0%
Year Plans Participants Total Assets
2022 1 164 $5M
2023 1 182 $6M
2024 1 188 $9M

Nearby Other Plans in Pennsylvania

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

North Penn Comprehensive Health Services 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants North Penn Comprehensive Health Services 403(b) Plan, Total assets ($B): 0.008843896 · Participants: 188North Penn Comprehensive Health Services 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
North Penn Comprehensive Health Services 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

North Penn Comprehensive Health Services 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Associated Students, Inc. of Csu Sacramento Retirement Plan in CA ($9M); by covered participants it is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants). Same-state nearby plans are listed separately above.

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 North Penn Comprehensive Health Services 403(b) Plan assets move in 2024?
North Penn Comprehensive Health Services 403(b) Plan surged - up 39.4% during 2024, from $6M to $9M. Reported net income was $2M.
How have North Penn Comprehensive Health Services plan assets changed over time?
Across 3 plan years on file (2022-2024), North Penn Comprehensive Health Services's sponsor-wide assets grew 96.2%, from $5M to $9M.
Which Other plans are similar in size to North Penn Comprehensive Health Services 403(b) Plan?
Among Other plans in other states, the closest by assets is Associated Students, Inc. of Csu Sacramento Retirement Plan in CA ($9M, 66 participants).
Which Other plans cover a similar participant headcount to North Penn Comprehensive Health Services 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants, $18M in assets).