Other · DOL Form 5500 · 2024
Pennswood Village Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 392
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $53,086
- Avg per participant Low balance/head
Official DOL plan name: Pennswood Village 403b Plan · Sponsored by Pennswood Village · Pennsylvania · Healthcare & Social Assistance
$21M in assets, 392 participants
Pennswood Village's Pennswood Village 403b Plan reported $21M in total assets and 392 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,760 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Pennswood Village 403b Plan covers 392 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #12,760
- in Healthcare & Social Assistance (16,916 peers)
- +3.6%
- assets growth YoY
Pennswood Village 403b Plan's outsized position by total assets
Pennswood Village 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,809,542 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pennswood Village 403b 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. Pennswood Village 403b Plan sits mid-pack in the medium band (392 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pennswood Village 403b Plan reported net income fell from $2M in the plan year 2023 filing to $724K in the plan year 2024 filing.
- Pennswood Village 403b Plan reported participants rose from 354 in the plan year 2023 filing to 392 in the plan year 2024 filing.
- Pennswood Village 403b Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232021541 · Pennswood Village PY 2024 · Other
Pennswood Village 403b Plan · $21M · 392 · 71st
- PART $21M
- PART 392
- PART 71st
- PART Other
- PART near Eastern Shore Rural Health System, Inc. 403(b) Plan
- PART ind #12760
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 →
Pennswood Village 403b Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $724K |
| Employer EIN | 232021541 |
| Plan Effective Date | 1980-06-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennswood Village)
Sponsor-wide plan assets over time
All Pennswood Village plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 17.283274084532046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $18M |
| 2023 | 1 | 354 | $20M |
| 2024 | 1 | 392 | $21M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Pennswood Village 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Eastern Shore Rural Health System, Inc. 403(b) Plan in VA ($21M); by covered participants it is H. B. Magruder Memorial Hospital 403(b) Plan in OH (392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (392 participants); asset peers above are excluded.
- H. B. Magruder Memorial Hospital 403(b) Plan (OH) 392 · 0 off
- Tax Deferred Annuity Plan for the Arc of Central Alabama,Inc (AL) 392 · 0 off
- Davidson College Tax-Deferred Annuity Plan (NC) 392 · 0 off
- Shcmhc 403(b) Plan (WV) 392 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.