Other · DOL Form 5500 · 2024
Pennswood Village Retirement Plan
Data updated 2026-08-11
- $21M
- Total assets
- 392
- Participants
- 71st
- Percentile by assets
- $53,086
- Avg per participant
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.
- 71st percentile by assets (of 123,622 plans)
- #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.
- $21M
- total plan assets (2024 EOY)
- 392
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $53,086
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Pennswood Village 403b Plan reports 392 participants - about 48% of that state average ($21M EOY assets).
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)
| 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.
Pennswood Village 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Pennswood Village 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Pennswood Village 403b Plan assets move in 2024? ▼
How have Pennswood Village plan assets changed over time? ▼
Which Other plans are similar in size to Pennswood Village 403b Plan? ▼
Next read for Pennswood Village 403b Plan
Filing takeaways
Ways to act on Pennswood Village 403b Plan's numbers.
- By total assets, Pennswood Village 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Pennswood Village's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans