Other · DOL Form 5500 · 2024
Newcourtland Elder Services Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 352
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $37,689
- Avg per participant Low balance/head
Official DOL plan name: Newcourtland Elder Services 403(b) Plan · Sponsored by Newcourtland Elder Services · Pennsylvania · Healthcare & Social Assistance
$13M in assets, 352 participants
Newcourtland Elder Services's Newcourtland Elder Services 403(b) Plan reported $13M in total assets and 352 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,335 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Newcourtland Elder Services 403(b) Plan covers 352 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #11,335
- in Healthcare & Social Assistance (16,916 peers)
- +15.6%
- assets growth YoY
Newcourtland Elder Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Newcourtland Elder Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,266,417 Top 38% higher than 62% 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
Newcourtland Elder 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. Newcourtland Elder Services 403(b) Plan sits mid-pack in the medium band (352 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Newcourtland Elder Services 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232734102 · Newcourtland Elder Services PY 2024 · Other
Newcourtland Elder Services 403(b) Plan · $13M · 352 · 62nd
- EIN $13M
- RANK 352
- PHOTO 62nd
- IND Other
- EOY near Mainstream Living, Inc. 403(b) Plan
- 5500 ind #11335
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 →
Newcourtland Elder Services 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 232734102 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newcourtland Elder Services)
Sponsor-wide plan assets over time
All Newcourtland Elder Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 37.487022259015085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 370 | $10M |
| 2023 | 1 | 354 | $11M |
| 2024 | 1 | 352 | $13M |
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
Newcourtland Elder Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mainstream Living, Inc. 403(b) Plan in IA ($13M); by covered participants it is Westminster Manor 403(b) Plan in TX (352 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Mainstream Living, Inc. 403(b) Plan (IA) $13M · 411
- The House of the Good Shepherd 403(b) Thrift Plan (NY) $13M · 391
- Sterling College Defined Contribution Plan (KS) $13M · 194
- Southminster Retirement Plan (NC) $13M · 424
Similar participant headcount
Nearest other-state filings by covered participants (352 participants); asset peers above are excluded.
- Westminster Manor 403(b) Plan (TX) 352 · 0 off
- Unity House of Troy, Inc. 403b DC Plan and Tda Plan (NY) 352 · 0 off
- American Diabetes Association 403(b) Retirement Savings Plan (VA) 352 · 0 off
- Northwest Justice Project 403 (B) Plan (WA) 352 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.