Other · DOL Form 5500 · 2024
Visiting Nurse Association of Greater Philadelphia Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 357
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $49,903
- Avg per participant Low balance/head
Official DOL plan name: Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan · Sponsored by Visiting Nurse Association of Greater Philadelphia · Pennsylvania · Healthcare & Social Assistance
$18M in assets, 357 participants
Visiting Nurse Association of Greater Philadelphia's Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan reported $18M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,315 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan covers 357 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.
- #12,315
- in Healthcare & Social Assistance (16,916 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $887K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan's outsized position by total assets
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,815,396 Top 32% higher than 68% 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
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings 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. Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan sits mid-pack in the medium band (357 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$887K in the plan year 2024 filing.
- Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan reported participants rose from 183 in the plan year 2023 filing to 357 in the plan year 2024 filing.
- Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232103781 · Visiting Nurse Association of Greater Philadelphia PY 2024 · Other
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan · $18M · 357 · 68th
- EBSA $18M
- PART 357
- TYPE 68th
- NET Other
- BOOK near Bayhealth Medical Center, Inc. Tax-Deferred Annuity Plan
- VS-ST ind #12315
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 →
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$887K |
| Employer EIN | 232103781 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visiting Nurse Association of Greater Philadelphia)
Sponsor-wide plan assets over time
All Visiting Nurse Association of Greater Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 5.90118958007768% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $17M |
| 2023 | 1 | 183 | $19M |
| 2024 | 1 | 357 | $18M |
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
Visiting Nurse Association of Greater Philadelphia Employee Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Bayhealth Medical Center, Inc. Tax-Deferred Annuity Plan in DE ($18M); by covered participants it is 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. in MN (357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (357 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.