Other · DOL Form 5500 · 2024
Gaudenzia, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,040
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $18,824
- Avg per participant Low balance/head
Official DOL plan name: Gaudenzia 403b Plan · Sponsored by Gaudenzia, Inc. · Pennsylvania · Healthcare & Social Assistance
$20M in assets, 1,040 participants
Gaudenzia, Inc.'s Gaudenzia 403b Plan reported $20M in total assets and 1,040 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,587 in Healthcare & Social Assistance (16,916 peers)
Gaudenzia, Inc. multi-year trail
Gaudenzia, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Gaudenzia 403b Plan at $20M / 1,040 participants.
- #12,587
- in Healthcare & Social Assistance (16,916 peers)
- +13.3%
- assets growth YoY
Gaudenzia 403b Plan's outsized position by total assets
Gaudenzia 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,577,027 Top 30% higher than 70% 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
Gaudenzia 403b Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gaudenzia 403b Plan lands in the large band (1,040 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gaudenzia 403b Plan reported net income rose from $974K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Gaudenzia 403b Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Gaudenzia 403b Plan reported participants rose from 996 in the plan year 2023 filing to 1,040 in the plan year 2024 filing.
DOL schedule card
Filing strip 231706895 · Gaudenzia, Inc. PY 2024 · Other
Gaudenzia 403b Plan · $20M · 1,040 · 70th
- PCT $20M
- PCT 1,040
- PCT 70th
- PCT Other
- PCT near Sponsors for Educational Opportunity 403(b) Plan
- PCT ind #12587
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 →
Gaudenzia 403b Plan in the asset neighbourhood
Gaudenzia, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Gaudenzia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 20.116773934309464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 986 | $16M |
| 2023 | 1 | 996 | $17M |
| 2024 | 1 | 1,040 | $20M |
Gaudenzia, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 231706895 |
| Plan Effective Date | 1994-11-01 |
| Filing Status | FILING RECEIVED |
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
Gaudenzia 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Sponsors for Educational Opportunity 403(b) Plan in NY ($20M); by covered participants it is Monmouth University Defined Contribution Retirement Plan in NJ (1,042 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,040 participants); asset peers above are excluded.
- Monmouth University Defined Contribution Retirement Plan (NJ) 1,042 · 2 off
- Fhn Matching Tax Deferred Annuity Plan (IL) 1,038 · 2 off
- Roofers Local 149 Defined Contribution Pension Fund (MI) 1,044 · 4 off
- Sma Healthcare, Inc. 403(b) Plan (FL) 1,044 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.