Other · DOL Form 5500 · 2024
Upmc Jameson Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 274
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $75,067
- Avg per participant Below avg balance/head
Official DOL plan name: Jameson Health System, Inc. 403(b) Plan · Sponsored by Upmc Jameson Health System, Inc. · Pennsylvania · Healthcare & Social Assistance
$21M in assets, 274 participants
Upmc Jameson Health System, Inc.'s Jameson Health System, Inc. 403(b) Plan reported $21M in total assets and 274 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.
- #12,721 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Jameson Health System, Inc. 403(b) Plan covers 274 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #12,721
- in Healthcare & Social Assistance (16,916 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jameson Health System, Inc. 403(b) Plan's outsized position by total assets
Jameson Health System, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,568,475 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
Jameson Health System, Inc. 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. Jameson Health System, Inc. 403(b) Plan sits mid-pack in the medium band (274 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jameson Health System, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to -$351K in the plan year 2024 filing.
- Jameson Health System, Inc. 403(b) Plan reported participants fell from 390 in the plan year 2023 filing to 274 in the plan year 2024 filing.
- Jameson Health System, Inc. 403(b) Plan end-of-year assets fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251536036 · Upmc Jameson Health System, Inc. PY 2024 · Other
Jameson Health System, Inc. 403(b) Plan · $21M · 274 · 71st
- RANK $21M
- PHOTO 274
- IND 71st
- EOY Other
- 5500 near Stratford Academy, Inc. Retirement Plan
- ASSETS ind #12721
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 →
Jameson Health System, Inc. 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$351K |
| Employer EIN | 251536036 |
| Plan Effective Date | 2006-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upmc Jameson Health System, Inc.)
Sponsor-wide plan assets over time
All Upmc Jameson Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 5.32200250149341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 439 | $20M |
| 2023 | 1 | 390 | $21M |
| 2024 | 1 | 274 | $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
Jameson Health System, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Stratford Academy, Inc. Retirement Plan in GA ($21M); by covered participants it is Hackley School 403(b) DC and Tda Plan in NY (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Stratford Academy, Inc. Retirement Plan (GA) $21M · 109
- Christendom College 403(b) Plan (VA) $21M · 106
- Opportunity Council 403(b) Plan (WA) $21M · 401
- Spelman College Tax Deferred Annuity Plan (GA) $21M · 750
Similar participant headcount
Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.
- Hackley School 403(b) DC and Tda Plan (NY) 274 · 0 off
- Lifecenter Northwest 403(b) Retirement Plan (WA) 274 · 0 off
- Crossroads Rehabilitation Center Inc. Tax Deferred Annuity Plan (IN) 274 · 0 off
- Cmh, Inc. 403(b) (NY) 274 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.