Other · DOL Form 5500 · 2024
JUDSON Retirement Plan
Data updated 2026-08-25
- $629K
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $5,562
- Avg per participant Low balance/head
Official DOL plan name: Judson Union 403(b) Plan · Sponsored by JUDSON · Ohio · Healthcare & Social Assistance
$629K in assets, 113 participants
JUDSON's Judson Union 403(b) Plan reported $629K in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,525 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Judson Union 403(b) Plan covers 113 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $629K.
- #2,525
- in Healthcare & Social Assistance (16,916 peers)
- -93.5%
- assets change YoY
Judson Union 403(b) Plan among the smaller filed plans by assets
Judson Union 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$628,553 19th percentile higher than 19% 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
Judson Union 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. Judson Union 403(b) Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Judson Union 403(b) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $629K in the plan year 2024 filing.
- Judson Union 403(b) Plan reported participants fell from 468 in the plan year 2023 filing to 113 in the plan year 2024 filing.
- Judson Union 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 340714539 · JUDSON PY 2024 · Other
Judson Union 403(b) Plan · $629K · 113 · 19th
- PCT $629K
- EIN 113
- RANK 19th
- PHOTO Other
- IND near Da Elite Group Employee Profit Sharing Plan (401(k)
- EOY ind #2525
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 Ohio →
Judson Union 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $629K |
| Net Income | $1M |
| Employer EIN | 340714539 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (JUDSON)
Sponsor-wide plan assets over time
All JUDSON plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.82229018535418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 461 | $8M |
| 2023 | 1 | 468 | $10M |
| 2024 | 2 | 478 | $11M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Judson Union 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Da Elite Group Employee Profit Sharing Plan (401(k) in NV ($629K); by covered participants it is Msn Air Service in NY (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($629K here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Msn Air Service (NY) 113 · 0 off
- Davidson Academy 403(b)Plan (TN) 113 · 0 off
- National Institute of Aerospace Associates Defined Contribution and Tda Plan (VA) 113 · 0 off
- 403(b) Thrift Plan for Employees of Health Choice Network, Inc. (FL) 113 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.