Other · DOL Form 5500 · 2024
JUDSON Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 365
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $29,263
- Avg per participant Low balance/head
Official DOL plan name: Judson Non-Union 403(b) Plan · Sponsored by JUDSON · Ohio · Healthcare & Social Assistance
$11M in assets, 365 participants
JUDSON's Judson Non-Union 403(b) Plan reported $11M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,587 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Judson Non-Union 403(b) Plan covers 365 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $11M.
- #10,587
- in Healthcare & Social Assistance (16,916 peers)
- $329K
- reported net income
Judson Non-Union 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Judson Non-Union 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,681,062 Top 43% higher than 57% 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 Non-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 Non-Union 403(b) Plan sits mid-pack in the medium band (365 participants).
DOL schedule card
Filing strip 340714539 · JUDSON PY 2024 · Other
Judson Non-Union 403(b) Plan · $11M · 365 · 57th
- EIN $11M
- RANK 365
- PHOTO 57th
- IND Other
- EOY near Stevens Cooperative School 403b Plan
- 5500 ind #10587
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 Non-Union 403(b) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $329K |
| Employer EIN | 340714539 |
| Plan Effective Date | 2024-01-01 |
| 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 Non-Union 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Stevens Cooperative School 403b Plan in NJ ($11M); by covered participants it is Brian's House 403(b) Plan in PA (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.
- Brian's House 403(b) Plan (PA) 365 · 0 off
- Harvard-Westlake School Defined Contribution Retirement Plan (CA) 365 · 0 off
- Clarion Hospital 403(b) Plan (PA) 365 · 0 off
- The Benjamin School Defined Contribution Plan (FL) 365 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.