Other · DOL Form 5500 · 2024

Aria Health Retirement Plan

Data updated 2026-08-11

$428M
Total assets
4,450
Participants
97th
Percentile by assets
$96,269
Avg per participant
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Official DOL plan name: Jefferson Health Northeast 403(b) Plan · Sponsored by Aria Health · Pennsylvania · Healthcare & Social Assistance

$428M in assets, 4,450 participants

Aria Health's Jefferson Health Northeast 403(b) Plan reported $428M in total assets and 4,450 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #16,391 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Jefferson Health Northeast 403(b) Plan covers 4,450 participants in Pennsylvania, 5.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $428M.

$428M
total plan assets (2024 EOY)
4,450
covered participants
97th
percentile by assets (of 123,622 plans)
$96,269
avg assets per participant

Where Jefferson Health Northeast 403(b) Plan sits by total assets

Jefferson Health Northeast 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$428,397,658 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jefferson Health Northeast 403(b) Plan end-of-year assets rose from $366M in the plan year 2023 filing to $428M in the plan year 2024 filing.
  • Jefferson Health Northeast 403(b) Plan reported net income fell from $68M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Jefferson Health Northeast 403(b) Plan reported participants rose from 4,232 in the plan year 2023 filing to 4,450 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Jefferson Health Northeast 403(b) Plan reports 4,450 participants - 5.4x that state average ($428M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$366M
Net Assets (End of Year)$428M
Net Income$62M
Employer EIN230596940
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aria Health)

$250M$300M$350M$400M$450M 202220232024 $298M $428M ▲ +43.8%
Total plan assets by year, all Aria Health plans on file
Year Plans Participants Total Assets
2022 1 4,094 $298M
2023 1 4,232 $366M
2024 1 4,450 $428M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Jefferson Health Northeast 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 02468 Total assets ($B) Participants Jefferson Health Nor…, Total assets ($B): 0.428397658 · Participants: 4450Jefferson Health Nor…The University of Pe…, Total assets ($B): 6.986767736 · Participants: 22110The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.552304662 · Participants: 43405The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Co…
Jefferson Health Northeast 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Jefferson Health Northeast 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Jefferson Health Northeast 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Jefferson Health Northeast 403(b) Plan assets move in 2024? ▼
Jefferson Health Northeast 403(b) Plan grew sharply - up 17.0% during 2024, from $366M to $428M. Reported net income was $62M.
How have Aria Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aria Health's sponsor-wide assets grew 43.8%, from $298M to $428M.
Where does Jefferson Health Northeast 403(b) Plan rank by assets among Form 5500 filers? ▼
Jefferson Health Northeast 403(b) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Jefferson Health Northeast 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The University of Tulsa Defined Contribution Retirement Plan in OK ($427M, 1,162 participants).

Next read for Jefferson Health Northeast 403(b) Plan

Filing takeaways

Ways to act on Jefferson Health Northeast 403(b) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230596940.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.