Other · DOL Form 5500 · 2024
Public Health Management Corp. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 507
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $53,643
- Avg per participant Low balance/head
Official DOL plan name: Phmc 403(b) Plan · Sponsored by Public Health Management Corp. · Pennsylvania · Healthcare & Social Assistance
$27M in assets, 507 participants
Public Health Management Corp.'s Phmc 403(b) Plan reported $27M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,440 in Healthcare & Social Assistance (16,916 peers)
Where Phmc 403(b) Plan sits by assets
Phmc 403(b) Plan sits in the top quartile of all filed plans by assets, $27M for 507 participants (~$53,643/participant), up 17.6% in 2024.
- #13,440
- in Healthcare & Social Assistance (16,916 peers)
- +17.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Phmc 403(b) Plan's outsized position by total assets
Phmc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,197,184 Top 24% higher than 76% 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
Phmc 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. Phmc 403(b) Plan sits mid-pack in the medium band (507 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phmc 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Phmc 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Phmc 403(b) Plan reported participants fell from 534 in the plan year 2023 filing to 507 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237221025 · Public Health Management Corp. PY 2024 · Other
Phmc 403(b) Plan · $27M · 507 · 76th
- TYPE $27M
- TYPE 507
- TYPE 76th
- TYPE Other
- TYPE near Ums-Wright Preparatory School 403(b) Plan
- TYPE ind #13440
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 →
Phmc 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 237221025 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Health Management Corp.)
Sponsor-wide plan assets over time
All Public Health Management Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 28.936911655302914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,887 | $84M |
| 2023 | 2 | 1,842 | $97M |
| 2024 | 2 | 1,878 | $109M |
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
Phmc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Ums-Wright Preparatory School 403(b) Plan in AL ($27M); by covered participants it is Ohio Northern University Defined Contribution Retirement Plan in OH (507 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (507 participants); asset peers above are excluded.
- Ohio Northern University Defined Contribution Retirement Plan (OH) 507 · 0 off
- Whitworth University Retirement Plan (WA) 507 · 0 off
- The American Musical and Dramatic Academy 403(b) Plan (NY) 507 · 0 off
- Clarity Care, Inc Retirement Plan (WI) 508 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.