Other · DOL Form 5500 · 2024

Jewish Association on Aging Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
105
Participants Small participant base
39th
Percentile by assets National rank
$39,353
Avg per participant Low balance/head
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Official DOL plan name: Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs · Sponsored by Jewish Association on Aging · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 105 participants

Jewish Association on Aging's Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs reported $4M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,875 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#6,875
in Healthcare & Social Assistance (16,916 peers)
+1.1%
assets growth YoY

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs's mid-pack asset rank among Healthcare & Social Assistance and all filers

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs vs every filed plan by assets

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

$4,132,060 39th percentile higher than 39% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs 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. Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs reported net income rose from -$120K in the plan year 2023 filing to $44K in the plan year 2024 filing.
  • Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251720606 · Jewish Association on Aging PY 2024 · Other

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs · $4M · 105 · 39th

  • SCH $4M
  • EBSA 105
  • PART 39th
  • TYPE Other
  • NET near Acrmc 403(b) Plan
  • BOOK ind #6875

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 →

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs in the asset neighbourhood

403(b) Plan for Good Samaritan Boys Ranch, Inc.403(b) Plan for Good Samarit…$4MDefined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated ProgramsDefined Contribution Pension…$4MAcrmc 403(b) Plan$4MArea Substance Abuse Council Retirement PlanArea Substance Abuse Council…$4MEmployee Benefit Plan of Multi-Service CenterEmployee Benefit Plan of Mul…$4M
End-of-year total assets ($M) among Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$44K
Employer EIN251720606
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jewish Association on Aging)

Sponsor-wide plan assets over time

All Jewish Association on Aging plans reported in each filing year

Latest sponsor-wide plan assets
$13M 2.1302864161669404% vs 2022
2024 filing year
$12.2M$12.4M$12.6M$12.8M$13M$13.2M 202220232024 $13M $12.7M ▼ -2.2%
Year Plans Participants Total Assets
2022 2 334 $13M
2023 2 277 $12M
2024 2 259 $13M

Nearby Other Plans in Pennsylvania

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

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs, Total assets ($B): 0.00413206 · Participants: 105Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated ProgramsThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs side-by-side with 3 peers →

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Acrmc 403(b) Plan in OH ($4M); by covered participants it is Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in CA (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs assets move in 2024? ▼
Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs edged up modestly - up 1.1% during 2024, from $4M to $4M. Reported net income was $44K.
How have Jewish Association on Aging plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jewish Association on Aging's sponsor-wide assets declined 2.1%, from $13M to $13M.
Which Other plans are similar in size to Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs? ▼
Among Other plans in other states, the closest by assets is Acrmc 403(b) Plan in OH ($4M, 304 participants).
Which Other plans cover a similar participant headcount to Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated Programs? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in CA (105 participants, $15M in assets).

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 251720606.

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.