Other · DOL Form 5500 · 2024
Jewish Association on Aging and Affiliated Programs Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $55,580
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs · Sponsored by Jewish Association on Aging and Affiliated Programs · Pennsylvania · Healthcare & Social Assistance
$9M in assets, 154 participants
Jewish Association on Aging and Affiliated Programs's 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs reported $9M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,748 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs covers 154 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.
- #9,748
- in Healthcare & Social Assistance (16,916 peers)
- +2.8%
- assets growth YoY
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan 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
$8,559,292 Top 48% higher than 52% 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
403(b) Thrift Plan 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. 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs reported net income rose from -$431K in the plan year 2023 filing to $230K in the plan year 2024 filing.
- 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs reported participants fell from 171 in the plan year 2023 filing to 154 in the plan year 2024 filing.
- 403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251720606 · Jewish Association on Aging and Affiliated Programs PY 2024 · Other
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs · $9M · 154 · 52nd
- BOY $9M
- BOY 154
- BOY 52nd
- BOY Other
- BOY near Home Builders Institute 403(b) Plan
- BOY ind #9748
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 →
403(b) Thrift Plan of Jewish Association on Aging and Affiliated Programs in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $230K |
| Employer EIN | 251720606 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jewish Association on Aging and Affiliated Programs)
Sponsor-wide plan assets over time
All Jewish Association on Aging and Affiliated Programs plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 2.1302864161669404% vs 2022
- 2024 filing year
| 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.
- 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
403(b) Thrift Plan 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 Home Builders Institute 403(b) Plan in DC ($9M); by covered participants it is Ohio Dominican University Retirement Plan in OH (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Ohio Dominican University Retirement Plan (OH) 154 · 0 off
- Southern Wesleyan University DC Plan (SC) 154 · 0 off
- Guiding Eyes for the Blind 403(b) Plan (NY) 154 · 0 off
- Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) 154 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.