401(k) · DOL Form 5500 · 2024

Elm Terrace Gardens 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
205
Participants Below avg headcount
40th
Percentile by assets National rank
$21,395
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Elm Terrace Gardens · Sponsored by Elm Terrace Gardens · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 205 participants

Elm Terrace Gardens's Retirement Plan of Elm Terrace Gardens reported $4M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,102 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Retirement Plan of Elm Terrace Gardens covers 205 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#7,102
in Healthcare & Social Assistance (16,916 peers)
-12.3%
assets change YoY

The plan reported a net loss of $613K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Elm Terrace Gardens's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Elm Terrace Gardens vs every filed plan by assets

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

$4,386,054 40th percentile higher than 40% 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

Retirement Plan of Elm Terrace Gardens 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. Retirement Plan of Elm Terrace Gardens sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Elm Terrace Gardens reported net income fell from $143K in the plan year 2023 filing to -$613K in the plan year 2024 filing.
  • Retirement Plan of Elm Terrace Gardens end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Retirement Plan of Elm Terrace Gardens reported participants fell from 219 in the plan year 2023 filing to 205 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232132688 · Elm Terrace Gardens PY 2024 · 401(k)

Retirement Plan of Elm Terrace Gardens · $4M · 205 · 40th

  • PHOTO $4M
  • PHOTO 205
  • PHOTO 40th
  • PHOTO 401(k)
  • PHOTO near Pro Energy Services Group, LLC 401(k) Plan
  • PHOTO ind #7102

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 →

Retirement Plan of Elm Terrace Gardens in the asset neighbourhood

Retirement Plan of Elm Terrace GardensRetirement Plan of Elm Terra…$4MPro Energy Services Group, LLC 401(k) PlanPro Energy Services Group, L…$4MMark Treichel LLC 401(k) Plan$4MPrestige Equipment Rentals 401(k) PlanPrestige Equipment Rentals 4…$4MKainer Export Crating, Inc Profit Sharing PlanKainer Export Crating, Inc P…$4M
End-of-year total assets ($M) among Retirement Plan of Elm Terrace Gardens and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$613K
Employer EIN232132688
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elm Terrace Gardens)

Sponsor-wide plan assets over time

All Elm Terrace Gardens plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.686972228159279% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.86M $4.39M ▼ -9.7%
Year Plans Participants Total Assets
2022 1 165 $5M
2023 1 219 $5M
2024 1 205 $4M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Retirement Plan of Elm Terrace Gardens vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan of Elm Terrace Gardens, Total assets ($B): 0.004386054 · Participants: 205Retirement Plan of Elm Terrace GardensComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Retirement Plan of Elm Terrace Gardens vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan of Elm Terrace Gardens side-by-side with 3 peers →

Retirement Plan of Elm Terrace Gardens's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pro Energy Services Group, LLC 401(k) Plan in CA ($4M); by covered participants it is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Retirement Plan of Elm Terrace Gardens assets move in 2024? ▼
Retirement Plan of Elm Terrace Gardens pulled back noticeably - down 12.3% during 2024, from $5M to $4M. Reported net income was -$613K.
How have Elm Terrace Gardens plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elm Terrace Gardens's sponsor-wide assets declined 9.7%, from $5M to $4M.
Which 401(k) plans are similar in size to Retirement Plan of Elm Terrace Gardens? ▼
Among 401(k) plans in other states, the closest by assets is Pro Energy Services Group, LLC 401(k) Plan in CA ($4M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan of Elm Terrace Gardens? ▼
Among 401(k) plans in other states, the closest by covered participants is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants, N/A 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 232132688.

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.