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Department of Labor filing

JOURNEY HEALTH FOUNDATION

JOURNEY HEALTH FOUNDATION, INC. 403(B) THRIFT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 4, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

67filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$11,036

Reported employer contributions per active participant.

Higher than about 79% of comparable plans
#People in the filing
4

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$266 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 39% of comparable plans
↗Investment performance
Not available

Plan assets changed -7.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202467out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions79th percentileTypical peer $4,205 · based on 324 comparable plans
Lower reported administrative expense39th percentileTypical peer $191 · based on 339 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, JOURNEY HEALTH FOUNDATION reported $44,143 in employer contributions across the plan and 4 active participants. That works out to $11,036 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy3%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 20.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 11.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context67/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$44,143
Participant contributions
$18,410
Other contributions
$6,900
Employer share of reported contributions
70.6%
Beginning assets
$8,888,907
Ending assets
$8,234,364
Ending net assets
$8,234,364
Ending liabilities
$0
Total income
$1,112,126
Total expenses
$1,766,669
Administrative expenses
$47,034
Participant loans
$102,188

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$9,178
2023
$4,271
2024
$11,036
Plan-paid administrative expenses per participant
2022
$239
2023
$248
2024
$266
Active participants
2022
1
2023
4
2024
4
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$11,03648.2M20250804150933NAL0001470352001
2023$4,27148.9M20241011104609NAL0022601377001
2022$9,178110M20231016174808NAL0077507794001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.2%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
581426458-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Aug 1, 1990
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2F3D2J2K2E2S2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
AVE MARIA MUTUAL FUNDS2024Not reportedunknown
BLACKROCK ADVISORS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARBOR2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MID ATLANTIC TRUST COMPANY2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250804150933NAL0001470352001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗