Wes Health System 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wes Health System
  • Sponsor EIN: 233048845
  • Sponsor Address: 1315 WINDRIM AVE, PHILADELPHIA, PA, 191412710
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 259
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023259$2.0M$84,841$167,015
2022215$1.8M$69,393$139,204

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