Other · DOL Form 5500 · 2022

The Advocacy Alliance Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
124
Participants Small participant base
48th
Percentile by assets National rank
$35,407
Avg per participant Low balance/head
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Official DOL plan name: The Advocacy Alliance Retirement Plan · Sponsored by The Advocacy Alliance · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 124 participants

The Advocacy Alliance's The Advocacy Alliance Retirement Plan reported $4M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,667 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

The Advocacy Alliance Retirement Plan covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#10,667
in Healthcare & Social Assistance (20,060 peers)
-15.7%
assets change YoY

The plan reported a net loss of $817K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Advocacy Alliance Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Advocacy Alliance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,390,422 48th percentile higher than 48% of 139,123 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 2022

The Advocacy Alliance Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Advocacy Alliance Retirement Plan sits mid-pack in the medium band (124 participants).

EBSA filing schedule strip

Filing strip 240829843 · The Advocacy Alliance PY 2022 · Other

The Advocacy Alliance Retirement Plan · $4M · 124 · 48th

  • BOY $4M
  • SCH 124
  • EBSA 48th
  • PART Other
  • TYPE near Share Our Selves Corporation 403(b) Plan
  • NET ind #10667

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 →

The Advocacy Alliance Retirement Plan in the asset neighbourhood

Edward Waters College Defined Contribution Retirement PlanEdward Waters College Define…$4MThe Advocacy Alliance Retirement PlanThe Advocacy Alliance Retire…$4MShare Our Selves Corporation 403(b) PlanShare Our Selves Corporation…$4MSoar365 Tax Deferred Annuity PlanSoar365 Tax Deferred Annuity…$4MThe Fresh Air Fund Tax Sheltered Annuity PlanThe Fresh Air Fund Tax Shelt…$4M
End-of-year total assets ($M) among The Advocacy Alliance Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$817K
Employer EIN240829843
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Advocacy Alliance)

Sponsor-wide plan assets over time

All The Advocacy Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.378636495535055% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.39M $5.86M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 124 $4M
2023 1 135 $5M
2024 1 140 $6M

Nearby Other Plans in Pennsylvania

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

The Advocacy Alliance Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants The Advocacy Alliance Retirement Plan, Total assets ($B): 0.004390422 · Participants: 124The Advocacy Alliance Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
The Advocacy Alliance Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Advocacy Alliance Retirement Plan side-by-side with 3 peers →

The Advocacy Alliance Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Share Our Selves Corporation 403(b) Plan in CA ($4M); by covered participants it is Town School for Boys DC Retirement Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Advocacy Alliance Retirement Plan assets move in 2022? ▼
The Advocacy Alliance Retirement Plan declined sharply - down 15.7% during 2022, from $5M to $4M. Reported net income was -$817K.
How have The Advocacy Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Advocacy Alliance's sponsor-wide assets grew 33.4%, from $4M to $6M.
Which Other plans are similar in size to The Advocacy Alliance Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Share Our Selves Corporation 403(b) Plan in CA ($4M, 150 participants).
Which Other plans cover a similar participant headcount to The Advocacy Alliance Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Town School for Boys DC Retirement Plan in CA (124 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240829843.

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.