Other · DOL Form 5500 · 2022
Philadelphia Education Fund Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $294,847
- Avg per participant High balance/head
Official DOL plan name: Philadelphia Education Fund Retirement Plan · Sponsored by Philadelphia Education Fund · Pennsylvania · Educational Services
$6M in assets, 20 participants
Philadelphia Education Fund's Philadelphia Education Fund Retirement Plan reported $6M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #1,534 in Educational Services (4,024 peers)
Philadelphia Education Fund multi-year trail
Philadelphia Education Fund's plans moved +11.9% in assets from 2022 to 2024; this filing shows Philadelphia Education Fund Retirement Plan at $6M / 20 participants.
- #1,534
- in Educational Services (4,024 peers)
- +29.6%
- assets growth YoY
Philadelphia Education Fund Retirement Plan's mid-pack asset rank among Educational Services and all filers
Philadelphia Education Fund Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,896,947 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Philadelphia Education Fund Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Education Fund Retirement Plan is a small filing (20 participants) on this national headcount ladder.
DOL schedule card
Filing strip 222567982 · Philadelphia Education Fund PY 2022 · Other
Philadelphia Education Fund Retirement Plan · $6M · 20 · 54th
- PART $6M
- TYPE 20
- NET 54th
- BOOK Other
- VS-ST near The Forest at Duke 403(b) Plan
- BOY ind #1534
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 Educational Services retirement plans → · Plans in Pennsylvania →
Philadelphia Education Fund Retirement Plan in the asset neighbourhood
Philadelphia Education Fund multi-year asset trail
Sponsor-wide plan assets over time
All Philadelphia Education Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 11.900073037793964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $6M |
| 2023 | 1 | 25 | $6M |
| 2024 | 2 | 62 | $7M |
Philadelphia Education Fund filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 222567982 |
| Plan Effective Date | 2019-01-31 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Philadelphia Education Fund Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Forest at Duke 403(b) Plan in NC ($6M); by covered participants it is Young Americans Christian Group Plan in GA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 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.