Other · DOL Form 5500 · 2022
Brethren Village Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 405
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $18,996
- Avg per participant Low balance/head
Official DOL plan name: Brethren Village 403(b) Retirement Program · Sponsored by Brethren Village · Pennsylvania · Healthcare & Social Assistance
$8M in assets, 405 participants
Brethren Village's Brethren Village 403(b) Retirement Program reported $8M in total assets and 405 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #13,110 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Brethren Village 403(b) Retirement Program covers 405 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #13,110
- in Healthcare & Social Assistance (20,060 peers)
- -11.5%
- assets change YoY
The plan reported a net loss of $998K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brethren Village 403(b) Retirement Program's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brethren Village 403(b) Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,693,197 Top 41% higher than 59% 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
Brethren Village 403(b) Retirement Program 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. Brethren Village 403(b) Retirement Program sits mid-pack in the medium band (405 participants).
DOL schedule card
Filing strip 231425014 · Brethren Village PY 2022 · Other
Brethren Village 403(b) Retirement Program · $8M · 405 · 59th
- PART $8M
- TYPE 405
- NET 59th
- BOOK Other
- VS-ST near Osu Foundation 403(b) Plan
- BOY ind #13110
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 →
Brethren Village 403(b) Retirement Program in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$998K |
| Employer EIN | 231425014 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brethren Village)
Sponsor-wide plan assets over time
All Brethren Village plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 33.674140932566786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 405 | $8M |
| 2023 | 1 | 422 | $9M |
| 2024 | 1 | 464 | $10M |
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
Brethren Village 403(b) Retirement Program's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Osu Foundation 403(b) Plan in OR ($8M); by covered participants it is Blythedale Children's Hospital Defined Contribution Plan in NY (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (405 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.