Other · DOL Form 5500 · 2022

Dollar Energy Fund, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
109
Participants Small participant base
50th
Percentile by assets National rank
$45,587
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dollar Energy Fund, Inc. 403(b) Plan · Sponsored by Dollar Energy Fund, Inc. · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 109 participants

Dollar Energy Fund, Inc.'s Dollar Energy Fund, Inc. 403(b) Plan reported $5M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,240 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Dollar Energy Fund, Inc. 403(b) Plan covers 109 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#11,240
in Healthcare & Social Assistance (20,060 peers)
-18.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dollar Energy Fund, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dollar Energy Fund, Inc. 403(b) Plan vs every filed plan by assets

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

$4,969,030 Top 50% higher than 50% 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

Dollar Energy Fund, Inc. 403(b) 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. Dollar Energy Fund, Inc. 403(b) Plan sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 251442933 · Dollar Energy Fund, Inc. PY 2022 · Other

Dollar Energy Fund, Inc. 403(b) Plan · $5M · 109 · 50th

  • PHOTO $5M
  • PHOTO 109
  • PHOTO 50th
  • PHOTO Other
  • PHOTO near Central Nebraska Community Action Partnership Inc 403(b) Retirement Plan
  • PHOTO ind #11240

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 →

Dollar Energy Fund, Inc. 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Harry and Rose Samson Family Jewish Community Center, Inc.403(b) Thrift Plan of Harry …$5MDollar Energy Fund, Inc. 403(b) PlanDollar Energy Fund, Inc. 403…$5MCentral Nebraska Community Action Partnership Inc 403(b) Retirement PlanCentral Nebraska Community A…$5MLos Angeles Regional Food Bank 403(b) PlanLos Angeles Regional Food Ba…$5MThe Children's Collective, Inc. 403(b) PlanThe Children's Collective, I…$5M
End-of-year total assets ($M) among Dollar Energy Fund, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN251442933
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dollar Energy Fund, Inc.)

Sponsor-wide plan assets over time

All Dollar Energy Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 42.30970632095198% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.97M $7.07M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 109 $5M
2023 1 104 $6M
2024 1 109 $7M

Nearby Other Plans in Pennsylvania

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

Dollar Energy Fund, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Dollar Energy Fund, Inc. 403(b) Plan, Total assets ($B): 0.00496903 · Participants: 109Dollar Energy Fund, Inc. 403(b) 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
Dollar Energy Fund, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Dollar Energy Fund, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Central Nebraska Community Action Partnership Inc 403(b) Retirement Plan in NE ($5M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (109 participants). Same-state nearby plans are listed separately above.

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 Dollar Energy Fund, Inc. 403(b) Plan assets move in 2022?
Dollar Energy Fund, Inc. 403(b) Plan declined sharply - down 18.1% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Dollar Energy Fund, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dollar Energy Fund, Inc.'s sponsor-wide assets grew 42.3%, from $5M to $7M.
Which Other plans are similar in size to Dollar Energy Fund, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Central Nebraska Community Action Partnership Inc 403(b) Retirement Plan in NE ($5M, 201 participants).
Which Other plans cover a similar participant headcount to Dollar Energy Fund, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (109 participants, $24M in assets).