Other · DOL Form 5500 · 2022
Upper Moreland Free Public Library Retirement Plan
Data updated 2026-08-25
- $842K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $168,424
- Avg per participant Above avg balance/head
Official DOL plan name: Upper Moreland Free Public Library 403(b) DC Plan · Sponsored by Upper Moreland Free Public Library · Pennsylvania · Information & Media
$842K in assets, 5 participants
Upper Moreland Free Public Library's Upper Moreland Free Public Library 403(b) DC Plan reported $842K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #340 in Information & Media (2,911 peers)
Upper Moreland Free Public Library multi-year trail
Upper Moreland Free Public Library's plans moved +18.1% in assets from 2022 to 2024; this filing shows Upper Moreland Free Public Library 403(b) DC Plan at $842K / 5 participants.
- #340
- in Information & Media (2,911 peers)
- -20.4%
- assets change YoY
The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upper Moreland Free Public Library 403(b) DC Plan among the smaller filed plans by assets
Upper Moreland Free Public Library 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$842,118 23rd percentile higher than 23% 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
Upper Moreland Free Public Library 403(b) DC Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Moreland Free Public Library 403(b) DC Plan is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 231603669 · Upper Moreland Free Public Library PY 2022 · Other
Upper Moreland Free Public Library 403(b) DC Plan · $842K · 5 · 23rd
- VS-ST $842K
- VS-ST 5
- VS-ST 23rd
- VS-ST Other
- VS-ST near Evansville Arc, Inc.
- VS-ST ind #340
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 Information & Media retirement plans → · Plans in Pennsylvania →
Upper Moreland Free Public Library 403(b) DC Plan in the asset neighbourhood
Upper Moreland Free Public Library multi-year asset trail
Sponsor-wide plan assets over time
All Upper Moreland Free Public Library plans reported in each filing year
- Latest sponsor-wide plan assets
- $995K 18.09841376149186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $842K |
| 2023 | 1 | 5 | $820K |
| 2024 | 1 | 5 | $995K |
Upper Moreland Free Public Library filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $842K |
| Net Income | -$216K |
| Employer EIN | 231603669 |
| Plan Effective Date | 1991-01-01 |
| 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
Upper Moreland Free Public Library 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Evansville Arc, Inc. in IN ($839K); by covered participants it is James Ooi Md Apc Profit Sharing Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($842K here).
- Evansville Arc, Inc. (IN) $839K · 106
- Drug Abuse Alternatives Center 403(b) Retirement Plan (CA) $845K · 60
- St. Joseph Residence, Inc. 403(b) Plan (WI) $838K · 170
- Westside Community Mental Health Center, Inc. Employer Savings Plan (CA) $847K · 132
Similar participant headcount
Nearest other-state filings by covered participants (5 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.