Other · DOL Form 5500 · 2022
Caring People Alliance Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $19,510
- Avg per participant Low balance/head
Official DOL plan name: Caring People Alliance Defined Contribution Retirement Plan · Sponsored by Caring People Alliance · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 223 participants
Caring People Alliance's Caring People Alliance Defined Contribution Retirement Plan reported $4M in total assets and 223 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.
- #10,616 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Caring People Alliance Defined Contribution Retirement Plan covers 223 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #10,616
- in Healthcare & Social Assistance (20,060 peers)
- -20.7%
- 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.
Caring People Alliance Defined Contribution Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caring People Alliance Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,350,785 48th percentile higher than 48% 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
Caring People Alliance Defined Contribution 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. Caring People Alliance Defined Contribution Retirement Plan sits mid-pack in the medium band (223 participants).
DOL schedule card
Filing strip 231352104 · Caring People Alliance PY 2022 · Other
Caring People Alliance Defined Contribution Retirement Plan · $4M · 223 · 48th
- BOY $4M
- BOY 223
- BOY 48th
- BOY Other
- BOY near Scioto Paint Valley Mental Health Center, Inc 403b Plan
- BOY ind #10616
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 →
Caring People Alliance Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 231352104 |
| Plan Effective Date | 1996-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caring People Alliance)
Sponsor-wide plan assets over time
All Caring People Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.2200131700371313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $4M |
| 2023 | 1 | 229 | $5M |
| 2024 | 1 | 231 | $4M |
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
Caring People Alliance Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Scioto Paint Valley Mental Health Center, Inc 403b Plan in OH ($4M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Scioto Paint Valley Mental Health Center, Inc 403b Plan (OH) $4M · 157
- Christian Retirement Homes, Inc. Dba Eastmont Towers Tax Deferred Annuity Plan (NE) $4M · 202
- Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum (TX) $4M · 87
- Tioga Medical Center 403(b) Retirement Savings Plan (ND) $4M · 128
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) 223 · 0 off
- Lakeside School Defined Contribution Retirement Plan (WA) 223 · 0 off
- Golden Gate University Retirement Plan (CA) 223 · 0 off
- Montverde Academy Retirement Plan (FL) 223 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.