Profit Sharing · DOL Form 5500 · 2022
The Health Federation of Philadelphia Profit Sharing Plan
Data updated 2026-08-06
- $15M
- Total assets
- 359
- Participants
- 72nd
- Percentile by assets
- $40,918
- Avg per participant
Official DOL plan name: The Health Federation of Philadelphia 403(b) Plan · Sponsored by The Health Federation of Philadelphia · Pennsylvania · Healthcare & Social Assistance
$15M in assets, 359 participants
The Health Federation of Philadelphia's The Health Federation of Philadelphia 403(b) Plan reported $15M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,258 plans)
- #15,408 in Healthcare & Social Assistance (20,087 peers)
Coverage in Pennsylvania
The Health Federation of Philadelphia 403(b) Plan covers 359 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~824 per filing). Assets: $15M.
- $15M
- total plan assets (2022 EOY)
- 359
- covered participants
- 72nd
- percentile by assets (of 139,258 plans)
- $40,918
- avg assets per participant
The plan reported a net loss of $913K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. The Health Federation of Philadelphia 403(b) Plan reports 359 participants - about 44% of that state average ($15M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$913K |
| Employer EIN | 232244355 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Health Federation of Philadelphia)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $15M |
| 2023 | 1 | 370 | $18M |
| 2024 | 1 | 404 | $19M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Health Federation of Philadelphia 403(b) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Health Federation of Philadelphia 403(b) Plan by total assets, not by location.
- Ritewood Inc Retirement Plan (ID) $15M · 113
- German, Vreeland & Associates, LLP Basic Profit Sharing Pension Plan (NJ) $15M · 8
- James E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and Trust (NV) $15M · 30
- Cleveland Museum of Natural History DC Retirement Plan (OH) $15M · 206
Frequently Asked Questions
How did The Health Federation of Philadelphia 403(b) Plan assets move in 2022? ▼
How have The Health Federation of Philadelphia plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to The Health Federation of Philadelphia 403(b) Plan? ▼
Next read for The Health Federation of Philadelphia 40…
Filing takeaways
Ways to act on The Health Federation of Philadelphia 403(b) Plan's numbers.
- By total assets, The Health Federation of Philadelphia 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- The Health Federation of Philadelphia's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans