Profit Sharing · DOL Form 5500 · 2022
The Health Federation of Philadelphia Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 359
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $40,918
- Avg per participant Low balance/head
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.
- #15,388 in Healthcare & Social Assistance (20,060 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 ~822 per filing). Assets: $15M.
- #15,388
- in Healthcare & Social Assistance (20,060 peers)
- -5.9%
- assets change YoY
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.
The Health Federation of Philadelphia 403(b) Plan's outsized position by total assets
The Health Federation of Philadelphia 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,689,416 Top 28% higher than 72% 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
The Health Federation of Philadelphia 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. The Health Federation of Philadelphia 403(b) Plan sits mid-pack in the medium band (359 participants).
Plan-year Form 5500 strip
Filing strip 232244355 · The Health Federation of Philadelphia PY 2022 · Profit Sharing
The Health Federation of Philadelphia 403(b) Plan · $15M · 359 · 72nd
- EOY $15M
- 5500 359
- ASSETS 72nd
- PCT Profit Sharing
- EIN near Ritewood Inc Retirement Plan
- RANK ind #15388
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 →
The Health Federation of Philadelphia 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Health Federation of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.913713656145347% vs 2022
- 2024 filing year
| 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.
- 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
The Health Federation of Philadelphia 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Ritewood Inc Retirement Plan in ID ($15M); by covered participants it is Lifegift Organ Donation Center Defined Contribution Plan in TX (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (359 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.