Other · DOL Form 5500 · 2022

Friends Select School Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
132
Participants Small participant base
84th
Percentile by assets National rank
$252,849
Avg per participant Above avg balance/head
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Official DOL plan name: Friends Select School Retirement Plan · Sponsored by Friends Select School · Pennsylvania · Educational Services

$33M in assets, 132 participants

Friends Select School's Friends Select School Retirement Plan reported $33M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,838 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Friends Select School Retirement Plan covers 132 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.

#2,838
in Educational Services (4,024 peers)
-15.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Friends Select School Retirement Plan's outsized position by total assets

Friends Select School Retirement Plan vs every filed plan by assets

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

$33,376,069 Top 16% higher than 84% 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

Friends Select School 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. Friends Select School Retirement Plan sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 230604370 · Friends Select School PY 2022 · Other

Friends Select School Retirement Plan · $33M · 132 · 84th

  • PHOTO $33M
  • PHOTO 132
  • PHOTO 84th
  • PHOTO Other
  • PHOTO near Oup USA Employee Thrift Plan
  • PHOTO ind #2838

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 Educational Services retirement plans → · Plans in Pennsylvania →

Friends Select School Retirement Plan in the asset neighbourhood

Jobs for the Future, Inc. Retirement PlanJobs for the Future, Inc. Re…$33MOup USA Employee Thrift Plan$33MFriends Select School Retirement PlanFriends Select School Retire…$33MDidi Hirsch Mental Health Services Retirement PlanDidi Hirsch Mental Health Se…$33M403(b) Thrift Plan of Thundermist Health Center403(b) Thrift Plan of Thunde…$33M
End-of-year total assets ($M) among Friends Select School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$33M
Net Income-$6M
Employer EIN230604370
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Friends Select School)

Sponsor-wide plan assets over time

All Friends Select School plans reported in each filing year

Latest sponsor-wide plan assets
$43M 27.61719182687452% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.4M $42.6M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 132 $33M
2023 1 137 $38M
2024 1 143 $43M

Nearby Other Plans in Pennsylvania

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

Friends Select School Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Friends Select School Retirement Plan, Total assets ($B): 0.033376069 · Participants: 132Friends Select School Retirement 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
Friends Select School Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Friends Select School Retirement Plan side-by-side with 3 peers →

Friends Select School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Oup USA Employee Thrift Plan in NY ($33M); by covered participants it is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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.

Frequently Asked Questions

How did Friends Select School Retirement Plan assets move in 2022? ▼
Friends Select School Retirement Plan declined sharply - down 15.0% during 2022, from $39M to $33M. Reported net income was -$6M.
How have Friends Select School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friends Select School's sponsor-wide assets grew 27.6%, from $33M to $43M.
Where does Friends Select School Retirement Plan rank by assets among Form 5500 filers? ▼
Friends Select School Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Friends Select School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oup USA Employee Thrift Plan in NY ($33M, 373 participants).
Which Other plans cover a similar participant headcount to Friends Select School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL (132 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230604370.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.