Other · DOL Form 5500 · 2022
Friends Select School Retirement Plan
Data updated 2026-08-11
- $33M
- Total assets
- 132
- Participants
- 84th
- Percentile by assets
- $252,849
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $33M
- total plan assets (2022 EOY)
- 132
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $252,849
- avg assets per participant
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.
Where Friends Select School Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Friends Select School Retirement Plan reports 132 participants - about 16% of that state average ($33M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$6M |
| Employer EIN | 230604370 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Friends Select School)
| 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.
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Friends Select School Retirement Plan by total assets, not by location.
- Oup USA Employee Thrift Plan (NY) $33M · 373
- Didi Hirsch Mental Health Services Retirement Plan (CA) $33M · 518
- 403(b) Thrift Plan of Thundermist Health Center (RI) $33M · 708
- Jobs for the Future, Inc. Retirement Plan (MA) $33M · 386
Frequently Asked Questions
How did Friends Select School Retirement Plan assets move in 2022? ▼
How have Friends Select School plan assets changed over time? ▼
Where does Friends Select School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Friends Select School Retirement Plan? ▼
Next read for Friends Select School Retirement Plan
Filing takeaways
Ways to act on Friends Select School Retirement Plan's numbers.
- By total assets, Friends Select School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Friends Select School's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Educational Services plans