Other · DOL Form 5500 · 2022
Brian's House Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 315
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $17,801
- Avg per participant Low balance/head
Official DOL plan name: Brian's House 403(b) Plan · Sponsored by Brian's House · Pennsylvania · Healthcare & Social Assistance
$6M in assets, 315 participants
Brian's House's Brian's House 403(b) Plan reported $6M in total assets and 315 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #11,777 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Brian's House 403(b) Plan covers 315 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.
- #11,777
- in Healthcare & Social Assistance (20,060 peers)
- +11.3%
- assets growth YoY
Brian's House 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brian's House 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,607,212 Top 47% higher than 53% 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
Brian's House 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. Brian's House 403(b) Plan sits mid-pack in the medium band (315 participants).
DOL schedule card
Filing strip 231990596 · Brian's House PY 2022 · Other
Brian's House 403(b) Plan · $6M · 315 · 53rd
- ASSETS $6M
- ASSETS 315
- ASSETS 53rd
- ASSETS Other
- ASSETS near Unified Community Connections, Inc 403(b) Tda Plan
- ASSETS ind #11777
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 →
Brian's House 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $570K |
| Employer EIN | 231990596 |
| Plan Effective Date | 2017-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brian's House)
Sponsor-wide plan assets over time
All Brian's House plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 88.786013441261% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 315 | $6M |
| 2023 | 1 | 358 | $8M |
| 2024 | 1 | 365 | $11M |
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
Brian's House 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Unified Community Connections, Inc 403(b) Tda Plan in MD ($6M); by covered participants it is Wellspring Child & Family Service 403(b) Retirement Plan in MI (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.
- Wellspring Child & Family Service 403(b) Retirement Plan (MI) 315 · 0 off
- Peddie School 403(b) Tda & DC Plan (NJ) 315 · 0 off
- Candid Defined Contribution Retirement Plan (NY) 315 · 0 off
- Rochester Friendly Home 403(b) Plan (NY) 315 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.