Profit Sharing · DOL Form 5500 · 2022

PHILABUNDANCE Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
155
Participants Small participant base
49th
Percentile by assets National rank
$30,143
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Philabundance · Sponsored by PHILABUNDANCE · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 155 participants

PHILABUNDANCE's 403(b) Thrift Plan of Philabundance reported $5M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,960 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

403(b) Thrift Plan of Philabundance covers 155 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#10,960
in Healthcare & Social Assistance (20,060 peers)
-16.0%
assets change YoY

The plan reported a net loss of $892K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Philabundance's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Philabundance vs every filed plan by assets

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

$4,672,152 49th percentile higher than 49% 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

403(b) Thrift Plan of Philabundance 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. 403(b) Thrift Plan of Philabundance sits mid-pack in the medium band (155 participants).

Published 5500 schedule card

Filing strip 232290505 · PHILABUNDANCE PY 2022 · Profit Sharing

403(b) Thrift Plan of Philabundance · $5M · 155 · 49th

  • PCT $5M
  • EIN 155
  • RANK 49th
  • PHOTO Profit Sharing
  • IND near Mcp Profit Sharing Plan
  • EOY ind #10960

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 →

403(b) Thrift Plan of Philabundance in the asset neighbourhood

403(b) Thrift Plan of Philabundance403(b) Thrift Plan of Philab…$5MMcp Profit Sharing Plan$5MYoung J. Ko, M.D., Inc. Profit Sharing PlanYoung J. Ko, M.D., Inc. Prof…$5MAnother Road, LLC Profit Sharing PlanAnother Road, LLC Profit Sha…$5MWilton Investments, Inc. Retirement PlanWilton Investments, Inc. Ret…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Philabundance and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$892K
Employer EIN232290505
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PHILABUNDANCE)

Sponsor-wide plan assets over time

All PHILABUNDANCE plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.053493978791787% vs 2022
2023 filing year
$4.6M$4.8M$5M$5.2M 20222023 $4.67M $5.1M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 155 $5M
2023 1 176 $5M

Nearby Profit Sharing Plans in Pennsylvania

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

403(b) Thrift Plan of Philabundance vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan of Philabundance, Total assets ($B): 0.004672152 · Participants: 155403(b) Thrift Plan of PhilabundanceEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
403(b) Thrift Plan of Philabundance vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of Philabundance side-by-side with 3 peers →

403(b) Thrift Plan of Philabundance's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Mcp Profit Sharing Plan in OR ($5M); by covered participants it is Langlas & Associates, Inc. Profit Sharing Plan in MT (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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 403(b) Thrift Plan of Philabundance assets move in 2022? ▼
403(b) Thrift Plan of Philabundance declined sharply - down 16.0% during 2022, from $6M to $5M. Reported net income was -$892K.
How have PHILABUNDANCE plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), PHILABUNDANCE's sponsor-wide assets grew 9.1%, from $5M to $5M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan of Philabundance? ▼
Among Profit Sharing plans in other states, the closest by assets is Mcp Profit Sharing Plan in OR ($5M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan of Philabundance? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Langlas & Associates, Inc. Profit Sharing Plan in MT (155 participants, $13M 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 232290505.

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.