Other · DOL Form 5500 · 2022

Water Street Ministries Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
119
Participants Small participant base
40th
Percentile by assets National rank
$24,762
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Water Street Ministries · Sponsored by Water Street Ministries · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 119 participants

Water Street Ministries's 403(b) Thrift Plan of Water Street Ministries reported $3M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,720 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

403(b) Thrift Plan of Water Street Ministries covers 119 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#8,720
in Healthcare & Social Assistance (20,060 peers)
-7.9%
assets change YoY

The plan reported a net loss of $252K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

403(b) Thrift Plan of Water Street Ministries vs every filed plan by assets

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

$2,946,705 40th percentile higher than 40% 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 Water Street Ministries 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 Water Street Ministries sits mid-pack in the medium band (119 participants).

Published 5500 schedule card

Filing strip 236004676 · Water Street Ministries PY 2022 · Other

403(b) Thrift Plan of Water Street Ministries · $3M · 119 · 40th

  • BOY $3M
  • SCH 119
  • EBSA 40th
  • PART Other
  • TYPE near La Clinica Del Pueblo 403(b)
  • NET ind #8720

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 Water Street Ministries in the asset neighbourhood

403(b) Thrift Plan of Water Street Ministries403(b) Thrift Plan of Water …$3MLa Clinica Del Pueblo 403(b)$3MPolaris Project 403(b) Plan$3MFort Wayne Zoological Society Matching Retirement PlanFort Wayne Zoological Societ…$3MWhittier Street Health Center 403(b) PlanWhittier Street Health Cente…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Water Street Ministries and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$252K
Employer EIN236004676
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Water Street Ministries)

Sponsor-wide plan assets over time

All Water Street Ministries plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.60174839354465% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.95M $4.29M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 119 $3M
2023 1 124 $4M
2024 1 146 $4M

Nearby Other Plans in Pennsylvania

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

403(b) Thrift Plan of Water Street Ministries vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Water Street Ministries, Total assets ($B): 0.002946705 · Participants: 119403(b) Thrift Plan of Water Street MinistriesThe 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
403(b) Thrift Plan of Water Street Ministries vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of Water Street Ministries side-by-side with 3 peers →

403(b) Thrift Plan of Water Street Ministries's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is La Clinica Del Pueblo 403(b) in DC ($3M); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 403(b) Thrift Plan of Water Street Ministries assets move in 2022? ▼
403(b) Thrift Plan of Water Street Ministries pulled back noticeably - down 7.9% during 2022, from $3M to $3M. Reported net income was -$252K.
How have Water Street Ministries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Water Street Ministries's sponsor-wide assets grew 45.6%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Water Street Ministries? ▼
Among Other plans in other states, the closest by assets is La Clinica Del Pueblo 403(b) in DC ($3M, 119 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Water Street Ministries? ▼
Among Other plans in other states, the closest by covered participants is Lees-Mcrae College 403(b) Retirement Plan in NC (119 participants, $14M 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 236004676.

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.