Other · DOL Form 5500 · 2022

Independence Mission Schools Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
397
Participants Below avg headcount
53rd
Percentile by assets National rank
$14,035
Avg per participant Low balance/head
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Official DOL plan name: Independence Mission Schools 403(b) Plan · Sponsored by Independence Mission Schools · Pennsylvania · Educational Services

$6M in assets, 397 participants

Independence Mission Schools's Independence Mission Schools 403(b) Plan reported $6M in total assets and 397 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.

  • #1,502 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Independence Mission Schools 403(b) Plan covers 397 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#1,502
in Educational Services (4,024 peers)
-14.1%
assets change YoY

The plan reported a net loss of $916K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independence Mission Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Independence Mission Schools 403(b) Plan vs every filed plan by assets

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

$5,571,979 Top 47% higher than 53% 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

Independence Mission Schools 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. Independence Mission Schools 403(b) Plan sits mid-pack in the medium band (397 participants).

Published 5500 schedule card

Filing strip 454720688 · Independence Mission Schools PY 2022 · Other

Independence Mission Schools 403(b) Plan · $6M · 397 · 53rd

  • BOOK $6M
  • VS-ST 397
  • BOY 53rd
  • SCH Other
  • EBSA near Childhaven 403(b) Employee Benefit Plan
  • PART ind #1502

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 →

Independence Mission Schools 403(b) Plan in the asset neighbourhood

Manned Space Flight Education Foundation 403(b) PlanManned Space Flight Educatio…$6MIndependence Mission Schools 403(b) PlanIndependence Mission Schools…$6MChildhaven 403(b) Employee Benefit PlanChildhaven 403(b) Employee B…$6MUnited Ability, Inc. 403(b) Retirement PlanUnited Ability, Inc. 403(b) …$6MHeights Christian School 403(b) PlanHeights Christian School 403…$6M
End-of-year total assets ($M) among Independence Mission Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$916K
Employer EIN454720688
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independence Mission Schools)

Sponsor-wide plan assets over time

All Independence Mission Schools plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.858164038306676% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.57M $7.4M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 397 $6M
2023 1 429 $7M
2024 1 434 $7M

Nearby Other Plans in Pennsylvania

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

Independence Mission Schools 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Independence Mission Schools 403(b) Plan, Total assets ($B): 0.005571979 · Participants: 397Independence Mission Schools 403(b) 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
Independence Mission Schools 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Independence Mission Schools 403(b) Plan side-by-side with 3 peers →

Independence Mission Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Childhaven 403(b) Employee Benefit Plan in WA ($6M); by covered participants it is Illinois College Defined Contribution Retirement Plan in IL (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Independence Mission Schools 403(b) Plan assets move in 2022? ▼
Independence Mission Schools 403(b) Plan pulled back noticeably - down 14.1% during 2022, from $6M to $6M. Reported net income was -$916K.
How have Independence Mission Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Mission Schools's sponsor-wide assets grew 32.9%, from $6M to $7M.
Which Other plans are similar in size to Independence Mission Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Childhaven 403(b) Employee Benefit Plan in WA ($6M, 116 participants).
Which Other plans cover a similar participant headcount to Independence Mission Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois College Defined Contribution Retirement Plan in IL (397 participants, N/A 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 454720688.

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.