Other · DOL Form 5500 · 2022
West Philadelphia Community Mental Health Consortium, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 220
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $13,914
- Avg per participant Low balance/head
Official DOL plan name: The Consortium 403(b) Plan · Sponsored by West Philadelphia Community Mental Health Consortium, Inc. · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 220 participants
West Philadelphia Community Mental Health Consortium, Inc.'s The Consortium 403(b) Plan reported $3M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,921 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
The Consortium 403(b) Plan covers 220 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.
- #8,921
- in Healthcare & Social Assistance (20,060 peers)
- -20.4%
- assets change YoY
The plan reported a net loss of $784K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Consortium 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Consortium 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,061,104 41st percentile higher than 41% 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
The Consortium 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. The Consortium 403(b) Plan sits mid-pack in the medium band (220 participants).
Form 5500 schedule snapshot
Filing strip 231744721 · West Philadelphia Community Mental Health Consortium, Inc. PY 2022 · Other
The Consortium 403(b) Plan · $3M · 220 · 41st
- BOY $3M
- BOY 220
- BOY 41st
- BOY Other
- BOY near Homesafe 403(b) Retirement Plan
- BOY ind #8921
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 →
The Consortium 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$784K |
| Employer EIN | 231744721 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Philadelphia Community Mental Health Consortium, Inc.)
Sponsor-wide plan assets over time
All West Philadelphia Community Mental Health Consortium, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 15.278670701812155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $3M |
| 2023 | 1 | 219 | $3M |
| 2024 | 1 | 241 | $4M |
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
The Consortium 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Homesafe 403(b) Retirement Plan in FL ($3M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Homesafe 403(b) Retirement Plan (FL) $3M · 126
- Lima Memorial Health System 403(b) Plan (OH) $3M · 1,553
- Wexner Heritage Village 403(b) Plan (OH) $3M · 224
- Serving Seniors 403(b) Plan (CA) $3M · 102
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- The Chapin School Retirement and Savings Plan (NY) 220 · 0 off
- Developmental Services Retirement Plan (TN) 220 · 0 off
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) 220 · 0 off
- Upac 403b Plan (CA) 220 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.