Other · DOL Form 5500 · 2022
Childrens Literacy Initiative Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $65,510
- Avg per participant Low balance/head
Official DOL plan name: Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans · Sponsored by Childrens Literacy Initiative · Pennsylvania · Educational Services
$8M in assets, 123 participants
Childrens Literacy Initiative's Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans reported $8M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #1,760 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans covers 123 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #1,760
- in Educational Services (4,024 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $951K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans's mid-pack asset rank among Educational Services and all filers
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,057,685 Top 40% higher than 60% 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
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans 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. Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans sits mid-pack in the medium band (123 participants).
Plan-year Form 5500 strip
Filing strip 232515768 · Childrens Literacy Initiative PY 2022 · Other
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans · $8M · 123 · 60th
- BOY $8M
- SCH 123
- EBSA 60th
- PART Other
- TYPE near The Floating Hospital Tax Sheltered Annuity Plan
- NET ind #1760
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 →
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$951K |
| Employer EIN | 232515768 |
| Plan Effective Date | 2003-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Literacy Initiative)
Sponsor-wide plan assets over time
All Childrens Literacy Initiative plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 5.816807184693866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $8M |
| 2023 | 1 | 98 | $9M |
| 2024 | 1 | 78 | $9M |
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
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Floating Hospital Tax Sheltered Annuity Plan in NY ($8M); by covered participants it is Lawrence Academy Retirement Plan in MA (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Lawrence Academy Retirement Plan (MA) 123 · 0 off
- Epsi 403(b) Plan (TX) 123 · 0 off
- Medic Ems Retirement Plan (IA) 123 · 0 off
- Vita-Living, Inc. 403(b) Plan (TX) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.