Other · DOL Form 5500 · 2022

William Penn Charter School Overseers of the Public School Retirement Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
283
Participants Below avg headcount
90th
Percentile by assets National rank
$219,840
Avg per participant Above avg balance/head
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Official DOL plan name: William Penn Charter School Defined Contribution Plan · Sponsored by William Penn Charter School Overseers of the Public School · Pennsylvania · Educational Services

$62M in assets, 283 participants

William Penn Charter School Overseers of the Public School's William Penn Charter School Defined Contribution Plan reported $62M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,262 in Educational Services (4,024 peers)

Coverage in Pennsylvania

William Penn Charter School Defined Contribution Plan covers 283 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $62M.

#3,262
in Educational Services (4,024 peers)
-12.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Penn Charter School Defined Contribution Plan's outsized position by total assets

William Penn Charter School Defined Contribution Plan vs every filed plan by assets

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

$62,214,697 Top 10% higher than 90% 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

William Penn Charter School Defined Contribution 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. William Penn Charter School Defined Contribution Plan sits mid-pack in the medium band (283 participants).

DOL schedule card

Filing strip 230953760 · William Penn Charter School Overseers of the Public School PY 2022 · Other

William Penn Charter School Defined Contribution Plan · $62M · 283 · 90th

  • RANK $62M
  • RANK 283
  • RANK 90th
  • RANK Other
  • RANK near Blair Academy DC Retirement Plan
  • RANK ind #3262

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 →

William Penn Charter School Defined Contribution Plan in the asset neighbourhood

John Burroughs School Defined Contribution Retirement PlanJohn Burroughs School Define…$62MWilliam Penn Charter School Defined Contribution PlanWilliam Penn Charter School …$62MBlair Academy DC Retirement PlanBlair Academy DC Retirement …$62MCenter for Strategic and International Studies Retirement PlanCenter for Strategic and Int…$62MThe Village Care Tax Deferred Annuity PlanThe Village Care Tax Deferre…$62M
End-of-year total assets ($M) among William Penn Charter School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$62M
Net Income-$9M
Employer EIN230953760
Plan Effective Date1929-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Penn Charter School Overseers of the Public School)

Sponsor-wide plan assets over time

All William Penn Charter School Overseers of the Public School plans reported in each filing year

Latest sponsor-wide plan assets
$79M 27.110545921327883% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.2M $79.1M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 283 $62M
2023 1 293 $70M
2024 1 289 $79M

Nearby Other Plans in Pennsylvania

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

William Penn Charter School Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants William Penn Charter School Defined Contribution Plan, Total assets ($B): 0.062214697 · Participants: 283William Penn Charter School Defined Contribution 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
William Penn Charter School Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare William Penn Charter School Defined Contribution Plan side-by-side with 3 peers →

William Penn Charter School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Blair Academy DC Retirement Plan in NJ ($62M); by covered participants it is Hanover College 403(b) Retirement Plan in IN (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 William Penn Charter School Defined Contribution Plan assets move in 2022? ▼
William Penn Charter School Defined Contribution Plan pulled back noticeably - down 12.8% during 2022, from $71M to $62M. Reported net income was -$9M.
How have William Penn Charter School Overseers of the Public School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Penn Charter School Overseers of the Public School's sponsor-wide assets grew 27.1%, from $62M to $79M.
Where does William Penn Charter School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
William Penn Charter School Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to William Penn Charter School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Blair Academy DC Retirement Plan in NJ ($62M, 164 participants).
Which Other plans cover a similar participant headcount to William Penn Charter School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Hanover College 403(b) Retirement Plan in IN (283 participants, $59M 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 230953760.

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.