Other · DOL Form 5500 · 2022

Ecumenical Enterprises, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
197
Participants Below avg headcount
50th
Percentile by assets National rank
$24,442
Avg per participant Low balance/head
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Official DOL plan name: Eei Pension Program · Sponsored by Ecumenical Enterprises, Inc. · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 197 participants

Ecumenical Enterprises, Inc.'s Eei Pension Program reported $5M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,102 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Eei Pension Program covers 197 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#11,102
in Healthcare & Social Assistance (20,060 peers)
+18.8%
assets growth YoY

Eei Pension Program's mid-pack asset rank among Healthcare & Social Assistance and all filers

Eei Pension Program vs every filed plan by assets

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

$4,815,030 Top 50% higher than 50% 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

Eei Pension Program 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. Eei Pension Program sits mid-pack in the medium band (197 participants).

DOL schedule card

Filing strip 231714246 · Ecumenical Enterprises, Inc. PY 2022 · Other

Eei Pension Program · $5M · 197 · 50th

  • ASSETS $5M
  • ASSETS 197
  • ASSETS 50th
  • ASSETS Other
  • ASSETS near 403(b) Thrift Plan of Union Settlement Association
  • ASSETS ind #11102

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 →

Eei Pension Program in the asset neighbourhood

Eei Pension Program$5MBethany Retirement Home, Inc. Tax Deferred Annuity PlanBethany Retirement Home, Inc…$5M403(b) Thrift Plan of Union Settlement Association403(b) Thrift Plan of Union …$5MHoffmann Hospice 403(b) Plan$5MSertoma Centre Inc. Defined Contribution PlanSertoma Centre Inc. Defined …$5M
End-of-year total assets ($M) among Eei Pension Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$761K
Employer EIN231714246
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ecumenical Enterprises, Inc.)

Sponsor-wide plan assets over time

All Ecumenical Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.684662400857315% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M$5.4M$5.6M 20222024 $4.82M $5.38M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 197 $5M
2024 1 135 $5M

Nearby Other Plans in Pennsylvania

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

Eei Pension Program vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Eei Pension Program, Total assets ($B): 0.00481503 · Participants: 197Eei Pension ProgramThe 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
Eei Pension Program vs. nearby Other plans in Pennsylvania, assets vs. participants

Eei Pension Program's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Union Settlement Association in NY ($5M); by covered participants it is Marin Country Day School Defined Contribution 403(b) Retirement Plan in CA (197 participants). Same-state nearby plans are listed separately above.

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 Eei Pension Program assets move in 2022?
Eei Pension Program grew sharply - up 18.8% during 2022, from $4M to $5M. Reported net income was $761K.
How have Ecumenical Enterprises, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2024), Ecumenical Enterprises, Inc.'s sponsor-wide assets grew 11.7%, from $5M to $5M.
Which Other plans are similar in size to Eei Pension Program?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Union Settlement Association in NY ($5M, 279 participants).
Which Other plans cover a similar participant headcount to Eei Pension Program?
Among Other plans in other states, the closest by covered participants is Marin Country Day School Defined Contribution 403(b) Retirement Plan in CA (197 participants, $50M in assets).