Other · DOL Form 5500 · 2022

Phmc Integrated Dba Fairwold Academy Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
146
Participants Small participant base
56th
Percentile by assets National rank
$44,386
Avg per participant Low balance/head
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Official DOL plan name: Phmc Integrated 403b Plan · Sponsored by Phmc Integrated Dba Fairwold Academy · Pennsylvania · Educational Services

$6M in assets, 146 participants

Phmc Integrated Dba Fairwold Academy's Phmc Integrated 403b Plan reported $6M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,596 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Phmc Integrated 403b Plan covers 146 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#1,596
in Educational Services (4,024 peers)
+12.3%
assets growth YoY

Phmc Integrated 403b Plan's mid-pack asset rank among Educational Services and all filers

Phmc Integrated 403b Plan vs every filed plan by assets

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

$6,480,405 Top 44% higher than 56% 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

Phmc Integrated 403b 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. Phmc Integrated 403b Plan sits mid-pack in the medium band (146 participants).

Published 5500 schedule card

Filing strip 231729031 · Phmc Integrated Dba Fairwold Academy PY 2022 · Other

Phmc Integrated 403b Plan · $6M · 146 · 56th

  • SCH $6M
  • EBSA 146
  • PART 56th
  • TYPE Other
  • NET near 403(b) Thrift Plan of Advancement Project Education Fund
  • BOOK ind #1596

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 →

Phmc Integrated 403b Plan in the asset neighbourhood

St. Vincent De Paul of Baltimore 403(b) PlanSt. Vincent De Paul of Balti…$6MRainelle Medical Center, Inc. DC Retirement PlanRainelle Medical Center, Inc…$6MPhmc Integrated 403b Plan$6M403(b) Thrift Plan of Advancement Project Education Fund403(b) Thrift Plan of Advanc…$6MEmployee Benefit Plan of Child Development ResourcesEmployee Benefit Plan of Chi…$6M
End-of-year total assets ($M) among Phmc Integrated 403b 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$707K
Employer EIN231729031
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phmc Integrated Dba Fairwold Academy)

Sponsor-wide plan assets over time

All Phmc Integrated Dba Fairwold Academy plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.784322893399409% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.44M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 146 $6M
2023 1 115 $7M
2024 1 116 $7M

Nearby Other Plans in Pennsylvania

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

Phmc Integrated 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Phmc Integrated 403b Plan, Total assets ($B): 0.006480405 · Participants: 146Phmc Integrated 403b 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
Phmc Integrated 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Phmc Integrated 403b Plan side-by-side with 3 peers →

Phmc Integrated 403b Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Advancement Project Education Fund in DC ($6M); by covered participants it is Virginia Supportive Housing 403(b) Plan in VA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Phmc Integrated 403b Plan assets move in 2022? ▼
Phmc Integrated 403b Plan grew at a solid clip - up 12.3% during 2022, from $6M to $6M. Reported net income was $707K.
How have Phmc Integrated Dba Fairwold Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phmc Integrated Dba Fairwold Academy's sponsor-wide assets grew 14.8%, from $6M to $7M.
Which Other plans are similar in size to Phmc Integrated 403b Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Advancement Project Education Fund in DC ($6M, 67 participants).
Which Other plans cover a similar participant headcount to Phmc Integrated 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Virginia Supportive Housing 403(b) Plan in VA (146 participants, $1M 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 231729031.

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.