401(k) · DOL Form 5500 · 2022

Holy Family Institute 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
376
Participants Below avg headcount
61st
Percentile by assets National rank
$22,160
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holy Family Institute Retirement Plan · Sponsored by Holy Family Institute · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 376 participants

Holy Family Institute's Holy Family Institute Retirement Plan reported $8M in total assets and 376 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,419 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Holy Family Institute Retirement Plan covers 376 participants in Pennsylvania, about 46% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#13,419
in Healthcare & Social Assistance (20,060 peers)
+15.8%
assets growth YoY

Holy Family Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Holy Family Institute Retirement Plan vs every filed plan by assets

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

$8,332,117 Top 39% higher than 61% 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

Holy Family Institute Retirement 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. Holy Family Institute Retirement Plan sits mid-pack in the medium band (376 participants).

DOL schedule card

Filing strip 250984606 · Holy Family Institute PY 2022 · 401(k)

Holy Family Institute Retirement Plan · $8M · 376 · 61st

  • 5500 $8M
  • 5500 376
  • 5500 61st
  • 5500 401(k)
  • 5500 near Arcturus Therapeutics, Inc. 401(k) Plan
  • 5500 ind #13419

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 →

Holy Family Institute Retirement Plan in the asset neighbourhood

Holy Family Institute Retirement PlanHoly Family Institute Retire…$8MArcturus Therapeutics, Inc. 401(k) PlanArcturus Therapeutics, Inc. …$8MClose Up Foundation 403(b) Retirement PlanClose Up Foundation 403(b) R…$8MConcord Coach Lines, Inc. 401(k) Profit Sharing PlanConcord Coach Lines, Inc. 40…$8MJet Access Team Solutions, LLC 401(k) PlanJet Access Team Solutions, L…$8M
End-of-year total assets ($M) among Holy Family Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN250984606
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Family Institute)

Sponsor-wide plan assets over time

All Holy Family Institute plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.72158624272799% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.33M $10.6M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 376 $8M
2023 1 356 $9M
2024 1 314 $11M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Holy Family Institute Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Holy Family Institute Retirement Plan, Total assets ($B): 0.008332117 · Participants: 376Holy Family Institute Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Holy Family Institute Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Holy Family Institute Retirement Plan side-by-side with 3 peers →

Holy Family Institute Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Arcturus Therapeutics, Inc. 401(k) Plan in CA ($8M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 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 Holy Family Institute Retirement Plan assets move in 2022? ▼
Holy Family Institute Retirement Plan grew sharply - up 15.8% during 2022, from $7M to $8M. Reported net income was $1M.
How have Holy Family Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holy Family Institute's sponsor-wide assets grew 27.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Holy Family Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcturus Therapeutics, Inc. 401(k) Plan in CA ($8M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Holy Family Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwill Industries of New Mexico 403(b) Plan in NM (376 participants, $2M 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 250984606.

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.