Other · DOL Form 5500 · 2022

The Council of Southeast Pennsylvania, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
91
Participants Small participant base
41st
Percentile by assets National rank
$34,522
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. · Sponsored by The Council of Southeast Pennsylvania, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 91 participants

The Council of Southeast Pennsylvania, Inc.'s 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. reported $3M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #9,048 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. holds $3M for 91 participants - about $34,522 per participant, in the lower half of filed plans by assets.

#9,048
in Healthcare & Social Assistance (20,060 peers)
+3.6%
assets growth YoY

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. vs every filed plan by assets

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

$3,141,485 41st percentile higher than 41% 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

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. is a small filing (91 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 231972816 · The Council of Southeast Pennsylvania, Inc. PY 2022 · Other

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. · $3M · 91 · 41st

  • 5500 $3M
  • 5500 91
  • 5500 41st
  • 5500 Other
  • 5500 near Retirement Plan of Granite State Independent Living
  • 5500 ind #9048

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 →

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. in the asset neighbourhood

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.403(b) Thrift Plan of the Co…$3MRetirement Plan of Granite State Independent LivingRetirement Plan of Granite S…$3MKeiro Northwest 403(b) Plan$3MHarbor Country Day School 403(b) DC PlanHarbor Country Day School 40…$3MPresbyterian Hospitality House, Inc.Presbyterian Hospitality Hou…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$106K
Employer EIN231972816
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Council of Southeast Pennsylvania, Inc.)

Sponsor-wide plan assets over time

All The Council of Southeast Pennsylvania, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.881267935387244% vs 2022
2023 filing year
$3.1M$3.2M$3.3M$3.4M 20222023 $3.14M $3.36M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 87 $3M

Nearby Other Plans in Pennsylvania

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

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc., Total assets ($B): 0.003141485 · Participants: 91403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.The 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
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.'s out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Retirement Plan of Granite State Independent Living in NH ($3M); by covered participants it is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. assets move in 2022? ▼
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. edged up modestly - up 3.6% during 2022, from $3M to $3M. Reported net income was $106K.
How have The Council of Southeast Pennsylvania, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Council of Southeast Pennsylvania, Inc.'s sponsor-wide assets grew 6.9%, from $3M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Granite State Independent Living in NH ($3M, 627 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants, $20M 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 231972816.

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.