Other · DOL Form 5500 · 2022

Hope Enterprises, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
305
Participants Below avg headcount
74th
Percentile by assets National rank
$52,128
Avg per participant Low balance/head
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Official DOL plan name: Hope Enterprises, Inc. Retirement Plan · Sponsored by Hope Enterprises, Inc. · Pennsylvania · Healthcare & Social Assistance

$16M in assets, 305 participants

Hope Enterprises, Inc.'s Hope Enterprises, Inc. Retirement Plan reported $16M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,629 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Hope Enterprises, Inc. Retirement Plan covers 305 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#15,629
in Healthcare & Social Assistance (20,060 peers)
+12.6%
assets growth YoY

Hope Enterprises, Inc. Retirement Plan's outsized position by total assets

Hope Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$15,898,914 Top 26% higher than 74% 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

Hope Enterprises, Inc. 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. Hope Enterprises, Inc. Retirement Plan sits mid-pack in the medium band (305 participants).

Published 5500 schedule card

Filing strip 232303287 · Hope Enterprises, Inc. PY 2022 · Other

Hope Enterprises, Inc. Retirement Plan · $16M · 305 · 74th

  • PHOTO $16M
  • PHOTO 305
  • PHOTO 74th
  • PHOTO Other
  • PHOTO near 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated
  • PHOTO ind #15629

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 →

Hope Enterprises, Inc. Retirement Plan in the asset neighbourhood

Tenderloin Neighborhood Development Corporation 403(b) Retirement PlanTenderloin Neighborhood Deve…$16MMy Community Dental Centers, Inc. 403(b) PlanMy Community Dental Centers,…$16MHope Enterprises, Inc. Retirement PlanHope Enterprises, Inc. Retir…$16M403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated403(b) Thrift Plan of Arrowh…$16MHammond School Defined Contribution Retirement PlanHammond School Defined Contr…$16M
End-of-year total assets ($M) among Hope Enterprises, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN232303287
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope Enterprises, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$19M 19.434352560181154% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $15.9M $19M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 305 $16M
2023 1 342 $17M
2024 1 345 $19M

Nearby Other Plans in Pennsylvania

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

Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Hope Enterprises, Inc. Retirement Plan, Total assets ($B): 0.015898914 · Participants: 305Hope Enterprises, Inc. Retirement 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
Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Hope Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Hope Enterprises, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated in MN ($16M); by covered participants it is Villa Esperanza 403(b) Retirement Savings Plan in CA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Hope Enterprises, Inc. Retirement Plan assets move in 2022? ▼
Hope Enterprises, Inc. Retirement Plan grew at a solid clip - up 12.6% during 2022, from $14M to $16M. Reported net income was $2M.
How have Hope Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope Enterprises, Inc.'s sponsor-wide assets grew 19.4%, from $16M to $19M.
Which Other plans are similar in size to Hope Enterprises, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated in MN ($16M, 366 participants).
Which Other plans cover a similar participant headcount to Hope Enterprises, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Villa Esperanza 403(b) Retirement Savings Plan in CA (305 participants, $5M 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 232303287.

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.