Other · DOL Form 5500 · 2022

Overbrook School for the Blind Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
230
Participants Below avg headcount
65th
Percentile by assets National rank
$43,073
Avg per participant Low balance/head
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Official DOL plan name: Overbrook Staff Savings Plan · Sponsored by Overbrook School for the Blind · Pennsylvania · Educational Services

$10M in assets, 230 participants

Overbrook School for the Blind's Overbrook Staff Savings Plan reported $10M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,912 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Overbrook Staff Savings Plan covers 230 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#1,912
in Educational Services (4,024 peers)
+7.2%
assets growth YoY

Overbrook Staff Savings Plan's mid-pack asset rank among Educational Services and all filers

Overbrook Staff Savings Plan vs every filed plan by assets

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

$9,906,770 Top 35% higher than 65% 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

Overbrook Staff Savings 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. Overbrook Staff Savings Plan sits mid-pack in the medium band (230 participants).

Published 5500 schedule card

Filing strip 231445631 · Overbrook School for the Blind PY 2022 · Other

Overbrook Staff Savings Plan · $10M · 230 · 65th

  • 5500 $10M
  • 5500 230
  • 5500 65th
  • 5500 Other
  • 5500 near Nansemond Suffolk Academy Section 403(b) Retirement Savings Plan
  • 5500 ind #1912

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 →

Overbrook Staff Savings Plan in the asset neighbourhood

Overbrook Staff Savings Plan$10MNansemond Suffolk Academy Section 403(b) Retirement Savings PlanNansemond Suffolk Academy Se…$10MJohn Adams Academy 403b Plan$10M403(b) Thrift Plan of L. I. Child and Family Development Services, Inc.403(b) Thrift Plan of L. I. …$10MThe Community Nursing Services 403(b) PlanThe Community Nursing Servic…$10M
End-of-year total assets ($M) among Overbrook Staff Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$664K
Employer EIN231445631
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overbrook School for the Blind)

Sponsor-wide plan assets over time

All Overbrook School for the Blind plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.7987961767558955% vs 2022
2023 filing year
$9.8M$10M$10.2M$10.4M 20222023 $9.91M $10.3M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 230 $10M
2023 1 280 $10M

Nearby Other Plans in Pennsylvania

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

Overbrook Staff Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Overbrook Staff Savings Plan, Total assets ($B): 0.00990677 · Participants: 230Overbrook Staff Savings 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
Overbrook Staff Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Overbrook Staff Savings Plan side-by-side with 3 peers →

Overbrook Staff Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Nansemond Suffolk Academy Section 403(b) Retirement Savings Plan in VA ($10M); by covered participants it is Easter Seals Southern Georgia 403b) Retirement in GA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Overbrook Staff Savings Plan assets move in 2022? ▼
Overbrook Staff Savings Plan grew at a solid clip - up 7.2% during 2022, from $9M to $10M. Reported net income was $664K.
How have Overbrook School for the Blind plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Overbrook School for the Blind's sponsor-wide assets grew 3.8%, from $10M to $10M.
Which Other plans are similar in size to Overbrook Staff Savings Plan? ▼
Among Other plans in other states, the closest by assets is Nansemond Suffolk Academy Section 403(b) Retirement Savings Plan in VA ($10M, 154 participants).
Which Other plans cover a similar participant headcount to Overbrook Staff Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Easter Seals Southern Georgia 403b) Retirement in GA (230 participants, $669K 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 231445631.

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.