Other · DOL Form 5500 · 2022
Historical Society of Pennsylvania Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $205,731
- Avg per participant Above avg balance/head
Official DOL plan name: Historical Society of Pennsylvania Defined Contribution Retirement Plan · Sponsored by Historical Society of Pennsylvania · Pennsylvania · Other Services
$6M in assets, 27 participants
Historical Society of Pennsylvania's Historical Society of Pennsylvania Defined Contribution Retirement Plan reported $6M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #5,977 in Other Services (8,398 peers)
What the 2022 filing shows
Historical Society of Pennsylvania Defined Contribution Retirement Plan holds $6M for 27 participants - about $205,731 per participant, above the median plan by assets.
- #5,977
- in Other Services (8,398 peers)
- +6.5%
- assets growth YoY
Historical Society of Pennsylvania Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers
Historical Society of Pennsylvania Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,554,747 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Historical Society of Pennsylvania Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Historical Society of Pennsylvania Defined Contribution Retirement Plan is a small filing (27 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 231352322 · Historical Society of Pennsylvania PY 2022 · Other
Historical Society of Pennsylvania Defined Contribution Retirement Plan · $6M · 27 · 53rd
- RANK $6M
- RANK 27
- RANK 53rd
- RANK Other
- RANK near The Phoenix House of California 403(b) Retirement Plan
- RANK ind #5977
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 Other Services retirement plans → · Plans in Pennsylvania →
Historical Society of Pennsylvania Defined Contribution Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $339K |
| Employer EIN | 231352322 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Historical Society of Pennsylvania)
Sponsor-wide plan assets over time
All Historical Society of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 7.490656190101907% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $6M |
| 2023 | 1 | 28 | $6M |
| 2024 | 1 | 25 | $6M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Historical Society of Pennsylvania Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Phoenix House of California 403(b) Retirement Plan in CA ($6M); by covered participants it is Stanley Total Living Center Investment Plan in NC (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 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.