Other · DOL Form 5500 · 2023

Big Brothers Big Sisters of Bucks County Retirement Plan

Data updated 2026-08-25

$162K
Total assets Small plan by assets
6
Participants Small participant base
9th
Percentile by assets National rank
$27,071
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Equivest Tsa 501c3 · Sponsored by Big Brothers Big Sisters of Bucks County · Pennsylvania · Healthcare & Social Assistance

$162K in assets, 6 participants

Big Brothers Big Sisters of Bucks County's Equivest Tsa 501c3 reported $162K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,137 in Healthcare & Social Assistance (17,684 peers)

Big Brothers Big Sisters of Bucks County multi-year trail

Big Brothers Big Sisters of Bucks County's plans moved +18.4% in assets from 2022 to 2024; this filing shows Equivest Tsa 501c3 at $162K / 6 participants.

#1,137
in Healthcare & Social Assistance (17,684 peers)
-27.1%
assets change YoY

Equivest Tsa 501c3 among the smaller filed plans by assets

Equivest Tsa 501c3 vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$162,426 9th percentile higher than 9% of 127,068 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 2023

Equivest Tsa 501c3 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equivest Tsa 501c3 is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equivest Tsa 501c3 reported net income rose from -$51K in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Equivest Tsa 501c3 end-of-year assets fell from $223K in the plan year 2022 filing to $162K in the plan year 2023 filing.
  • Equivest Tsa 501c3 reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232461056 · Big Brothers Big Sisters of Bucks County PY 2023 · Other

Equivest Tsa 501c3 · $162K · 6 · 9th

  • TYPE $162K
  • NET 6
  • BOOK 9th
  • VS-ST Other
  • BOY near Discovery School 403(b) Tda Plan
  • SCH ind #1137

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 →

Equivest Tsa 501c3 in the asset neighbourhood

Discovery School 403(b) Tda PlanDiscovery School 403(b) Tda …$166KEquivest Tsa 501c3$162KLawrence Kleger Tennis Inc. Pension PlanLawrence Kleger Tennis Inc. …$156KTax Deferred Annuity Plan of Literacy West Ny, Inc.Tax Deferred Annuity Plan of…$154KKansas City Christian School Retirement PlanKansas City Christian School…$145K
End-of-year total assets ($M) among Equivest Tsa 501c3 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Big Brothers Big Sisters of Bucks County multi-year asset trail

Sponsor-wide plan assets over time

All Big Brothers Big Sisters of Bucks County plans reported in each filing year

Latest sponsor-wide plan assets
$588K 18.431014464709012% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.5M $0.59M ▲ +18.0%
Year Plans Participants Total Assets
2022 2 12 $496K
2023 2 11 $504K
2024 2 11 $588K

Big Brothers Big Sisters of Bucks County filing trail (2023)

Total Assets (Beginning of Year)$223K
Net Assets (End of Year)$162K
Net Income$20K
Employer EIN232461056
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Equivest Tsa 501c3 vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Equivest Tsa 501c3, Total assets ($B): 0.000162426 · Participants: 6Equivest Tsa 501c3The University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Equivest Tsa 501c3 vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Equivest Tsa 501c3 side-by-side with 3 peers →

Equivest Tsa 501c3's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Discovery School 403(b) Tda Plan in OH ($166K); by covered participants it is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equivest Tsa 501c3 assets move in 2023? ▼
Equivest Tsa 501c3 declined sharply - down 27.1% during 2023, from $223K to $162K. Reported net income was $20K.
How have Big Brothers Big Sisters of Bucks County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Big Brothers Big Sisters of Bucks County's sponsor-wide assets grew 18.4%, from $496K to $588K.
Where does Equivest Tsa 501c3 rank by assets among Form 5500 filers? ▼
Equivest Tsa 501c3 ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Equivest Tsa 501c3? ▼
Among Other plans in other states, the closest by assets is Discovery School 403(b) Tda Plan in OH ($166K, 1 participant).
Which Other plans cover a similar participant headcount to Equivest Tsa 501c3? ▼
Among Other plans in other states, the closest by covered participants is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants, $701K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232461056.

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.