Other · DOL Form 5500 · 2023
Big Brothers Big Sisters of Bucks County Retirement Plan
Data updated 2026-08-25
- $341K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $68,291
- Avg per participant Below avg balance/head
Official DOL plan name: Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan · Sponsored by Big Brothers Big Sisters of Bucks County · Pennsylvania · Healthcare & Social Assistance
$341K in assets, 5 participants
Big Brothers Big Sisters of Bucks County's Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan reported $341K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,839 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 Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan at $341K / 5 participants.
- #1,839
- in Healthcare & Social Assistance (17,684 peers)
- +24.9%
- assets growth YoY
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan among the smaller filed plans by assets
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$341,453 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan reported net income rose from -$47K in the plan year 2022 filing to $68K in the plan year 2023 filing.
- Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan end-of-year assets rose from $273K in the plan year 2022 filing to $341K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232461056 · Big Brothers Big Sisters of Bucks County PY 2023 · Other
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan · $341K · 5 · 15th
- NET $341K
- BOOK 5
- VS-ST 15th
- BOY Other
- SCH near Anthony Bryant - Solo 401-K Plan
- EBSA ind #1839
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 →
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in the asset neighbourhood
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
| 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) | $273K |
|---|---|
| Net Assets (End of Year) | $341K |
| Net Income | $68K |
| Employer EIN | 232461056 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Anthony Bryant - Solo 401-K Plan in GA ($343K); by covered participants it is Arkansas State Golf Association 403 (B) Plan in AR (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($341K here).
- Anthony Bryant - Solo 401-K Plan (GA) $343K · 1
- Muller King & Co 401 (K) Plan (CA) $338K · 1
- The ERISA 403b of Children and Family Circle (CA) $336K · 4
- The Children's Cabinet, Inc. 403(*B) Retirement Plan (NV) $334K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (5 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.