Profit Sharing · DOL Form 5500 · 2023

Adelphoi USA, Inc. Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
630
Participants Below avg headcount
77th
Percentile by assets National rank
$42,293
Avg per participant Low balance/head
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Official DOL plan name: Adelphoi USA, Inc. Tax Deferred Annuity Plan · Sponsored by Adelphoi USA, Inc. · Pennsylvania · Healthcare & Social Assistance

$27M in assets, 630 participants

Adelphoi USA, Inc.'s Adelphoi USA, Inc. Tax Deferred Annuity Plan reported $27M in total assets and 630 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,317 in Healthcare & Social Assistance (17,684 peers)

Where Adelphoi USA, Inc. Tax Deferred Annuity Plan sits by assets

Adelphoi USA, Inc. Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $27M for 630 participants (~$42,293/participant), up 19.1% in 2023.

#14,317
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Adelphoi USA, Inc. Tax Deferred Annuity Plan's outsized position by total assets

Adelphoi USA, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$26,644,808 Top 23% higher than 77% 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

Adelphoi USA, Inc. Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adelphoi USA, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (630 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adelphoi USA, Inc. Tax Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Adelphoi USA, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237170997 · Adelphoi USA, Inc. PY 2023 · Profit Sharing

Adelphoi USA, Inc. Tax Deferred Annuity Plan · $27M · 630 · 77th

  • ASSETS $27M
  • ASSETS 630
  • ASSETS 77th
  • ASSETS Profit Sharing
  • ASSETS near Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan
  • ASSETS ind #14317

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 →

Adelphoi USA, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Dividend Investors, Ltd. Profit Sharing PlanDividend Investors, Ltd. Pro…$27MAdelphoi USA, Inc. Tax Deferred Annuity PlanAdelphoi USA, Inc. Tax Defer…$27MCoastal Agrobusiness, Inc. Employee Profit-Sharing PlanCoastal Agrobusiness, Inc. E…$27MImpax Asset Management 401(k) Retirement PlanImpax Asset Management 401(k…$27MNorth American Family Institute, Inc. 403(b) PlanNorth American Family Instit…$26M
End-of-year total assets ($M) among Adelphoi USA, Inc. Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN237170997
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adelphoi USA, Inc.)

Sponsor-wide plan assets over time

All Adelphoi USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 34.33031023640539% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $30M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 632 $22M
2023 1 630 $27M
2024 1 699 $30M

Nearby Profit Sharing Plans in Pennsylvania

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

Adelphoi USA, Inc. Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Adelphoi USA, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.026644808 · Participants: 630Adelphoi USA, Inc. Tax Deferred Annuity PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Adelphoi USA, Inc. Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Adelphoi USA, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Adelphoi USA, Inc. Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan in NC ($27M); by covered participants it is The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc. in NJ (629 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (630 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 Adelphoi USA, Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
Adelphoi USA, Inc. Tax Deferred Annuity Plan grew sharply - up 19.1% during 2023, from $22M to $27M. Reported net income was $4M.
How have Adelphoi USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adelphoi USA, Inc.'s sponsor-wide assets grew 34.3%, from $22M to $30M.
Where does Adelphoi USA, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Adelphoi USA, Inc. Tax Deferred Annuity Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Adelphoi USA, Inc. Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan in NC ($27M, 224 participants).
Which Profit Sharing plans cover a similar participant headcount to Adelphoi USA, Inc. Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The 401(a) Profit Sharing Plan of Occupational Training Center of Burlington County, Inc. in NJ (629 participants, $7M 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 237170997.

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.