Profit Sharing · DOL Form 5500 · 2023
Adelphoi USA, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $27M
- Total assets
- 630
- Participants
- 77th
- Percentile by assets
- $42,293
- Avg per participant
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.
- 77th percentile by assets (of 127,072 plans)
- #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.
- $27M
- total plan assets (2023 EOY)
- 630
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- $42,293
- avg assets per participant
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.
Adelphoi USA, Inc. Tax Deferred Annuity Plan vs the 2023 asset distribution
By assets, Adelphoi USA, Inc. Tax Deferred Annuity Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 237170997 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adelphoi USA, Inc.)
| 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
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Adelphoi USA, Inc. Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Adelphoi USA, Inc. Tax Deferred Annuity Plan's numbers.
- By total assets, Adelphoi USA, Inc. Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Adelphoi USA, Inc.'s sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans