Other · DOL Form 5500 · 2022
Advancement Project Education Fund Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $96,704
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Advancement Project Education Fund · Sponsored by Advancement Project Education Fund · District of Columbia · Other Services
$6M in assets, 67 participants
Advancement Project Education Fund's 403(b) Thrift Plan of Advancement Project Education Fund reported $6M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #6,149 in Other Services (8,398 peers)
Advancement Project Education Fund multi-year trail
Advancement Project Education Fund's plans moved +27.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Advancement Project Education Fund at $6M / 67 participants.
- #6,149
- in Other Services (8,398 peers)
- -22.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Advancement Project Education Fund's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Advancement Project Education Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,479,163 Top 44% higher than 56% 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
403(b) Thrift Plan of Advancement Project Education Fund among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Advancement Project Education Fund is a small filing (67 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 874702350 · Advancement Project Education Fund PY 2022 · Other
403(b) Thrift Plan of Advancement Project Education Fund · $6M · 67 · 56th
- NET $6M
- BOOK 67
- VS-ST 56th
- BOY Other
- SCH near Phmc Integrated 403b Plan
- EBSA ind #6149
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 District of Columbia →
403(b) Thrift Plan of Advancement Project Education Fund in the asset neighbourhood
Advancement Project Education Fund multi-year asset trail
Sponsor-wide plan assets over time
All Advancement Project Education Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 27.585245192936185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $6M |
| 2023 | 1 | 43 | $7M |
| 2024 | 1 | 58 | $8M |
Advancement Project Education Fund filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 874702350 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
403(b) Thrift Plan of Advancement Project Education Fund's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Phmc Integrated 403b Plan in PA ($6M); by covered participants it is Whitby School DC Plan in CT (67 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 (67 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.