Other · DOL Form 5500 · 2023

The Advocacy Alliance Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
45th
Percentile by assets National rank
$37,599
Avg per participant Low balance/head
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Official DOL plan name: The Advocacy Alliance Retirement Plan · Sponsored by The Advocacy Alliance · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 135 participants

The Advocacy Alliance's The Advocacy Alliance Retirement Plan reported $5M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,606 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

The Advocacy Alliance Retirement Plan covers 135 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#8,606
in Healthcare & Social Assistance (17,684 peers)
+15.6%
assets growth YoY

The Advocacy Alliance Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Advocacy Alliance Retirement Plan vs every filed plan by assets

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

$5,075,839 45th percentile higher than 45% 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

The Advocacy Alliance Retirement 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. The Advocacy Alliance Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Advocacy Alliance Retirement Plan reported net income rose from -$817K in the plan year 2022 filing to $685K in the plan year 2023 filing.
  • The Advocacy Alliance Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Advocacy Alliance Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 240829843 · The Advocacy Alliance PY 2023 · Other

The Advocacy Alliance Retirement Plan · $5M · 135 · 45th

  • BOOK $5M
  • BOOK 135
  • BOOK 45th
  • BOOK Other
  • BOOK near The Eliza Jennings Senior Care Network Retirement Savings Plan
  • BOOK ind #8606

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 →

The Advocacy Alliance Retirement Plan in the asset neighbourhood

The Advocacy Alliance Retirement PlanThe Advocacy Alliance Retire…$5MThe Eliza Jennings Senior Care Network Retirement Savings PlanThe Eliza Jennings Senior Ca…$5MHospice of Muskegon County Inc 403(b) Retirement PlanHospice of Muskegon County I…$5MLifespan of Greater Rochester, Inc. 403(b) Retirement PlanLifespan of Greater Rocheste…$5MCommunity Hospital of San Bernardino Tax Sheltered Annuity PlanCommunity Hospital of San Be…$5M
End-of-year total assets ($M) among The Advocacy Alliance Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$685K
Employer EIN240829843
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Advocacy Alliance)

Sponsor-wide plan assets over time

All The Advocacy Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.378636495535055% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.39M $5.86M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 124 $4M
2023 1 135 $5M
2024 1 140 $6M

Nearby Other Plans in Pennsylvania

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

The Advocacy Alliance Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Advocacy Alliance Retirement Plan, Total assets ($B): 0.005075839 · Participants: 135The Advocacy Alliance Retirement PlanThe 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
The Advocacy Alliance Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Advocacy Alliance Retirement Plan side-by-side with 3 peers →

The Advocacy Alliance Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Eliza Jennings Senior Care Network Retirement Savings Plan in OH ($5M); by covered participants it is Portledge School Tda Plan Sra/Gsra in NY (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 The Advocacy Alliance Retirement Plan assets move in 2023? ▼
The Advocacy Alliance Retirement Plan grew sharply - up 15.6% during 2023, from $4M to $5M. Reported net income was $685K.
How have The Advocacy Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Advocacy Alliance's sponsor-wide assets grew 33.4%, from $4M to $6M.
Which Other plans are similar in size to The Advocacy Alliance Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Eliza Jennings Senior Care Network Retirement Savings Plan in OH ($5M, 498 participants).
Which Other plans cover a similar participant headcount to The Advocacy Alliance Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Portledge School Tda Plan Sra/Gsra in NY (135 participants, $9M 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 240829843.

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.