Other · DOL Form 5500 · 2023
Upper Moreland Free Public Library Retirement Plan
Data updated 2026-08-25
- $820K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $163,912
- Avg per participant Above avg balance/head
Official DOL plan name: Upper Moreland Free Public Library 403(b) DC Plan · Sponsored by Upper Moreland Free Public Library · Pennsylvania · Information & Media
$820K in assets, 5 participants
Upper Moreland Free Public Library's Upper Moreland Free Public Library 403(b) DC Plan reported $820K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #314 in Information & Media (2,818 peers)
Upper Moreland Free Public Library multi-year trail
Upper Moreland Free Public Library's plans moved +18.1% in assets from 2022 to 2024; this filing shows Upper Moreland Free Public Library 403(b) DC Plan at $820K / 5 participants.
- #314
- in Information & Media (2,818 peers)
- -2.7%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upper Moreland Free Public Library 403(b) DC Plan among the smaller filed plans by assets
Upper Moreland Free Public Library 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$819,562 22nd percentile higher than 22% 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
Upper Moreland Free Public Library 403(b) DC 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. Upper Moreland Free Public Library 403(b) DC Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Upper Moreland Free Public Library 403(b) DC Plan reported net income rose from -$216K in the plan year 2022 filing to -$23K in the plan year 2023 filing.
- Upper Moreland Free Public Library 403(b) DC Plan end-of-year assets fell from $842K in the plan year 2022 filing to $820K in the plan year 2023 filing.
DOL schedule card
Filing strip 231603669 · Upper Moreland Free Public Library PY 2023 · Other
Upper Moreland Free Public Library 403(b) DC Plan · $820K · 5 · 22nd
- PART $820K
- TYPE 5
- NET 22nd
- BOOK Other
- VS-ST near Baltimore Squashwise, Inc. 403(b)Plan
- BOY ind #314
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 Information & Media retirement plans → · Plans in Pennsylvania →
Upper Moreland Free Public Library 403(b) DC Plan in the asset neighbourhood
Upper Moreland Free Public Library multi-year asset trail
Sponsor-wide plan assets over time
All Upper Moreland Free Public Library plans reported in each filing year
- Latest sponsor-wide plan assets
- $995K 18.09841376149186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $842K |
| 2023 | 1 | 5 | $820K |
| 2024 | 1 | 5 | $995K |
Upper Moreland Free Public Library filing trail (2023)
| Total Assets (Beginning of Year) | $842K |
|---|---|
| Net Assets (End of Year) | $820K |
| Net Income | -$23K |
| Employer EIN | 231603669 |
| Plan Effective Date | 1991-01-01 |
| 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
Upper Moreland Free Public Library 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Baltimore Squashwise, Inc. 403(b)Plan in MD ($819K); 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 ($820K here).
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.