Other · DOL Form 5500 · 2023
Brethren Village Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 422
- Participants
- 57th
- Percentile by assets
- $22,044
- Avg per participant
Official DOL plan name: Brethren Village 403(b) Retirement Program · Sponsored by Brethren Village · Pennsylvania · Healthcare & Social Assistance
$9M in assets, 422 participants
Brethren Village's Brethren Village 403(b) Retirement Program reported $9M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #11,089 in Healthcare & Social Assistance (17,684 peers)
Brethren Village multi-year trail
Brethren Village's plans moved +33.7% in assets from 2022 to 2024; this filing shows Brethren Village 403(b) Retirement Program at $9M / 422 participants.
- $9M
- total plan assets (2023 EOY)
- 422
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $22,044
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brethren Village 403(b) Retirement Program reported net income rose from -$998K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Brethren Village 403(b) Retirement Program end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Brethren Village 403(b) Retirement Program reported participants rose from 405 in the plan year 2022 filing to 422 in the plan year 2023 filing.
Brethren Village across 3 plan years on file
Across the 3 plan years Brethren Village has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $10M, a gain of 33.7%, while reported participants moved from 405 to 464 (+14.6%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($8M).
Brethren Village multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 405 | $8M |
| 2023 | 1 | 422 | $9M |
| 2024 | 1 | 464 | $10M |
Brethren Village filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 231425014 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Brethren Village 403(b) Retirement Program vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Brethren Village 403(b) Retirement Program by total assets, not by location.
Frequently Asked Questions
How did Brethren Village 403(b) Retirement Program assets move in 2023? ▼
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Next read for Brethren Village 403(b) Retirement Progr…
Multi-year trail
Ways to act on Brethren Village 403(b) Retirement Program's numbers.
- By total assets, Brethren Village 403(b) Retirement Program ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Brethren Village's sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans