Other · DOL Form 5500 · 2023

Brethren Village Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
422
Participants Below avg headcount
57th
Percentile by assets National rank
$22,044
Avg per participant Low balance/head
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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.

  • #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.

#11,089
in Healthcare & Social Assistance (17,684 peers)
+20.9%
assets growth YoY

Brethren Village 403(b) Retirement Program's mid-pack asset rank among Healthcare & Social Assistance and all filers

Brethren Village 403(b) Retirement Program vs every filed plan by assets

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

$9,302,435 Top 43% higher than 57% 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

Brethren Village 403(b) Retirement Program 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. Brethren Village 403(b) Retirement Program sits mid-pack in the medium band (422 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231425014 · Brethren Village PY 2023 · Other

Brethren Village 403(b) Retirement Program · $9M · 422 · 57th

  • BOOK $9M
  • BOOK 422
  • BOOK 57th
  • BOOK Other
  • BOOK near Kentucky Wesleyan College DC Retirement Plan
  • BOOK ind #11089

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 →

Brethren Village 403(b) Retirement Program in the asset neighbourhood

High Point Treatment Center, Inc. 403(b) PlanHigh Point Treatment Center,…$9MBrethren Village 403(b) Retirement ProgramBrethren Village 403(b) Reti…$9MKentucky Wesleyan College DC Retirement PlanKentucky Wesleyan College DC…$9MSuny Cobleskill Auxiliary Services, Inc. 403(b) Retirement PlanSuny Cobleskill Auxiliary Se…$9MBellevue Christian School 403(b) PlanBellevue Christian School 40…$9M
End-of-year total assets ($M) among Brethren Village 403(b) Retirement Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Brethren Village multi-year asset trail

Sponsor-wide plan assets over time

All Brethren Village plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.674140932566786% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.69M $10.3M ▲ +33.7%
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 EIN231425014
Plan Effective Date2011-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Brethren Village 403(b) Retirement Program, Total assets ($B): 0.009302435 · Participants: 422Brethren Village 403(b) Retirement ProgramThe 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
Brethren Village 403(b) Retirement Program vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Brethren Village 403(b) Retirement Program side-by-side with 3 peers →

Brethren Village 403(b) Retirement Program's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Kentucky Wesleyan College DC Retirement Plan in KY ($9M); by covered participants it is 403(b) Thrift Plan of the Community Action Organization of Western Ny in NY (422 participants). Same-state nearby plans are listed separately above.

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 Brethren Village 403(b) Retirement Program assets move in 2023? ▼
Brethren Village 403(b) Retirement Program grew sharply - up 20.9% during 2023, from $8M to $9M. Reported net income was $2M.
How have Brethren Village plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brethren Village's sponsor-wide assets grew 33.7%, from $8M to $10M.
Which Other plans are similar in size to Brethren Village 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by assets is Kentucky Wesleyan College DC Retirement Plan in KY ($9M, 139 participants).
Which Other plans cover a similar participant headcount to Brethren Village 403(b) Retirement Program? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of the Community Action Organization of Western Ny in NY (422 participants, $7M 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 231425014.

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.