Other · DOL Form 5500 · 2023
Dollar Energy Fund, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $56,771
- Avg per participant Low balance/head
Official DOL plan name: Dollar Energy Fund, Inc. 403(b) Plan · Sponsored by Dollar Energy Fund, Inc. · Pennsylvania · Healthcare & Social Assistance
$6M in assets, 104 participants
Dollar Energy Fund, Inc.'s Dollar Energy Fund, Inc. 403(b) Plan reported $6M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,246 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Dollar Energy Fund, Inc. 403(b) Plan covers 104 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.
- #9,246
- in Healthcare & Social Assistance (17,684 peers)
- +18.8%
- assets growth YoY
Dollar Energy Fund, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Dollar Energy Fund, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,904,199 48th percentile higher than 48% 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
Dollar Energy Fund, Inc. 403(b) 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. Dollar Energy Fund, Inc. 403(b) Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dollar Energy Fund, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $935K in the plan year 2023 filing.
- Dollar Energy Fund, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Dollar Energy Fund, Inc. 403(b) Plan reported participants fell from 109 in the plan year 2022 filing to 104 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251442933 · Dollar Energy Fund, Inc. PY 2023 · Other
Dollar Energy Fund, Inc. 403(b) Plan · $6M · 104 · 48th
- EOY $6M
- 5500 104
- ASSETS 48th
- PCT Other
- EIN near Acts 403(b) Plan
- RANK ind #9246
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 →
Dollar Energy Fund, Inc. 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $935K |
| Employer EIN | 251442933 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dollar Energy Fund, Inc.)
Sponsor-wide plan assets over time
All Dollar Energy Fund, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 42.30970632095198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $5M |
| 2023 | 1 | 104 | $6M |
| 2024 | 1 | 109 | $7M |
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
Dollar Energy Fund, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Acts 403(b) Plan in FL ($6M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Acts 403(b) Plan (FL) $6M · 252
- Lsa 403b Retirement Plan (CA) $6M · 247
- Leo, Inc. 403(b) Plan (MA) $6M · 108
- Morton Comprehensive Health Services 403(b) Retirement Plan (OK) $6M · 149
Similar participant headcount
Nearest other-state filings by covered participants (104 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.