Other · DOL Form 5500 · 2023
The Council of Southeast Pennsylvania, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $38,594
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. · Sponsored by The Council of Southeast Pennsylvania, Inc. · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 87 participants
The Council of Southeast Pennsylvania, Inc.'s 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. reported $3M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,895 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. holds $3M for 87 participants - about $38,594 per participant, in the lower half of filed plans by assets.
- #6,895
- in Healthcare & Social Assistance (17,684 peers)
- +6.9%
- assets growth YoY
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,357,659 37th percentile higher than 37% 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
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. reported net income rose from $106K in the plan year 2022 filing to $219K in the plan year 2023 filing.
- 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- 403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. reported participants fell from 91 in the plan year 2022 filing to 87 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231972816 · The Council of Southeast Pennsylvania, Inc. PY 2023 · Other
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. · $3M · 87 · 37th
- ASSETS $3M
- PCT 87
- EIN 37th
- RANK Other
- PHOTO near Broward Partnership for the Homeless, Inc. Retirement Plan
- IND ind #6895
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 →
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc. in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $219K |
| Employer EIN | 231972816 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Council of Southeast Pennsylvania, Inc.)
Sponsor-wide plan assets over time
All The Council of Southeast Pennsylvania, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.881267935387244% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $3M |
| 2023 | 1 | 87 | $3M |
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
403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.'s out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Broward Partnership for the Homeless, Inc. Retirement Plan in FL ($3M); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Lees-Mcrae College 403(b) Retirement Plan (NC) 87 · 0 off
- Montgomery Child Care Association 403(b) DC Plan (MD) 87 · 0 off
- 403(b) Plan for Employees of Jri (MA) 87 · 0 off
- Utah's Promise Retirement Plan (UT) 87 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.