Other · DOL Form 5500 · 2023
Brian's House Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $22,216
- Avg per participant Low balance/head
Official DOL plan name: Brian's House 403(b) Plan · Sponsored by Brian's House · Pennsylvania · Healthcare & Social Assistance
$8M in assets, 358 participants
Brian's House's Brian's House 403(b) Plan reported $8M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,469 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Brian's House 403(b) Plan covers 358 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #10,469
- in Healthcare & Social Assistance (17,684 peers)
- +41.8%
- assets growth YoY
Brian's House 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brian's House 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,953,338 Top 46% higher than 54% 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
Brian's House 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. Brian's House 403(b) Plan sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brian's House 403(b) Plan reported net income rose from $570K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Brian's House 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Brian's House 403(b) Plan reported participants rose from 315 in the plan year 2022 filing to 358 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231990596 · Brian's House PY 2023 · Other
Brian's House 403(b) Plan · $8M · 358 · 54th
- BOOK $8M
- BOOK 358
- BOOK 54th
- BOOK Other
- BOOK near The John F Murphy Homes, Inc. Tax Sheltered Annuity Plan
- BOOK ind #10469
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 →
Brian's House 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 231990596 |
| Plan Effective Date | 2017-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brian's House)
Sponsor-wide plan assets over time
All Brian's House plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 88.786013441261% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 315 | $6M |
| 2023 | 1 | 358 | $8M |
| 2024 | 1 | 365 | $11M |
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
Brian's House 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The John F Murphy Homes, Inc. Tax Sheltered Annuity Plan in ME ($8M); by covered participants it is The Guild for Exceptional Children 403(b) Plan in NY (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (358 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.