Other · DOL Form 5500 · 2023

Friends Select School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
137
Participants Small participant base
82nd
Percentile by assets National rank
$279,328
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Friends Select School Retirement Plan · Sponsored by Friends Select School · Pennsylvania · Educational Services

$38M in assets, 137 participants

Friends Select School's Friends Select School Retirement Plan reported $38M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,566 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Friends Select School Retirement Plan covers 137 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $38M.

#2,566
in Educational Services (3,735 peers)
+14.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Friends Select School Retirement Plan's outsized position by total assets

Friends Select School Retirement Plan vs every filed plan by assets

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

$38,267,869 Top 18% higher than 82% 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

Friends Select School Retirement 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. Friends Select School Retirement Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Friends Select School Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Friends Select School Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Friends Select School Retirement Plan reported participants rose from 132 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230604370 · Friends Select School PY 2023 · Other

Friends Select School Retirement Plan · $38M · 137 · 82nd

  • VS-ST $38M
  • BOY 137
  • SCH 82nd
  • EBSA Other
  • PART near Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat
  • TYPE ind #2566

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 Educational Services retirement plans → · Plans in Pennsylvania →

Friends Select School Retirement Plan in the asset neighbourhood

San Francisco Conservatory of Music DC Retirement PlanSan Francisco Conservatory o…$38MFriends Select School Retirement PlanFriends Select School Retire…$38MTax Sheltered Annuity Savings Plan for Employees of Brattleboro RetreatTax Sheltered Annuity Saving…$38MU. a. Local 350 Retirement TrustU. a. Local 350 Retirement T…$38MNational Science Teachers Association Defined Contribution PlanNational Science Teachers As…$38M
End-of-year total assets ($M) among Friends Select School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN230604370
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Friends Select School)

Sponsor-wide plan assets over time

All Friends Select School plans reported in each filing year

Latest sponsor-wide plan assets
$43M 27.61719182687452% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.4M $42.6M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 132 $33M
2023 1 137 $38M
2024 1 143 $43M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Friends Select School Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Friends Select School Retirement Plan, Total assets ($B): 0.038267869 · Participants: 137Friends Select School Retirement PlanThe 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
Friends Select School Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Friends Select School Retirement Plan side-by-side with 3 peers →

Friends Select School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in VT ($38M); by covered participants it is Nami 403(b) Plan in VA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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.

Frequently Asked Questions

How did Friends Select School Retirement Plan assets move in 2023? ▼
Friends Select School Retirement Plan grew at a solid clip - up 14.7% during 2023, from $33M to $38M. Reported net income was $5M.
How have Friends Select School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friends Select School's sponsor-wide assets grew 27.6%, from $33M to $43M.
Where does Friends Select School Retirement Plan rank by assets among Form 5500 filers? ▼
Friends Select School Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Friends Select School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in VT ($38M, 410 participants).
Which Other plans cover a similar participant headcount to Friends Select School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Nami 403(b) Plan in VA (137 participants, $16M 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 230604370.

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.