Other · DOL Form 5500 · 2023
Friends Select School Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 137
- Participants
- 82nd
- Percentile by assets
- $279,328
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $38M
- total plan assets (2023 EOY)
- 137
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $279,328
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Friends Select School Retirement Plan reports 137 participants - about 17% of that state average ($38M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 230604370 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Friends Select School)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Friends Select School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Friends Select School Retirement Plan assets move in 2023? ▼
How have Friends Select School plan assets changed over time? ▼
Where does Friends Select School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Friends Select School Retirement Plan? ▼
Next read for Friends Select School Retirement Plan
Filing takeaways
Ways to act on Friends Select School Retirement Plan's numbers.
- By total assets, Friends Select School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Friends Select School's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Educational Services plans