Other · DOL Form 5500 · 2023

Special People in Northeast, Inc. Retirement Plan

Data updated 2026-08-11

$45M
Total assets
1,094
Participants
84th
Percentile by assets
$41,167
Avg per participant
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Official DOL plan name: Special People in Northeast, Inc. 403(b) Plan · Sponsored by Special People in Northeast, Inc. · Pennsylvania · Healthcare & Social Assistance

$45M in assets, 1,094 participants

Special People in Northeast, Inc.'s Special People in Northeast, Inc. 403(b) Plan reported $45M in total assets and 1,094 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #15,340 in Healthcare & Social Assistance (17,684 peers)

Where Special People in Northeast, Inc. 403(b) Plan sits by assets

Special People in Northeast, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $45M for 1,094 participants (~$41,167/participant), up 22.5% in 2023.

$45M
total plan assets (2023 EOY)
1,094
covered participants
84th
percentile by assets (of 127,072 plans)
$41,167
avg assets per participant

Where Special People in Northeast, Inc. 403(b) Plan sits by total assets

Special People in Northeast, Inc. 403(b) Plan vs every filed plan by assets

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

$45,036,956 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Special People in Northeast, Inc. 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Special People in Northeast, Inc. 403(b) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Special People in Northeast, Inc. 403(b) Plan vs the 2023 asset distribution

By assets, Special People in Northeast, Inc. 403(b) Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN231742920
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Special People in Northeast, Inc.)

$35M$40M$45M$50M$55M 202220232024 $36.8M $50.7M ▲ +38.0%
Total plan assets by year, all Special People in Northeast, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,102 $37M
2023 1 1,094 $45M
2024 1 1,077 $51M

Nearby Other Plans in Pennsylvania

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

Special People in Northeast, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Special People in Northeast, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Special People in No…The University of Pe…Upmc 403(b) Retireme…The University of Pe…Carnegie Mellon Univ…Jefferson Defined Co…
Special People in Northeast, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Special People in Northeast, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Special People in Northeast, Inc. 403(b) Plan assets move in 2023?
Special People in Northeast, Inc. 403(b) Plan grew sharply - up 22.5% during 2023, from $37M to $45M. Reported net income was $8M.
How have Special People in Northeast, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Special People in Northeast, Inc.'s sponsor-wide assets grew 38.0%, from $37M to $51M.
Where does Special People in Northeast, Inc. 403(b) Plan rank by assets among Form 5500 filers?
Special People in Northeast, Inc. 403(b) Plan ranks in the 84th 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 Special People in Northeast, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is The Browning School 403(b) Plan in NY ($45M, 191 participants).

Next read for Special People in Northeast, Inc. 403(b)…

Scale reading

Ways to act on Special People in Northeast, Inc. 403(b) Plan's numbers.