Other · DOL Form 5500 · 2023

Special People in Northeast, Inc. Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,094
Participants Near avg headcount
84th
Percentile by assets National rank
$41,167
Avg per participant Low balance/head
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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.

  • #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.

#15,340
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Special People in Northeast, Inc. 403(b) Plan's outsized position 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 $2,050,000,000 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

Special People in Northeast, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Special People in Northeast, Inc. 403(b) Plan lands in the large band (1,094 participants).

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 →

EBSA filing schedule strip

Filing strip 231742920 · Special People in Northeast, Inc. PY 2023 · Other

Special People in Northeast, Inc. 403(b) Plan · $45M · 1,094 · 84th

  • IND $45M
  • EOY 1,094
  • 5500 84th
  • ASSETS Other
  • PCT near The Browning School 403(b) Plan
  • EIN ind #15340

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 →

Special People in Northeast, Inc. 403(b) Plan in the asset neighbourhood

Special People in Northeast, Inc. 403(b) PlanSpecial People in Northeast,…$45MThe Browning School 403(b) PlanThe Browning School 403(b) P…$45MUniversity of Pikeville Retirement PlanUniversity of Pikeville Reti…$45MHarpeth Hall School Defined Contribution Retirement PlanHarpeth Hall School Defined …$45MUnity Health Care, Inc. 403 (B) PlanUnity Health Care, Inc. 403 …$45M
End-of-year total assets ($M) among Special People in Northeast, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Special People in Northeast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 37.9624224210534% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.8M $50.7M ▲ +38.0%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Special People in Northeast, Inc. 403(b) Plan, Total assets ($B): 0.045036956 · Participants: 1094Special People in Northeast, Inc. 403(b) 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
Special People in Northeast, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Special People in Northeast, Inc. 403(b) Plan side-by-side with 3 peers →

Special People in Northeast, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Browning School 403(b) Plan in NY ($45M); by covered participants it is Fairfield University Defined Contribution Retirement Plan in CT (1,095 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,094 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 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).
Which Other plans cover a similar participant headcount to Special People in Northeast, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Fairfield University Defined Contribution Retirement Plan in CT (1,095 participants, $451M 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 231742920.

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.