Other · DOL Form 5500 · 2023
Defender Association of Philadelphia Retirement Plan
Data updated 2026-08-25
- $126M
- Total assets Near avg plan size
- 632
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $198,984
- Avg per participant Above avg balance/head
Official DOL plan name: Defender Association of Philadelphia Tax Deferred Annuity Plan · Sponsored by Defender Association of Philadelphia · Pennsylvania · Professional & Technical Services
$126M in assets, 632 participants
Defender Association of Philadelphia's Defender Association of Philadelphia Tax Deferred Annuity Plan reported $126M in total assets and 632 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,082 in Professional & Technical Services (20,321 peers)
Where Defender Association of Philadelphia Tax Deferred Annuity Plan sits by assets
Defender Association of Philadelphia Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $126M for 632 participants (~$198,984/participant), up 10.6% in 2023.
- #19,082
- in Professional & Technical Services (20,321 peers)
- +10.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Defender Association of Philadelphia Tax Deferred Annuity Plan's outsized position by total assets
Defender Association of Philadelphia Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$125,757,938 Top 7% higher than 93% 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
Defender Association of Philadelphia Tax Deferred Annuity 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. Defender Association of Philadelphia Tax Deferred Annuity Plan sits mid-pack in the medium band (632 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defender Association of Philadelphia Tax Deferred Annuity Plan reported net income rose from -$25M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Defender Association of Philadelphia Tax Deferred Annuity Plan end-of-year assets rose from $114M in the plan year 2022 filing to $126M in the plan year 2023 filing.
- Defender Association of Philadelphia Tax Deferred Annuity Plan reported participants rose from 584 in the plan year 2022 filing to 632 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231445669 · Defender Association of Philadelphia PY 2023 · Other
Defender Association of Philadelphia Tax Deferred Annuity Plan · $126M · 632 · 93rd
- TYPE $126M
- NET 632
- BOOK 93rd
- VS-ST Other
- BOY near Kalamazoo College Defined Contribution Retirement Plan
- SCH ind #19082
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Defender Association of Philadelphia Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $12M |
| Employer EIN | 231445669 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Defender Association of Philadelphia)
Sponsor-wide plan assets over time
All Defender Association of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 25.41116802657833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 584 | $114M |
| 2023 | 1 | 632 | $126M |
| 2024 | 1 | 681 | $143M |
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
Defender Association of Philadelphia Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Kalamazoo College Defined Contribution Retirement Plan in MI ($126M); by covered participants it is Franklin Pierce University Defined Contribution Retirement Plan in NH (633 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126M here).
Similar participant headcount
Nearest other-state filings by covered participants (632 participants); asset peers above are excluded.
- Franklin Pierce University Defined Contribution Retirement Plan (NH) 633 · 1 off
- Compass Health Retirement Plan (WA) 631 · 1 off
- Reed College Retirement Plan (OR) 631 · 1 off
- Mount Saint Mary's University 403(b) Retirement Pl (CA) 630 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.