Other · DOL Form 5500 · 2023
Kendal-Crosslands Communities Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 559
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $49,768
- Avg per participant Low balance/head
Official DOL plan name: Kendal-Crosslands Communities 403(b) Plan · Sponsored by Kendal-Crosslands Communities · Pennsylvania · Other Services
$28M in assets, 559 participants
Kendal-Crosslands Communities's Kendal-Crosslands Communities 403(b) Plan reported $28M in total assets and 559 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,994 in Other Services (7,857 peers)
Where Kendal-Crosslands Communities 403(b) Plan sits by assets
Kendal-Crosslands Communities 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 559 participants (~$49,768/participant), up 37.4% in 2023.
- #6,994
- in Other Services (7,857 peers)
- +37.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kendal-Crosslands Communities 403(b) Plan's outsized position by total assets
Kendal-Crosslands Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,820,183 Top 22% higher than 78% 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
Kendal-Crosslands Communities 403(b) 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. Kendal-Crosslands Communities 403(b) Plan sits mid-pack in the medium band (559 participants).
EBSA filing schedule strip
Filing strip 231906212 · Kendal-Crosslands Communities PY 2023 · Other
Kendal-Crosslands Communities 403(b) Plan · $28M · 559 · 78th
- 5500 $28M
- ASSETS 559
- PCT 78th
- EIN Other
- RANK near Jewish Federation of Metropolitan Detroit 403(b) Plan
- PHOTO ind #6994
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 Other Services retirement plans → · Plans in Pennsylvania →
Kendal-Crosslands Communities 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 231906212 |
| Plan Effective Date | 2022-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kendal-Crosslands Communities)
Sponsor-wide plan assets over time
All Kendal-Crosslands Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 19.959480496587677% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 559 | $28M |
| 2024 | 1 | 672 | $33M |
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
Kendal-Crosslands Communities 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Jewish Federation of Metropolitan Detroit 403(b) Plan in MI ($28M); by covered participants it is St. Joseph's University 403(b) Plan in NY (560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Jewish Federation of Metropolitan Detroit 403(b) Plan (MI) $28M · 714
- Tennessee Aquarium Retirement Plan (TN) $28M · 242
- Ascendis Pharma 401(k) Plan (CA) $28M · 311
- Briar Cliff University 403(b) DC Plan (IA) $28M · 189
Similar participant headcount
Nearest other-state filings by covered participants (559 participants); asset peers above are excluded.
- St. Joseph's University 403(b) Plan (NY) 560 · 1 off
- Wingate University Retirement Plan (NC) 558 · 1 off
- Sweetser 403(b) Employees Savings Plan (ME) 560 · 1 off
- 403(b) Thrift Plan of Spectrum for Living (NJ) 557 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.