Other · DOL Form 5500 · 2023

The Guidance Center Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
156
Participants Small participant base
52nd
Percentile by assets National rank
$47,644
Avg per participant Low balance/head
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Official DOL plan name: The Guidance Center Tax Sheltered Annuity Plan · Sponsored by The Guidance Center · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 156 participants

The Guidance Center's The Guidance Center Tax Sheltered Annuity Plan reported $7M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,181 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

The Guidance Center Tax Sheltered Annuity Plan covers 156 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#10,181
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY

The Guidance Center Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Guidance Center Tax Sheltered Annuity Plan vs every filed plan by assets

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

$7,432,453 Top 48% higher than 52% 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

The Guidance Center Tax Sheltered 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. The Guidance Center Tax Sheltered Annuity Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Guidance Center Tax Sheltered Annuity Plan reported net income rose from -$958K in the plan year 2022 filing to $824K in the plan year 2023 filing.
  • The Guidance Center Tax Sheltered Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Guidance Center Tax Sheltered Annuity Plan reported participants rose from 148 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251469392 · The Guidance Center PY 2023 · Other

The Guidance Center Tax Sheltered Annuity Plan · $7M · 156 · 52nd

  • RANK $7M
  • RANK 156
  • RANK 52nd
  • RANK Other
  • RANK near Primecare Community Health, Inc. Employees Retirement Plan
  • RANK ind #10181

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 →

The Guidance Center Tax Sheltered Annuity Plan in the asset neighbourhood

The Legacy Senior Communities 403(b) PlanThe Legacy Senior Communitie…$7MRiver Oak Center for Children 403b PlanRiver Oak Center for Childre…$7MThe Guidance Center Tax Sheltered Annuity PlanThe Guidance Center Tax Shel…$7MPrimecare Community Health, Inc. Employees Retirement PlanPrimecare Community Health, …$7MCincinnati Hamilton County Community Action Agency 403(b) Tax Deferred PlanCincinnati Hamilton County C…$7M
End-of-year total assets ($M) among The Guidance Center Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$824K
Employer EIN251469392
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guidance Center)

Sponsor-wide plan assets over time

All The Guidance Center plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.43205098016333% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.5M $15.1M ▲ +4.4%
Year Plans Participants Total Assets
2022 2 296 $14M
2023 2 312 $17M
2024 2 223 $15M

Nearby Other Plans in Pennsylvania

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

The Guidance Center Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Guidance Center Tax Sheltered Annuity Plan, Total assets ($B): 0.007432453 · Participants: 156The Guidance Center Tax Sheltered Annuity 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
The Guidance Center Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Guidance Center Tax Sheltered Annuity Plan side-by-side with 3 peers →

The Guidance Center Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Primecare Community Health, Inc. Employees Retirement Plan in IL ($7M); by covered participants it is American Jewish University DC Retirement Plan in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 The Guidance Center Tax Sheltered Annuity Plan assets move in 2023? ▼
The Guidance Center Tax Sheltered Annuity Plan grew at a solid clip - up 12.5% during 2023, from $7M to $7M. Reported net income was $824K.
How have The Guidance Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Guidance Center's sponsor-wide assets grew 4.4%, from $14M to $15M.
Which Other plans are similar in size to The Guidance Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Primecare Community Health, Inc. Employees Retirement Plan in IL ($7M, 228 participants).
Which Other plans cover a similar participant headcount to The Guidance Center Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is American Jewish University DC Retirement Plan in CA (156 participants, $20M 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 251469392.

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.