Other · DOL Form 5500 · 2023

The Health Federation of Philadelphia Retirement Plan

Data updated 2026-08-11

$18M
Total assets
370
Participants
70th
Percentile by assets
$47,678
Avg per participant
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Official DOL plan name: The Health Federation of Philadelphia 403(b) Plan · Sponsored by The Health Federation of Philadelphia · Pennsylvania · Healthcare & Social Assistance

$18M in assets, 370 participants

The Health Federation of Philadelphia's The Health Federation of Philadelphia 403(b) Plan reported $18M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 127,072 plans)
  • #13,260 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

The Health Federation of Philadelphia 403(b) Plan covers 370 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

$18M
total plan assets (2023 EOY)
370
covered participants
70th
percentile by assets (of 127,072 plans)
$47,678
avg assets per participant

Where The Health Federation of Philadelphia 403(b) Plan sits by total assets

The Health Federation of Philadelphia 403(b) Plan vs every filed plan by assets

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

$17,640,822 Top 30% higher than 70% 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

  • The Health Federation of Philadelphia 403(b) Plan reported net income rose from -$913K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Health Federation of Philadelphia 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Health Federation of Philadelphia 403(b) Plan reported participants rose from 359 in the plan year 2022 filing to 370 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Health Federation of Philadelphia 403(b) Plan reports 370 participants - about 45% of that state average ($18M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN232244355
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Health Federation of Philadelphia)

$14M$16M$18M$20M 202220232024 $14.7M $19.2M ▲ +30.9%
Total plan assets by year, all The Health Federation of Philadelphia plans on file
Year Plans Participants Total Assets
2022 1 359 $15M
2023 1 370 $18M
2024 1 404 $19M

Nearby Other Plans in Pennsylvania

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

The Health Federation of Philadelphia 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Health Federatio…, Total assets ($B): 0.017640822 · Participants: 370The Health Federatio…The University of Pe…, Total assets ($B): 6.313953991 · Participants: 20979The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.057133387 · Participants: 41942The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Co…
The Health Federation of Philadelphia 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Health Federation of Philadelphia 40… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Health Federation of Philadelphia 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did The Health Federation of Philadelphia 403(b) Plan assets move in 2023? ▼
The Health Federation of Philadelphia 403(b) Plan grew sharply - up 20.1% during 2023, from $15M to $18M. Reported net income was $3M.
How have The Health Federation of Philadelphia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Health Federation of Philadelphia's sponsor-wide assets grew 30.9%, from $15M to $19M.
Which Other plans are similar in size to The Health Federation of Philadelphia 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Episcopal Retirement Services Staff Retirement Plan in OH ($18M, 538 participants).

Next read for The Health Federation of Philadelphia 40…

Filing takeaways

Ways to act on The Health Federation of Philadelphia 403(b) Plan's numbers.

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 232244355.

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.