Other · DOL Form 5500 · 2023
The Health Federation of Philadelphia Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 370
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $47,678
- Avg per participant Low balance/head
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.
- #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.
- #13,260
- in Healthcare & Social Assistance (17,684 peers)
- +20.1%
- assets growth YoY
The Health Federation of Philadelphia 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Health Federation of Philadelphia 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. The Health Federation of Philadelphia 403(b) Plan sits mid-pack in the medium band (370 participants).
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.
Form 5500 schedule snapshot
Filing strip 232244355 · The Health Federation of Philadelphia PY 2023 · Other
The Health Federation of Philadelphia 403(b) Plan · $18M · 370 · 70th
- ASSETS $18M
- ASSETS 370
- ASSETS 70th
- ASSETS Other
- ASSETS near Episcopal Retirement Services Staff Retirement Plan
- ASSETS ind #13260
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 Health Federation of Philadelphia 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 232244355 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Health Federation of Philadelphia)
Sponsor-wide plan assets over time
All The Health Federation of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.913713656145347% vs 2022
- 2024 filing year
| 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 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
The Health Federation of Philadelphia 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Episcopal Retirement Services Staff Retirement Plan in OH ($18M); by covered participants it is The Berkeley Carroll School Retirement Plan in NY (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Episcopal Retirement Services Staff Retirement Plan (OH) $18M · 538
- P.G. Chambers School 403(b) Plan (NJ) $18M · 179
- Hhi Retirement Savings Plan (MI) $18M · 423
- Wesley Homes 403(b) Thrift Plan (WA) $18M · 408
Similar participant headcount
Nearest other-state filings by covered participants (370 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.