Other · DOL Form 5500 · 2023

Independence Mission Schools Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
429
Participants Below avg headcount
51st
Percentile by assets National rank
$16,160
Avg per participant Low balance/head
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Official DOL plan name: Independence Mission Schools 403(b) Plan · Sponsored by Independence Mission Schools · Pennsylvania · Educational Services

$7M in assets, 429 participants

Independence Mission Schools's Independence Mission Schools 403(b) Plan reported $7M in total assets and 429 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,305 in Educational Services (3,735 peers)

Independence Mission Schools multi-year trail

Independence Mission Schools's plans moved +32.9% in assets from 2022 to 2024; this filing shows Independence Mission Schools 403(b) Plan at $7M / 429 participants.

#1,305
in Educational Services (3,735 peers)
+24.4%
assets growth YoY

Independence Mission Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Independence Mission Schools 403(b) Plan vs every filed plan by assets

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

$6,932,793 Top 49% higher than 51% 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

Independence Mission Schools 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. Independence Mission Schools 403(b) Plan sits mid-pack in the medium band (429 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independence Mission Schools 403(b) Plan reported net income rose from -$916K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Independence Mission Schools 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Independence Mission Schools 403(b) Plan reported participants rose from 397 in the plan year 2022 filing to 429 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454720688 · Independence Mission Schools PY 2023 · Other

Independence Mission Schools 403(b) Plan · $7M · 429 · 51st

  • PCT $7M
  • EIN 429
  • RANK 51st
  • PHOTO Other
  • IND near Bone and Joint Institute of Tennessee 403b Plan
  • EOY ind #1305

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 Educational Services retirement plans → · Plans in Pennsylvania →

Independence Mission Schools 403(b) Plan in the asset neighbourhood

Glenmeadow, Inc. 403(b) Retirement PlanGlenmeadow, Inc. 403(b) Reti…$7MSt Benedict Health Center Tax Deferred Annuity PlanSt Benedict Health Center Ta…$7MFaith Academy of Mobile Inc. 403b PlanFaith Academy of Mobile Inc.…$7MIndependence Mission Schools 403(b) PlanIndependence Mission Schools…$7MBone and Joint Institute of Tennessee 403b PlanBone and Joint Institute of …$7M
End-of-year total assets ($M) among Independence Mission Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Independence Mission Schools multi-year asset trail

Sponsor-wide plan assets over time

All Independence Mission Schools plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.858164038306676% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.57M $7.4M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 397 $6M
2023 1 429 $7M
2024 1 434 $7M

Independence Mission Schools filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN454720688
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Independence Mission Schools 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Independence Mission Schools 403(b) Plan, Total assets ($B): 0.006932793 · Participants: 429Independence Mission Schools 403(b) 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
Independence Mission Schools 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Independence Mission Schools 403(b) Plan side-by-side with 3 peers →

Independence Mission Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Bone and Joint Institute of Tennessee 403b Plan in TN ($7M); by covered participants it is Sourceamerica Tax Deferred Annuity Plan in VA (429 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (429 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 Independence Mission Schools 403(b) Plan assets move in 2023? ▼
Independence Mission Schools 403(b) Plan grew sharply - up 24.4% during 2023, from $6M to $7M. Reported net income was $1M.
How have Independence Mission Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Mission Schools's sponsor-wide assets grew 32.9%, from $6M to $7M.
Which Other plans are similar in size to Independence Mission Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bone and Joint Institute of Tennessee 403b Plan in TN ($7M, 253 participants).
Which Other plans cover a similar participant headcount to Independence Mission Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Sourceamerica Tax Deferred Annuity Plan in VA (429 participants, $119M 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 454720688.

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.