Other · DOL Form 5500 · 2023
Childrens Literacy Initiative Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $87,155
- Avg per participant Below avg balance/head
Official DOL plan name: Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans · Sponsored by Childrens Literacy Initiative · Pennsylvania · Educational Services
$9M in assets, 98 participants
Childrens Literacy Initiative's Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans reported $9M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #1,426 in Educational Services (3,735 peers)
What the 2023 filing shows
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans holds $9M for 98 participants - about $87,155 per participant, above the median plan by assets.
- #1,426
- in Educational Services (3,735 peers)
- +6.0%
- assets growth YoY
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans's mid-pack asset rank among Educational Services and all filers
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,541,201 Top 45% higher than 55% 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
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans reported net income rose from -$951K in the plan year 2022 filing to $484K in the plan year 2023 filing.
- Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans reported participants fell from 123 in the plan year 2022 filing to 98 in the plan year 2023 filing.
- Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232515768 · Childrens Literacy Initiative PY 2023 · Other
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans · $9M · 98 · 55th
- VS-ST $9M
- VS-ST 98
- VS-ST 55th
- VS-ST Other
- VS-ST near Center for Comprehensive Health Practice Defined Contribution Retirement Plan
- VS-ST ind #1426
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 →
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $484K |
| Employer EIN | 232515768 |
| Plan Effective Date | 2003-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Literacy Initiative)
Sponsor-wide plan assets over time
All Childrens Literacy Initiative plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 5.816807184693866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $8M |
| 2023 | 1 | 98 | $9M |
| 2024 | 1 | 78 | $9M |
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
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Center for Comprehensive Health Practice Defined Contribution Retirement Plan in NY ($9M); by covered participants it is The Bay School of San Francisco DC Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.