Other · DOL Form 5500 · 2023
Free Library of Philadelphia Foundation Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $87,338
- Avg per participant Below avg balance/head
Official DOL plan name: The Free Library of Philadelphia Foundation 403(b) Retirement Plan · Sponsored by Free Library of Philadelphia Foundation · Pennsylvania · Other Services
$8M in assets, 86 participants
Free Library of Philadelphia Foundation's The Free Library of Philadelphia Foundation 403(b) Retirement Plan reported $8M in total assets and 86 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.
- #5,653 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, The Free Library of Philadelphia Foundation 403(b) Retirement Plan ranks #5,653 of 7,857 2023 filers by assets (267% of the sector average)-$8M for 86 participants.
- #5,653
- in Other Services (7,857 peers)
- +23.0%
- assets growth YoY
The Free Library of Philadelphia Foundation 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
The Free Library of Philadelphia Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,511,105 Top 48% higher than 52% 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 Free Library of Philadelphia Foundation 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Free Library of Philadelphia Foundation 403(b) Retirement Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Free Library of Philadelphia Foundation 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Free Library of Philadelphia Foundation 403(b) Retirement Plan reported participants rose from 69 in the plan year 2022 filing to 86 in the plan year 2023 filing.
- The Free Library of Philadelphia Foundation 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
DOL schedule card
Filing strip 521173474 · Free Library of Philadelphia Foundation PY 2023 · Other
The Free Library of Philadelphia Foundation 403(b) Retirement Plan · $8M · 86 · 52nd
- ASSETS $8M
- ASSETS 86
- ASSETS 52nd
- ASSETS Other
- ASSETS near Lena Pope Home, Inc. Defined Contribution Plan
- ASSETS ind #5653
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 Other Services retirement plans → · Plans in Pennsylvania →
The Free Library of Philadelphia Foundation 403(b) Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 521173474 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Free Library of Philadelphia Foundation)
Sponsor-wide plan assets over time
All Free Library of Philadelphia Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 37.2221550006492% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $6M |
| 2023 | 1 | 86 | $8M |
| 2024 | 1 | 66 | $8M |
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 Free Library of Philadelphia Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Lena Pope Home, Inc. Defined Contribution Plan in TX ($8M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Oregon Coast Aquarium Retirement Plan (OR) 86 · 0 off
- Pryor Learning, Inc. Defined Contribution Retirement Plan (MO) 86 · 0 off
- Terc, Inc. DC Retirement Plan (MA) 86 · 0 off
- Three Square 403(b) Plan (NV) 86 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.