Other · DOL Form 5500 · 2023
William Penn Charter School Overseers of the Public School Retirement Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 293
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $238,150
- Avg per participant Above avg balance/head
Official DOL plan name: William Penn Charter School Defined Contribution Plan · Sponsored by William Penn Charter School Overseers of the Public School · Pennsylvania · Educational Services
$70M in assets, 293 participants
William Penn Charter School Overseers of the Public School's William Penn Charter School Defined Contribution Plan reported $70M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,972 in Educational Services (3,735 peers)
Coverage in Pennsylvania
William Penn Charter School Defined Contribution Plan covers 293 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $70M.
- #2,972
- in Educational Services (3,735 peers)
- +12.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
William Penn Charter School Defined Contribution Plan's outsized position by total assets
William Penn Charter School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,778,090 Top 11% higher than 89% 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
William Penn Charter School Defined Contribution 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. William Penn Charter School Defined Contribution Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William Penn Charter School Defined Contribution Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- William Penn Charter School Defined Contribution Plan end-of-year assets rose from $62M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- William Penn Charter School Defined Contribution Plan reported participants rose from 283 in the plan year 2022 filing to 293 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 230953760 · William Penn Charter School Overseers of the Public School PY 2023 · Other
William Penn Charter School Defined Contribution Plan · $70M · 293 · 89th
- SCH $70M
- EBSA 293
- PART 89th
- TYPE Other
- NET near American Management Association Savings & Investment Plan
- BOOK ind #2972
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 →
William Penn Charter School Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $8M |
| Employer EIN | 230953760 |
| Plan Effective Date | 1929-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Penn Charter School Overseers of the Public School)
Sponsor-wide plan assets over time
All William Penn Charter School Overseers of the Public School plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 27.110545921327883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 283 | $62M |
| 2023 | 1 | 293 | $70M |
| 2024 | 1 | 289 | $79M |
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
William Penn Charter School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is American Management Association Savings & Investment Plan in NY ($70M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 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.