Other · DOL Form 5500 · 2023

Urban Affairs Coalition Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
470
Participants Below avg headcount
51st
Percentile by assets National rank
$15,151
Avg per participant Low balance/head
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Official DOL plan name: Urban Affairs Coalition 403(b) Retirement Plan · Sponsored by Urban Affairs Coalition · Pennsylvania · Other Services

$7M in assets, 470 participants

Urban Affairs Coalition's Urban Affairs Coalition 403(b) Retirement Plan reported $7M in total assets and 470 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.

  • #5,600 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Urban Affairs Coalition 403(b) Retirement Plan ranks #5,600 of 7,857 2023 filers by assets (282% of the sector average)-$7M for 470 participants.

#5,600
in Other Services (7,857 peers)
+22.5%
assets growth YoY

Urban Affairs Coalition 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Urban Affairs Coalition 403(b) Retirement Plan vs every filed plan by assets

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

$7,120,855 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

Urban Affairs Coalition 403(b) Retirement 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. Urban Affairs Coalition 403(b) Retirement Plan sits mid-pack in the medium band (470 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Urban Affairs Coalition 403(b) Retirement Plan reported net income rose from -$827K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Urban Affairs Coalition 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Urban Affairs Coalition 403(b) Retirement Plan reported participants fell from 597 in the plan year 2022 filing to 470 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237046393 · Urban Affairs Coalition PY 2023 · Other

Urban Affairs Coalition 403(b) Retirement Plan · $7M · 470 · 51st

  • BOOK $7M
  • VS-ST 470
  • BOY 51st
  • SCH Other
  • EBSA near Impact Tax Deferred Annuity Plan
  • PART ind #5600

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 →

Urban Affairs Coalition 403(b) Retirement Plan in the asset neighbourhood

Catholic Charities, Inc. Diocese of Madison Retirement PlanCatholic Charities, Inc. Dio…$7MWestern Montana Mental Health Center 403(b) Retirement PlanWestern Montana Mental Healt…$7MUrban Affairs Coalition 403(b) Retirement PlanUrban Affairs Coalition 403(…$7MImpact Tax Deferred Annuity PlanImpact Tax Deferred Annuity …$7MCouncil for a Strong America 403b PlanCouncil for a Strong America…$7M
End-of-year total assets ($M) among Urban Affairs Coalition 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN237046393
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Urban Affairs Coalition)

Sponsor-wide plan assets over time

All Urban Affairs Coalition plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.601507456928694% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.81M $8M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 597 $6M
2023 1 470 $7M
2024 1 480 $8M

Nearby Other Plans in Pennsylvania

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

Urban Affairs Coalition 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Urban Affairs Coalition 403(b) Retirement Plan, Total assets ($B): 0.007120855 · Participants: 470Urban Affairs Coalition 403(b) Retirement 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
Urban Affairs Coalition 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Urban Affairs Coalition 403(b) Retirement Plan side-by-side with 3 peers →

Urban Affairs Coalition 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Impact Tax Deferred Annuity Plan in CA ($7M); by covered participants it is Lutheran Home & Harwood Place 403(b) Plan in WI (470 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (470 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 Urban Affairs Coalition 403(b) Retirement Plan assets move in 2023? ▼
Urban Affairs Coalition 403(b) Retirement Plan grew sharply - up 22.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Urban Affairs Coalition plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urban Affairs Coalition's sponsor-wide assets grew 37.6%, from $6M to $8M.
Which Other plans are similar in size to Urban Affairs Coalition 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Impact Tax Deferred Annuity Plan in CA ($7M, 154 participants).
Which Other plans cover a similar participant headcount to Urban Affairs Coalition 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lutheran Home & Harwood Place 403(b) Plan in WI (470 participants, $14M 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 237046393.

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.