Other · DOL Form 5500 · 2023

The Pennsylvania Horticultural Society Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
125
Participants Small participant base
65th
Percentile by assets National rank
$106,362
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Pennsylvania Horticultural Society Defined Contribution Plan · Sponsored by The Pennsylvania Horticultural Society · Pennsylvania · Arts, Entertainment & Recreation

$13M in assets, 125 participants

The Pennsylvania Horticultural Society's The Pennsylvania Horticultural Society Defined Contribution Plan reported $13M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,305 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Pennsylvania

The Pennsylvania Horticultural Society Defined Contribution Plan covers 125 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#2,305
in Arts, Entertainment & Recreation (2,945 peers)
+19.8%
assets growth YoY

The Pennsylvania Horticultural Society Defined Contribution Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Pennsylvania Horticultural Society Defined Contribution Plan vs every filed plan by assets

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

$13,295,279 Top 35% higher than 65% 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

The Pennsylvania Horticultural Society 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. The Pennsylvania Horticultural Society Defined Contribution Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pennsylvania Horticultural Society Defined Contribution Plan reported net income rose from -$161K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Pennsylvania Horticultural Society Defined Contribution Plan reported participants rose from 12 in the plan year 2022 filing to 125 in the plan year 2023 filing.
  • The Pennsylvania Horticultural Society Defined Contribution Plan end-of-year assets rose from $5M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231352265 · The Pennsylvania Horticultural Society PY 2023 · Other

The Pennsylvania Horticultural Society Defined Contribution Plan · $13M · 125 · 65th

  • EOY $13M
  • 5500 125
  • ASSETS 65th
  • PCT Other
  • EIN near 403(b) Thrift Plan of Washburn Center for Children
  • RANK ind #2305

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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →

The Pennsylvania Horticultural Society Defined Contribution Plan in the asset neighbourhood

Center for Family Health 403(b) Employer Retirement PlanCenter for Family Health 403…$13MThe Pennsylvania Horticultural Society Defined Contribution PlanThe Pennsylvania Horticultur…$13M403(b) Thrift Plan of Washburn Center for Children403(b) Thrift Plan of Washbu…$13MAmego, Inc. 403(b) Plan$13MBright Harbor Healthcare Tax Sheltered Annuity PlanBright Harbor Healthcare Tax…$13M
End-of-year total assets ($M) among The Pennsylvania Horticultural Society Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN231352265
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pennsylvania Horticultural Society)

Sponsor-wide plan assets over time

All The Pennsylvania Horticultural Society plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.051136093663548% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.5M $21.1M ▲ +28.0%
Year Plans Participants Total Assets
2022 2 138 $16M
2023 2 135 $19M
2024 2 136 $21M

Nearby Other Plans in Pennsylvania

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

The Pennsylvania Horticultural Society Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Pennsylvania Horticultural Society Defined Contribution Plan, Total assets ($B): 0.013295279 · Participants: 125The Pennsylvania Horticultural Society Defined Contribution 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
The Pennsylvania Horticultural Society Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

The Pennsylvania Horticultural Society Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Washburn Center for Children in MN ($13M); by covered participants it is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 The Pennsylvania Horticultural Society Defined Contribution Plan assets move in 2023?
The Pennsylvania Horticultural Society Defined Contribution Plan grew sharply - up 19.8% during 2023, from $11M to $13M. Reported net income was $2M.
How have The Pennsylvania Horticultural Society plan assets changed over time?
Across 3 plan years on file (2022-2024), The Pennsylvania Horticultural Society's sponsor-wide assets grew 28.1%, from $16M to $21M.
Which Other plans are similar in size to The Pennsylvania Horticultural Society Defined Contribution Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Washburn Center for Children in MN ($13M, 194 participants).
Which Other plans cover a similar participant headcount to The Pennsylvania Horticultural Society Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants, $58M in assets).