Other · DOL Form 5500 · 2023

Overbrook Friedlander Programs Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
98
Participants Small participant base
36th
Percentile by assets National rank
$31,124
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Overbrook Friedlander Programs 403(b) Retirement Plan · Sponsored by Overbrook Friedlander Programs · Pennsylvania · Other Services

$3M in assets, 98 participants

Overbrook Friedlander Programs's Overbrook Friedlander Programs 403(b) Retirement Plan reported $3M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,690 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Overbrook Friedlander Programs 403(b) Retirement Plan ranks #4,690 of 7,857 2023 filers by assets (658% of the sector average)-$3M for 98 participants.

#4,690
in Other Services (7,857 peers)
+25.3%
assets growth YoY

Overbrook Friedlander Programs 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Overbrook Friedlander Programs 403(b) Retirement Plan vs every filed plan by assets

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

$3,050,154 36th percentile higher than 36% 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

Overbrook Friedlander Programs 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. Overbrook Friedlander Programs 403(b) Retirement Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Overbrook Friedlander Programs 403(b) Retirement Plan reported net income rose from -$301K in the plan year 2022 filing to $615K in the plan year 2023 filing.
  • Overbrook Friedlander Programs 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Overbrook Friedlander Programs 403(b) Retirement Plan reported participants fell from 115 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232469202 · Overbrook Friedlander Programs PY 2023 · Other

Overbrook Friedlander Programs 403(b) Retirement Plan · $3M · 98 · 36th

  • EIN $3M
  • EIN 98
  • EIN 36th
  • EIN Other
  • EIN near Gateway Community Services Matched Savings Plan
  • EIN ind #4690

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 →

Overbrook Friedlander Programs 403(b) Retirement Plan in the asset neighbourhood

Special Olympics Missouri, Inc.Special Olympics Missouri, I…$3MOverbrook Friedlander Programs 403(b) Retirement PlanOverbrook Friedlander Progra…$3MGateway Community Services Matched Savings PlanGateway Community Services M…$3MResilient Health 403(b) Plan$3MThe Franklin Academy Defined Contribution PlanThe Franklin Academy Defined…$3M
End-of-year total assets ($M) among Overbrook Friedlander Programs 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)$2M
Net Assets (End of Year)$3M
Net Income$615K
Employer EIN232469202
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overbrook Friedlander Programs)

Sponsor-wide plan assets over time

All Overbrook Friedlander Programs plans reported in each filing year

Latest sponsor-wide plan assets
$3M 40.042946584108044% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.44M $3.41M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 115 $2M
2023 1 98 $3M
2024 1 102 $3M

Nearby Other Plans in Pennsylvania

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

Overbrook Friedlander Programs 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Overbrook Friedlander Programs 403(b) Retirement Plan, Total assets ($B): 0.003050154 · Participants: 98Overbrook Friedlander Programs 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
Overbrook Friedlander Programs 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Overbrook Friedlander Programs 403(b) Retirement Plan side-by-side with 3 peers →

Overbrook Friedlander Programs 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Gateway Community Services Matched Savings Plan in FL ($3M); 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 ($3M 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.

Frequently Asked Questions

How did Overbrook Friedlander Programs 403(b) Retirement Plan assets move in 2023? ▼
Overbrook Friedlander Programs 403(b) Retirement Plan grew sharply - up 25.3% during 2023, from $2M to $3M. Reported net income was $615K.
How have Overbrook Friedlander Programs plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overbrook Friedlander Programs's sponsor-wide assets grew 40.0%, from $2M to $3M.
Which Other plans are similar in size to Overbrook Friedlander Programs 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Gateway Community Services Matched Savings Plan in FL ($3M, 304 participants).
Which Other plans cover a similar participant headcount to Overbrook Friedlander Programs 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Bay School of San Francisco DC Retirement Plan in CA (98 participants, $20M 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 232469202.

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.