Other · DOL Form 5500 · 2023
Contact Helpline Retirement Plan
Data updated 2026-08-25
- $726K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $145,135
- Avg per participant Above avg balance/head
Official DOL plan name: Contact Helpline Retirement Plan · Sponsored by Contact Helpline · Pennsylvania · Other Services
$726K in assets, 5 participants
Contact Helpline's Contact Helpline Retirement Plan reported $726K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,460 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Contact Helpline Retirement Plan ranks #3,460 of 7,857 2023 filers by assets (2766% of the sector average)-$726K for 5 participants.
- #3,460
- in Other Services (7,857 peers)
- +26.1%
- assets growth YoY
Contact Helpline Retirement Plan among the smaller filed plans by assets
Contact Helpline Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$725,677 21st percentile higher than 21% 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
Contact Helpline Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Contact Helpline Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Contact Helpline Retirement Plan reported net income rose from $82K in the plan year 2022 filing to $150K in the plan year 2023 filing.
- Contact Helpline Retirement Plan end-of-year assets rose from $575K in the plan year 2022 filing to $726K in the plan year 2023 filing.
- Contact Helpline Retirement Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237083169 · Contact Helpline PY 2023 · Other
Contact Helpline Retirement Plan · $726K · 5 · 21st
- EIN $726K
- EIN 5
- EIN 21st
- EIN Other
- EIN near Boys & Girls Club of Utah County 403(b)(7) Plan
- EIN ind #3460
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 →
Contact Helpline Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $575K |
|---|---|
| Net Assets (End of Year) | $726K |
| Net Income | $150K |
| Employer EIN | 237083169 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Contact Helpline)
Sponsor-wide plan assets over time
All Contact Helpline plans reported in each filing year
- Latest sponsor-wide plan assets
- $815K 41.65754267421612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $575K |
| 2023 | 1 | 5 | $726K |
| 2024 | 1 | 7 | $815K |
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
Contact Helpline Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Boys & Girls Club of Utah County 403(b)(7) Plan in UT ($723K); by covered participants it is Arkansas State Golf Association 403 (B) Plan in AR (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($726K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.