Other · DOL Form 5500 · 2024

Big Brothers Big Sisters Independence Region Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
53
Participants Small participant base
28th
Percentile by assets National rank
$32,448
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region · Sponsored by Big Brothers Big Sisters Independence Region · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 53 participants

Big Brothers Big Sisters Independence Region's 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region reported $2M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,292 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region pulled back noticeably 9.6% in 2024 ($2M → $2M) for 53 participants.

#4,292
in Healthcare & Social Assistance (16,916 peers)
-9.6%
assets change YoY

The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region among the smaller filed plans by assets

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,719,749 28th percentile higher than 28% of 123,620 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 2024

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region is a small filing (53 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 231352034 · Big Brothers Big Sisters Independence Region PY 2024 · Other

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region · $2M · 53 · 28th

  • TYPE $2M
  • NET 53
  • BOOK 28th
  • VS-ST Other
  • BOY near Early Learning Coalition Pntsa Plan Type 403 (B)
  • SCH ind #4292

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region in the asset neighbourhood

Children's Home Society of West Virginia 403(b) PlanChildren's Home Society of W…$2M403(b) Thrift Plan of Big Brothers Big Sisters Independence Region403(b) Thrift Plan of Big Br…$2MEarly Learning Coalition Pntsa Plan Type 403 (B)Early Learning Coalition Pnt…$2MNational Association of Scholars, Inc. Defined Contribution PlanNational Association of Scho…$2MGlobal Kids 403(b) DC Plan$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$182K
Employer EIN231352034
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region, Total assets ($B): 0.001719749 · Participants: 53403(b) Thrift Plan of Big Brothers Big Sisters Independence RegionThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
403(b) Thrift Plan of Big Brothers Big Sisters Independence Region vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region side-by-side with 3 peers →

403(b) Thrift Plan of Big Brothers Big Sisters Independence Region's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Early Learning Coalition Pntsa Plan Type 403 (B) in FL ($2M); by covered participants it is St. Timothys School Defined Contribution Retirement Plan in MD (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region assets move in 2024? ▼
403(b) Thrift Plan of Big Brothers Big Sisters Independence Region pulled back noticeably - down 9.6% during 2024, from $2M to $2M. Reported net income was -$182K.
Which Other plans are similar in size to 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region? ▼
Among Other plans in other states, the closest by assets is Early Learning Coalition Pntsa Plan Type 403 (B) in FL ($2M, 42 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region? ▼
Among Other plans in other states, the closest by covered participants is St. Timothys School Defined Contribution Retirement Plan in MD (53 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352034.

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.