Money Purchase · DOL Form 5500 · 2023

Serbian Orthodox Church in the U.S.a. & Canada Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
106
Participants Small participant base
63rd
Percentile by assets National rank
$114,110
Avg per participant Below avg balance/head
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Official DOL plan name: Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada · Sponsored by Serbian Orthodox Church in the U.S.a. & Canada · Pennsylvania · Other Services

$12M in assets, 106 participants

Serbian Orthodox Church in the U.S.a. & Canada's Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada reported $12M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,210 in Other Services (7,857 peers)

Coverage in Pennsylvania

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada covers 106 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#6,210
in Other Services (7,857 peers)
+12.5%
assets growth YoY

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada's mid-pack asset rank among Other Services and all filers

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada vs every filed plan by assets

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

$12,095,667 Top 37% higher than 63% 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

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada 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. Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada reported net income rose from $950K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 346565657 · Serbian Orthodox Church in the U.S.a. & Canada PY 2023 · Money Purchase

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada · $12M · 106 · 63rd

  • TYPE $12M
  • TYPE 106
  • TYPE 63rd
  • TYPE Money Purchase
  • TYPE near Ocean Conservancy 401(a) DC Plan
  • TYPE ind #6210

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 →

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada in the asset neighbourhood

Bewley, Lasslebn & Miller Money Purchase Pension PlanBewley, Lasslebn & Miller Mo…$12MPension Plan for the Clergymen of the Serbian Othodox Church in the United States & CanadaPension Plan for the Clergym…$12MOcean Conservancy 401(a) DC PlanOcean Conservancy 401(a) DC …$12MMadison Community Hospital Employees' Retirement PlanMadison Community Hospital E…$12MDefenders of Wildlife Pension PlanDefenders of Wildlife Pensio…$12M
End-of-year total assets ($M) among Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN346565657
Plan Effective Date1970-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serbian Orthodox Church in the U.S.a. & Canada)

Sponsor-wide plan assets over time

All Serbian Orthodox Church in the U.S.a. & Canada plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.68766777668879% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $13.1M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 105 $11M
2023 1 106 $12M
2024 1 105 $13M

Nearby Money Purchase Plans in Pennsylvania

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

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada, Total assets ($M): 12.095667 · Participants: 106Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & CanadaCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Ocean Conservancy 401(a) DC Plan in DC ($12M); by covered participants it is Westside Transit Lines - a.T.U. Pension Plan in IL (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada assets move in 2023?
Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada grew at a solid clip - up 12.5% during 2023, from $11M to $12M. Reported net income was $1M.
How have Serbian Orthodox Church in the U.S.a. & Canada plan assets changed over time?
Across 3 plan years on file (2022-2024), Serbian Orthodox Church in the U.S.a. & Canada's sponsor-wide assets grew 21.7%, from $11M to $13M.
Which Money Purchase plans are similar in size to Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada?
Among Money Purchase plans in other states, the closest by assets is Ocean Conservancy 401(a) DC Plan in DC ($12M, 130 participants).
Which Money Purchase plans cover a similar participant headcount to Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada?
Among Money Purchase plans in other states, the closest by covered participants is Westside Transit Lines - a.T.U. Pension Plan in IL (106 participants, $13M in assets).