Profit Sharing · DOL Form 5500 · 2023
The Philadelphia School Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 90
- Participants
- 71st
- Percentile by assets
- $202,877
- Avg per participant
Official DOL plan name: The Philadelphia School 403(b) DC Plan · Sponsored by The Philadelphia School · Pennsylvania · Educational Services
$18M in assets, 90 participants
The Philadelphia School's The Philadelphia School 403(b) DC Plan reported $18M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #2,001 in Educational Services (3,735 peers)
The Philadelphia School multi-year trail
The Philadelphia School's plans moved +24.2% in assets from 2022 to 2024; this filing shows The Philadelphia School 403(b) DC Plan at $18M / 90 participants.
- $18M
- total plan assets (2023 EOY)
- 90
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $202,877
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Philadelphia School 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Philadelphia School 403(b) DC Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The Philadelphia School 403(b) DC Plan reported participants fell from 91 in the plan year 2022 filing to 90 in the plan year 2023 filing.
The Philadelphia School across 3 plan years on file
Across the 3 plan years The Philadelphia School has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $21M, a gain of 24.2%, while reported participants moved from 91 to 110 (+20.9%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($17M).
The Philadelphia School multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $17M |
| 2023 | 1 | 90 | $18M |
| 2024 | 1 | 110 | $21M |
The Philadelphia School filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 237091186 |
| Plan Effective Date | 1992-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Philadelphia School 403(b) DC Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Philadelphia School 403(b) DC Plan by total assets, not by location.
Frequently Asked Questions
How did The Philadelphia School 403(b) DC Plan assets move in 2023? ▼
How have The Philadelphia School plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to The Philadelphia School 403(b) DC Plan? ▼
Next read for The Philadelphia School 403(b) DC Plan
Multi-year trail
Ways to act on The Philadelphia School 403(b) DC Plan's numbers.
- By total assets, The Philadelphia School 403(b) DC Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- The Philadelphia School's sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Educational Services plans