Profit Sharing · DOL Form 5500 · 2023
The Philadelphia School Profit Sharing Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $202,877
- Avg per participant Above avg balance/head
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.
- #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.
- #2,001
- in Educational Services (3,735 peers)
- +9.2%
- assets growth YoY
The Philadelphia School 403(b) DC Plan's outsized position by total assets
The Philadelphia School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,258,911 Top 29% higher than 71% 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
The Philadelphia School 403(b) DC 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. The Philadelphia School 403(b) DC Plan is a small filing (90 participants) on this national headcount ladder.
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.
EBSA filing schedule strip
Filing strip 237091186 · The Philadelphia School PY 2023 · Profit Sharing
The Philadelphia School 403(b) DC Plan · $18M · 90 · 71st
- SCH $18M
- EBSA 90
- PART 71st
- TYPE Profit Sharing
- NET near C.E. Toland & Son Profit Sharing Plan
- BOOK ind #2001
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 Educational Services retirement plans → · Plans in Pennsylvania →
The Philadelphia School 403(b) DC Plan in the asset neighbourhood
The Philadelphia School multi-year asset trail
Sponsor-wide plan assets over time
All The Philadelphia School plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 24.16087322361823% vs 2022
- 2024 filing year
| 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.
- 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
The Philadelphia School 403(b) DC Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is C.E. Toland & Son Profit Sharing Plan in CA ($18M); by covered participants it is Roanoke Concrete Products Co. Profit Sharing Plan in IL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Roanoke Concrete Products Co. Profit Sharing Plan (IL) 90 · 0 off
- The Health Trust Savings Plan (CA) 90 · 0 off
- Seedco Retirement Plan (NY) 90 · 0 off
- Ryther Defined Contribution Retirement Plan (WA) 90 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.