Other · DOL Form 5500 · 2023
Advancement Project Education Fund Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $165,265
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Advancement Project Education Fund · Sponsored by Advancement Project Education Fund · District of Columbia · Other Services
$7M in assets, 43 participants
Advancement Project Education Fund's 403(b) Thrift Plan of Advancement Project Education Fund reported $7M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #5,596 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan of Advancement Project Education Fund ranks #5,596 of 7,857 2023 filers by assets (282% of the sector average)-$7M for 43 participants.
- #5,596
- in Other Services (7,857 peers)
- +9.7%
- assets growth YoY
403(b) Thrift Plan of Advancement Project Education Fund's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Advancement Project Education Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,106,407 Top 49% higher than 51% 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
403(b) Thrift Plan of Advancement Project Education Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Advancement Project Education Fund is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Advancement Project Education Fund reported net income rose from -$2M in the plan year 2022 filing to $627K in the plan year 2023 filing.
- 403(b) Thrift Plan of Advancement Project Education Fund reported participants fell from 67 in the plan year 2022 filing to 43 in the plan year 2023 filing.
- 403(b) Thrift Plan of Advancement Project Education Fund end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 874702350 · Advancement Project Education Fund PY 2023 · Other
403(b) Thrift Plan of Advancement Project Education Fund · $7M · 43 · 51st
- BOY $7M
- BOY 43
- BOY 51st
- BOY Other
- BOY near The Shadowfax Corporation 403(b) Plan
- BOY ind #5596
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 District of Columbia →
403(b) Thrift Plan of Advancement Project Education Fund in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $627K |
| Employer EIN | 874702350 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advancement Project Education Fund)
Sponsor-wide plan assets over time
All Advancement Project Education Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 27.585245192936185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $6M |
| 2023 | 1 | 43 | $7M |
| 2024 | 1 | 58 | $8M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
403(b) Thrift Plan of Advancement Project Education Fund's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is The Shadowfax Corporation 403(b) Plan in PA ($7M); by covered participants it is Eden Medical Center Nurses Plan in CA (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- The Shadowfax Corporation 403(b) Plan (PA) $7M · 289
- Urban Affairs Coalition 403(b) Retirement Plan (PA) $7M · 470
- Impact Tax Deferred Annuity Plan (CA) $7M · 154
- 3cdc Section 403(b) Plan II (OH) $7M · 148
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
- Eden Medical Center Nurses Plan (CA) 43 · 0 off
- Charles F. Kettering Foundation Deferred Compensation Plan (OH) 43 · 0 off
- Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan (NY) 42 · 1 off
- Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan (MD) 42 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.