Other · DOL Form 5500 · 2024
Upper Moreland Free Public Library Retirement Plan
Data updated 2026-08-25
- $995K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $198,906
- Avg per participant Above avg balance/head
Official DOL plan name: Upper Moreland Free Public Library 403(b) DC Plan · Sponsored by Upper Moreland Free Public Library · Pennsylvania · Information & Media
$995K in assets, 5 participants
Upper Moreland Free Public Library's Upper Moreland Free Public Library 403(b) DC Plan reported $995K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #329 in Information & Media (2,822 peers)
Upper Moreland Free Public Library multi-year trail
Upper Moreland Free Public Library's plans moved +18.1% in assets from 2022 to 2024; this filing shows Upper Moreland Free Public Library 403(b) DC Plan at $995K / 5 participants.
- #329
- in Information & Media (2,822 peers)
- +21.3%
- assets growth YoY
Upper Moreland Free Public Library 403(b) DC Plan among the smaller filed plans by assets
Upper Moreland Free Public Library 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$994,528 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Upper Moreland Free Public Library 403(b) DC Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Moreland Free Public Library 403(b) DC Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upper Moreland Free Public Library 403(b) DC Plan reported net income rose from -$23K in the plan year 2023 filing to $175K in the plan year 2024 filing.
- Upper Moreland Free Public Library 403(b) DC Plan end-of-year assets rose from $820K in the plan year 2023 filing to $995K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231603669 · Upper Moreland Free Public Library PY 2024 · Other
Upper Moreland Free Public Library 403(b) DC Plan · $995K · 5 · 23rd
- IND $995K
- EOY 5
- 5500 23rd
- ASSETS Other
- PCT near S Brent Bahner PLLC Retirement Plan
- EIN ind #329
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 Information & Media retirement plans → · Plans in Pennsylvania →
Upper Moreland Free Public Library 403(b) DC Plan in the asset neighbourhood
Upper Moreland Free Public Library multi-year asset trail
Sponsor-wide plan assets over time
All Upper Moreland Free Public Library plans reported in each filing year
- Latest sponsor-wide plan assets
- $995K 18.09841376149186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $842K |
| 2023 | 1 | 5 | $820K |
| 2024 | 1 | 5 | $995K |
Upper Moreland Free Public Library filing trail (2024)
| Total Assets (Beginning of Year) | $820K |
|---|---|
| Net Assets (End of Year) | $995K |
| Net Income | $175K |
| Employer EIN | 231603669 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Upper Moreland Free Public Library 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is S Brent Bahner PLLC Retirement Plan in OK ($995K); by covered participants it is 403(b) Paln Rfa Retirement Plan in MN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($995K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- 403(b) Paln Rfa Retirement Plan (MN) 5 · 0 off
- Alliance for African Assistance Plan 403b (CA) 5 · 0 off
- Group Supplemental Retirement Plan (NY) 5 · 0 off
- Hershey Beavers Peria (IL) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.