Other · DOL Form 5500 · 2023

Phmc Integrated Dba Fairwold Academy Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
115
Participants Small participant base
51st
Percentile by assets National rank
$60,484
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phmc Integrated 403b Plan · Sponsored by Phmc Integrated Dba Fairwold Academy · Pennsylvania · Educational Services

$7M in assets, 115 participants

Phmc Integrated Dba Fairwold Academy's Phmc Integrated 403b Plan reported $7M in total assets and 115 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.

  • #1,307 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Phmc Integrated 403b Plan covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#1,307
in Educational Services (3,735 peers)
+7.3%
assets growth YoY

Phmc Integrated 403b Plan's mid-pack asset rank among Educational Services and all filers

Phmc Integrated 403b Plan vs every filed plan by assets

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

$6,955,712 Top 49% higher than 51% 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

Phmc Integrated 403b Plan 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. Phmc Integrated 403b Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phmc Integrated 403b Plan reported net income fell from $707K in the plan year 2022 filing to $475K in the plan year 2023 filing.
  • Phmc Integrated 403b Plan reported participants fell from 146 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Phmc Integrated 403b Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231729031 · Phmc Integrated Dba Fairwold Academy PY 2023 · Other

Phmc Integrated 403b Plan · $7M · 115 · 51st

  • VS-ST $7M
  • BOY 115
  • SCH 51st
  • EBSA Other
  • PART near Southside Medical Center Inc Save Retirement Plan Part II
  • TYPE ind #1307

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 →

Phmc Integrated 403b Plan in the asset neighbourhood

Phmc Integrated 403b Plan$7MSouthside Medical Center Inc Save Retirement Plan Part IISouthside Medical Center Inc…$7MRoland Park Place Retirement PlanRoland Park Place Retirement…$7MThe Forum for Youth Investment 403(b) DC PlanThe Forum for Youth Investme…$7MSan Antonio Zoological Society Employees' Savings PlanSan Antonio Zoological Socie…$7M
End-of-year total assets ($M) among Phmc Integrated 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$475K
Employer EIN231729031
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phmc Integrated Dba Fairwold Academy)

Sponsor-wide plan assets over time

All Phmc Integrated Dba Fairwold Academy plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.784322893399409% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.44M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 146 $6M
2023 1 115 $7M
2024 1 116 $7M

Nearby Other Plans in Pennsylvania

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

Phmc Integrated 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Phmc Integrated 403b Plan, Total assets ($B): 0.006955712 · Participants: 115Phmc Integrated 403b PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Phmc Integrated 403b Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Phmc Integrated 403b Plan side-by-side with 3 peers →

Phmc Integrated 403b Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Southside Medical Center Inc Save Retirement Plan Part II in GA ($7M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Phmc Integrated 403b Plan assets move in 2023? ▼
Phmc Integrated 403b Plan grew at a solid clip - up 7.3% during 2023, from $6M to $7M. Reported net income was $475K.
How have Phmc Integrated Dba Fairwold Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phmc Integrated Dba Fairwold Academy's sponsor-wide assets grew 14.8%, from $6M to $7M.
Which Other plans are similar in size to Phmc Integrated 403b Plan? ▼
Among Other plans in other states, the closest by assets is Southside Medical Center Inc Save Retirement Plan Part II in GA ($7M, 236 participants).
Which Other plans cover a similar participant headcount to Phmc Integrated 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Nurtury, Inc. 403(b) Plan in MA (115 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231729031.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.