Other · DOL Form 5500 · 2023

Hope Enterprises, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
342
Participants Below avg headcount
70th
Percentile by assets National rank
$49,444
Avg per participant Low balance/head
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Official DOL plan name: Hope Enterprises, Inc. Retirement Plan · Sponsored by Hope Enterprises, Inc. · Pennsylvania · Healthcare & Social Assistance

$17M in assets, 342 participants

Hope Enterprises, Inc.'s Hope Enterprises, Inc. Retirement Plan reported $17M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,130 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Hope Enterprises, Inc. Retirement Plan covers 342 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.

#13,130
in Healthcare & Social Assistance (17,684 peers)
+6.4%
assets growth YoY

Hope Enterprises, Inc. Retirement Plan's outsized position by total assets

Hope Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$16,909,895 Top 30% higher than 70% 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

Hope Enterprises, Inc. Retirement 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. Hope Enterprises, Inc. Retirement Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hope Enterprises, Inc. Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Hope Enterprises, Inc. Retirement Plan reported participants rose from 305 in the plan year 2022 filing to 342 in the plan year 2023 filing.
  • Hope Enterprises, Inc. Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232303287 · Hope Enterprises, Inc. PY 2023 · Other

Hope Enterprises, Inc. Retirement Plan · $17M · 342 · 70th

  • EIN $17M
  • RANK 342
  • PHOTO 70th
  • IND Other
  • EOY near Mpfc 403b Retirement Plan
  • 5500 ind #13130

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Hope Enterprises, Inc. Retirement Plan in the asset neighbourhood

Hope Enterprises, Inc. Retirement PlanHope Enterprises, Inc. Retir…$17MMpfc 403b Retirement Plan$17MGoodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) PlanGoodwill Industries of Great…$17MBrodstone Memorial Hospital Tax Deferred Annuity PlanBrodstone Memorial Hospital …$17MRainforest Alliance 403(b) Retirement Savings PlanRainforest Alliance 403(b) R…$17M
End-of-year total assets ($M) among Hope Enterprises, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN232303287
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope Enterprises, Inc.)

Sponsor-wide plan assets over time

All Hope Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.434352560181154% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $15.9M $19M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 305 $16M
2023 1 342 $17M
2024 1 345 $19M

Nearby Other Plans in Pennsylvania

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

Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Hope Enterprises, Inc. Retirement Plan, Total assets ($B): 0.016909895 · Participants: 342Hope Enterprises, Inc. Retirement 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
Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Hope Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Hope Enterprises, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Mpfc 403b Retirement Plan in FL ($17M); by covered participants it is Community Solutions 403(b) Plan in CA (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Hope Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Hope Enterprises, Inc. Retirement Plan grew at a solid clip - up 6.4% during 2023, from $16M to $17M. Reported net income was $1M.
How have Hope Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope Enterprises, Inc.'s sponsor-wide assets grew 19.4%, from $16M to $19M.
Which Other plans are similar in size to Hope Enterprises, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mpfc 403b Retirement Plan in FL ($17M, 127 participants).
Which Other plans cover a similar participant headcount to Hope Enterprises, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Solutions 403(b) Plan in CA (342 participants, $11M 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 232303287.

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.