Other · DOL Form 5500 · 2023
Overbrook School for the Blind Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 280
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $36,725
- Avg per participant Low balance/head
Official DOL plan name: Overbrook Staff Savings Plan · Sponsored by Overbrook School for the Blind · Pennsylvania · Educational Services
$10M in assets, 280 participants
Overbrook School for the Blind's Overbrook Staff Savings Plan reported $10M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #1,583 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Overbrook Staff Savings Plan covers 280 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.
- #1,583
- in Educational Services (3,735 peers)
- +3.8%
- assets growth YoY
Overbrook Staff Savings Plan's mid-pack asset rank among Educational Services and all filers
Overbrook Staff Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,283,108 Top 41% higher than 59% 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
Overbrook Staff Savings 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. Overbrook Staff Savings Plan sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Overbrook Staff Savings Plan reported net income fell from $664K in the plan year 2022 filing to $376K in the plan year 2023 filing.
- Overbrook Staff Savings Plan reported participants rose from 230 in the plan year 2022 filing to 280 in the plan year 2023 filing.
- Overbrook Staff Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231445631 · Overbrook School for the Blind PY 2023 · Other
Overbrook Staff Savings Plan · $10M · 280 · 59th
- VS-ST $10M
- BOY 280
- SCH 59th
- EBSA Other
- PART near Section 403(b) Retirement Plan for Hudson Valley Hospice
- TYPE ind #1583
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 →
Overbrook Staff Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $376K |
| Employer EIN | 231445631 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Overbrook School for the Blind)
Sponsor-wide plan assets over time
All Overbrook School for the Blind plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 3.7987961767558955% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $10M |
| 2023 | 1 | 280 | $10M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Overbrook Staff Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Section 403(b) Retirement Plan for Hudson Valley Hospice in NY ($10M); by covered participants it is The Saint Ann's School Tax Deferred Annuity Plan in NY (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Section 403(b) Retirement Plan for Hudson Valley Hospice (NY) $10M · 320
- Section 403(b) Plan for God's Love We Deliver (NY) $10M · 157
- The Treatment & Learning Centers Inc. 403b Tax Deferred Annuity Plan (MD) $10M · 215
- York County Community Action Corporation Tax Deferred Annuity Plan (ME) $10M · 227
Similar participant headcount
Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.
- The Saint Ann's School Tax Deferred Annuity Plan (NY) 280 · 0 off
- Kenneth Young Center 403(b) Plan (IL) 280 · 0 off
- Gracemed Health Clinic, Inc. 403(b) Retirement Plan (KS) 280 · 0 off
- 403(b) Thrift Plan of Community Housing Partnership (CA) 280 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.