401(k) · DOL Form 5500 · 2023

Holy Family Institute 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
356
Participants Below avg headcount
57th
Percentile by assets National rank
$26,498
Avg per participant Low balance/head
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Official DOL plan name: Holy Family Institute Retirement Plan · Sponsored by Holy Family Institute · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 356 participants

Holy Family Institute's Holy Family Institute Retirement Plan reported $9M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,135 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Holy Family Institute Retirement Plan covers 356 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#11,135
in Healthcare & Social Assistance (17,684 peers)
+13.2%
assets growth YoY

Holy Family Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Holy Family Institute Retirement Plan vs every filed plan by assets

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

$9,433,356 Top 43% higher than 57% 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

Holy Family Institute 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. Holy Family Institute Retirement Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holy Family Institute Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Holy Family Institute Retirement Plan reported participants fell from 376 in the plan year 2022 filing to 356 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 250984606 · Holy Family Institute PY 2023 · 401(k)

Holy Family Institute Retirement Plan · $9M · 356 · 57th

  • BOY $9M
  • SCH 356
  • EBSA 57th
  • PART 401(k)
  • TYPE near Forest Resource Consultants Inc. 401(k) and Profit Sharing Plan
  • NET ind #11135

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 →

Holy Family Institute Retirement Plan in the asset neighbourhood

Holy Family Institute Retirement PlanHoly Family Institute Retire…$9MForest Resource Consultants Inc. 401(k) and Profit Sharing PlanForest Resource Consultants …$9MTeall Capital Partners LLC 401(k) Profit Sharing PlanTeall Capital Partners LLC 4…$9MBroadoak Capital Partners, LLC Profit Sharing PlanBroadoak Capital Partners, L…$9MAgri-King, Inc. 401(k) Plan$9M
End-of-year total assets ($M) among Holy Family Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN250984606
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Family Institute)

Sponsor-wide plan assets over time

All Holy Family Institute plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.72158624272799% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.33M $10.6M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 376 $8M
2023 1 356 $9M
2024 1 314 $11M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Holy Family Institute Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Holy Family Institute Retirement Plan, Total assets ($B): 0.009433356 · Participants: 356Holy Family Institute Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Holy Family Institute Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Holy Family Institute Retirement Plan side-by-side with 3 peers →

Holy Family Institute Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Forest Resource Consultants Inc. 401(k) and Profit Sharing Plan in GA ($9M); by covered participants it is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Holy Family Institute Retirement Plan assets move in 2023? ▼
Holy Family Institute Retirement Plan grew at a solid clip - up 13.2% during 2023, from $8M to $9M. Reported net income was $1M.
How have Holy Family Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holy Family Institute's sponsor-wide assets grew 27.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Holy Family Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forest Resource Consultants Inc. 401(k) and Profit Sharing Plan in GA ($9M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Holy Family Institute Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants, $32M 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 250984606.

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.