Other · DOL Form 5500 · 2023

Congreso De Latinos Unidos, in Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
287
Participants Below avg headcount
50th
Percentile by assets National rank
$23,496
Avg per participant Low balance/head
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Official DOL plan name: Congreso De Latinos Unidos, Inc. Retirement Plan · Sponsored by Congreso De Latinos Unidos, in · Pennsylvania · Other Services

$7M in assets, 287 participants

Congreso De Latinos Unidos, in's Congreso De Latinos Unidos, Inc. Retirement Plan reported $7M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,532 in Other Services (7,857 peers)

Coverage in Pennsylvania

Congreso De Latinos Unidos, Inc. Retirement Plan covers 287 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#5,532
in Other Services (7,857 peers)
+21.9%
assets growth YoY

Congreso De Latinos Unidos, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Congreso De Latinos Unidos, Inc. Retirement Plan vs every filed plan by assets

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

$6,743,445 Top 50% higher than 50% 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

Congreso De Latinos Unidos, 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. Congreso De Latinos Unidos, Inc. Retirement Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Congreso De Latinos Unidos, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Congreso De Latinos Unidos, Inc. Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Congreso De Latinos Unidos, Inc. Retirement Plan reported participants rose from 282 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232051143 · Congreso De Latinos Unidos, in PY 2023 · Other

Congreso De Latinos Unidos, Inc. Retirement Plan · $7M · 287 · 50th

  • EIN $7M
  • EIN 287
  • EIN 50th
  • EIN Other
  • EIN near Wheeler Mission Ministries, Inc. 403(b) Retirement Plan
  • EIN ind #5532

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 Other Services retirement plans → · Plans in Pennsylvania →

Congreso De Latinos Unidos, Inc. Retirement Plan in the asset neighbourhood

Wheeler Mission Ministries, Inc. 403(b) Retirement PlanWheeler Mission Ministries, …$7MVenture Together, Inc. 403(b) PlanVenture Together, Inc. 403(b…$7MCongreso De Latinos Unidos, Inc. Retirement PlanCongreso De Latinos Unidos, …$7MEmployee Benefit Plan of Hr New Hire, LLCEmployee Benefit Plan of Hr …$7MPro Action of Steuben & Yates, Inc. 403(b) Retirement PlanPro Action of Steuben & Yate…$7M
End-of-year total assets ($M) among Congreso De Latinos Unidos, Inc. Retirement 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$1M
Employer EIN232051143
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Congreso De Latinos Unidos, in)

Sponsor-wide plan assets over time

All Congreso De Latinos Unidos, in plans reported in each filing year

Latest sponsor-wide plan assets
$8M 43.161334885304136% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.53M $7.92M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 282 $6M
2023 1 287 $7M
2024 1 295 $8M

Nearby Other Plans in Pennsylvania

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

Congreso De Latinos Unidos, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Congreso De Latinos Unidos, Inc. Retirement Plan, Total assets ($B): 0.006743445 · Participants: 287Congreso De Latinos Unidos, 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
Congreso De Latinos Unidos, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Congreso De Latinos Unidos, Inc. Retirement Plan side-by-side with 3 peers →

Congreso De Latinos Unidos, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Wheeler Mission Ministries, Inc. 403(b) Retirement Plan in IN ($7M); by covered participants it is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Congreso De Latinos Unidos, Inc. Retirement Plan assets move in 2023? ▼
Congreso De Latinos Unidos, Inc. Retirement Plan grew sharply - up 21.9% during 2023, from $6M to $7M. Reported net income was $1M.
How have Congreso De Latinos Unidos, in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Congreso De Latinos Unidos, in's sponsor-wide assets grew 43.2%, from $6M to $8M.
Which Other plans are similar in size to Congreso De Latinos Unidos, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wheeler Mission Ministries, Inc. 403(b) Retirement Plan in IN ($7M, 196 participants).
Which Other plans cover a similar participant headcount to Congreso De Latinos Unidos, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The 403(b) Thrift Plan for Canine Companions for Independence, Inc. in CA (287 participants, $22M 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 232051143.

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.