Other · DOL Form 5500 · 2023
Inglis Foundation Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 535
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $41,518
- Avg per participant Low balance/head
Official DOL plan name: Inglis Foundation 403(b) Retirement Plan · Sponsored by Inglis Foundation · Pennsylvania · Healthcare & Social Assistance
$22M in assets, 535 participants
Inglis Foundation's Inglis Foundation 403(b) Retirement Plan reported $22M in total assets and 535 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,889 in Healthcare & Social Assistance (17,684 peers)
Where Inglis Foundation 403(b) Retirement Plan sits by assets
Inglis Foundation 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 535 participants (~$41,518/participant), up 17.1% in 2023.
- #13,889
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Inglis Foundation 403(b) Retirement Plan's outsized position by total assets
Inglis Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,212,387 Top 25% higher than 75% 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
Inglis Foundation 403(b) 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. Inglis Foundation 403(b) Retirement Plan sits mid-pack in the medium band (535 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Inglis Foundation 403(b) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Inglis Foundation 403(b) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Inglis Foundation 403(b) Retirement Plan reported participants fell from 609 in the plan year 2022 filing to 535 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 232326553 · Inglis Foundation PY 2023 · Other
Inglis Foundation 403(b) Retirement Plan · $22M · 535 · 75th
- 5500 $22M
- ASSETS 535
- PCT 75th
- EIN Other
- RANK near Olivet College DC Retirement Plan
- PHOTO ind #13889
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 →
Inglis Foundation 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 232326553 |
| Plan Effective Date | 1992-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inglis Foundation)
Sponsor-wide plan assets over time
All Inglis Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 30.49160813059221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 609 | $19M |
| 2023 | 1 | 535 | $22M |
| 2024 | 1 | 557 | $25M |
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
Inglis Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Olivet College DC Retirement Plan in MI ($22M); by covered participants it is Ncaa 403(b) Savings Plan in IN (535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Olivet College DC Retirement Plan (MI) $22M · 240
- Bonner General Hospital 403(b) Plan (ID) $22M · 491
- Le Jardin Academy 403(b) DC Plan (HI) $22M · 241
- International School of Boston DC Plan (MA) $22M · 154
Similar participant headcount
Nearest other-state filings by covered participants (535 participants); asset peers above are excluded.
- Ncaa 403(b) Savings Plan (IN) 535 · 0 off
- Mt. Washington Pediatric Hospital 403(b) Plan (MD) 535 · 0 off
- West Virginia University Research Corporation 403b Defined Contribution Plan (WV) 534 · 1 off
- Clarity Care, Inc Retirement Plan (WI) 534 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.