Other · DOL Form 5500 · 2024
Big Brothers Big Sisters of Bucks County Retirement Plan
Data updated 2026-08-25
- $190K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $38,051
- Avg per participant Low balance/head
Official DOL plan name: Equivest Tsa 501c3 · Sponsored by Big Brothers Big Sisters of Bucks County · Pennsylvania · Healthcare & Social Assistance
$190K in assets, 5 participants
Big Brothers Big Sisters of Bucks County's Equivest Tsa 501c3 reported $190K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,183 in Healthcare & Social Assistance (16,916 peers)
Big Brothers Big Sisters of Bucks County multi-year trail
Big Brothers Big Sisters of Bucks County's plans moved +18.4% in assets from 2022 to 2024; this filing shows Equivest Tsa 501c3 at $190K / 5 participants.
- #1,183
- in Healthcare & Social Assistance (16,916 peers)
- +17.1%
- assets growth YoY
Equivest Tsa 501c3 among the smaller filed plans by assets
Equivest Tsa 501c3 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$190,256 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Equivest Tsa 501c3 among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equivest Tsa 501c3 is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Equivest Tsa 501c3 reported net income rose from $20K in the plan year 2023 filing to $28K in the plan year 2024 filing.
- Equivest Tsa 501c3 end-of-year assets rose from $162K in the plan year 2023 filing to $190K in the plan year 2024 filing.
- Equivest Tsa 501c3 reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232461056 · Big Brothers Big Sisters of Bucks County PY 2024 · Other
Equivest Tsa 501c3 · $190K · 5 · 10th
- EOY $190K
- 5500 5
- ASSETS 10th
- PCT Other
- EIN near The Harbor School 403(b) Tda Plan - #358480
- RANK ind #1183
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 →
Equivest Tsa 501c3 in the asset neighbourhood
Big Brothers Big Sisters of Bucks County multi-year asset trail
Sponsor-wide plan assets over time
All Big Brothers Big Sisters of Bucks County plans reported in each filing year
- Latest sponsor-wide plan assets
- $588K 18.431014464709012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $496K |
| 2023 | 2 | 11 | $504K |
| 2024 | 2 | 11 | $588K |
Big Brothers Big Sisters of Bucks County filing trail (2024)
| Total Assets (Beginning of Year) | $162K |
|---|---|
| Net Assets (End of Year) | $190K |
| Net Income | $28K |
| Employer EIN | 232461056 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Equivest Tsa 501c3's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Harbor School 403(b) Tda Plan - #358480 in WA ($188K); by covered participants it is 403(b) Paln Rfa Retirement Plan in MN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($190K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- 403(b) Paln Rfa Retirement Plan (MN) 5 · 0 off
- Alliance for African Assistance Plan 403b (CA) 5 · 0 off
- Group Supplemental Retirement Plan (NY) 5 · 0 off
- Hershey Beavers Peria (IL) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.