Other · DOL Form 5500 · 2024
Big Brothers Big Sisters of Bucks County Retirement Plan
Data updated 2026-08-25
- $397K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $66,214
- Avg per participant Below avg balance/head
Official DOL plan name: Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan · Sponsored by Big Brothers Big Sisters of Bucks County · Pennsylvania · Healthcare & Social Assistance
$397K in assets, 6 participants
Big Brothers Big Sisters of Bucks County's Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan reported $397K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,916 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 Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan at $397K / 6 participants.
- #1,916
- in Healthcare & Social Assistance (16,916 peers)
- +16.4%
- assets growth YoY
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan among the smaller filed plans by assets
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$397,285 16th percentile higher than 16% 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
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan reported net income fell from $68K in the plan year 2023 filing to $56K in the plan year 2024 filing.
- Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan end-of-year assets rose from $341K in the plan year 2023 filing to $397K in the plan year 2024 filing.
DOL schedule card
Filing strip 232461056 · Big Brothers Big Sisters of Bucks County PY 2024 · Other
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan · $397K · 6 · 16th
- 5500 $397K
- 5500 6
- 5500 16th
- 5500 Other
- 5500 near Cancer Research Fund of the Damon Runyon-Walter Winchell Foundation
- 5500 ind #1916
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 →
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan 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) | $341K |
|---|---|
| Net Assets (End of Year) | $397K |
| Net Income | $56K |
| Employer EIN | 232461056 |
| Plan Effective Date | 2012-07-01 |
| 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
Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Cancer Research Fund of the Damon Runyon-Walter Winchell Foundation in NY ($395K); by covered participants it is Alliance for African Assistance Plan 403b in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($397K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Alliance for African Assistance Plan 403b (CA) 6 · 0 off
- Allied National - 282052-0 (TX) 6 · 0 off
- Pace Management, Inc-401(k) Retirmeent Plan (NM) 6 · 0 off
- The Community Foundation 403b Pension Plan (CO) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.