Other · DOL Form 5500 · 2024
Brethren Village Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 464
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $22,163
- Avg per participant Low balance/head
Official DOL plan name: Brethren Village 403(b) Retirement Program · Sponsored by Brethren Village · Pennsylvania · Healthcare & Social Assistance
$10M in assets, 464 participants
Brethren Village's Brethren Village 403(b) Retirement Program reported $10M in total assets and 464 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,448 in Healthcare & Social Assistance (16,916 peers)
Brethren Village multi-year trail
Brethren Village's plans moved +33.7% in assets from 2022 to 2024; this filing shows Brethren Village 403(b) Retirement Program at $10M / 464 participants.
- #10,448
- in Healthcare & Social Assistance (16,916 peers)
- +10.5%
- assets growth YoY
Brethren Village 403(b) Retirement Program's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brethren Village 403(b) Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,283,815 Top 44% higher than 56% 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
Brethren Village 403(b) Retirement Program among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brethren Village 403(b) Retirement Program sits mid-pack in the medium band (464 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brethren Village 403(b) Retirement Program reported net income fell from $2M in the plan year 2023 filing to $981K in the plan year 2024 filing.
- Brethren Village 403(b) Retirement Program end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Brethren Village 403(b) Retirement Program reported participants rose from 422 in the plan year 2023 filing to 464 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231425014 · Brethren Village PY 2024 · Other
Brethren Village 403(b) Retirement Program · $10M · 464 · 56th
- EIN $10M
- RANK 464
- PHOTO 56th
- IND Other
- EOY near Brighton Center 403b Employer-Sponsored Plan
- 5500 ind #10448
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 →
Brethren Village 403(b) Retirement Program in the asset neighbourhood
Brethren Village multi-year asset trail
Sponsor-wide plan assets over time
All Brethren Village plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 33.674140932566786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 405 | $8M |
| 2023 | 1 | 422 | $9M |
| 2024 | 1 | 464 | $10M |
Brethren Village filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $981K |
| Employer EIN | 231425014 |
| Plan Effective Date | 2011-01-01 |
| 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
Brethren Village 403(b) Retirement Program's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Brighton Center 403b Employer-Sponsored Plan in TX ($10M); by covered participants it is The College of Saint Rose 403(b) Retirement Plan in NY (464 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (464 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.