Other · DOL Form 5500 · 2024
The Advocacy Alliance Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $41,828
- Avg per participant Low balance/head
Official DOL plan name: The Advocacy Alliance Retirement Plan · Sponsored by The Advocacy Alliance · Pennsylvania · Healthcare & Social Assistance
$6M in assets, 140 participants
The Advocacy Alliance's The Advocacy Alliance Retirement Plan reported $6M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,209 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
The Advocacy Alliance Retirement Plan covers 140 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.
- #8,209
- in Healthcare & Social Assistance (16,916 peers)
- +15.4%
- assets growth YoY
The Advocacy Alliance Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Advocacy Alliance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,855,885 45th percentile higher than 45% 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
The Advocacy Alliance Retirement Plan 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. The Advocacy Alliance Retirement Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Advocacy Alliance Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Advocacy Alliance Retirement Plan reported net income rose from $685K in the plan year 2023 filing to $780K in the plan year 2024 filing.
- The Advocacy Alliance Retirement Plan reported participants rose from 135 in the plan year 2023 filing to 140 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 240829843 · The Advocacy Alliance PY 2024 · Other
The Advocacy Alliance Retirement Plan · $6M · 140 · 45th
- PCT $6M
- PCT 140
- PCT 45th
- PCT Other
- PCT near Central Christian College 403 (B) DC Plan
- PCT ind #8209
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 →
The Advocacy Alliance Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $780K |
| Employer EIN | 240829843 |
| Plan Effective Date | 2006-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Advocacy Alliance)
Sponsor-wide plan assets over time
All The Advocacy Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 33.378636495535055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $4M |
| 2023 | 1 | 135 | $5M |
| 2024 | 1 | 140 | $6M |
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
The Advocacy Alliance Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Central Christian College 403 (B) DC Plan in KS ($6M); by covered participants it is Providence Academy Defined Contribution Retirement Plan in MN (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Providence Academy Defined Contribution Retirement Plan (MN) 140 · 0 off
- Arise Academy, Inc. 403(b) Plan (LA) 140 · 0 off
- Leslie Shankman School Corporation 403(b) Plan (IL) 140 · 0 off
- Broadway Services Inc. Retirement Plan (LA) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.