Other · DOL Form 5500 · 2023
Historical Society of Pennsylvania Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $199,743
- Avg per participant Above avg balance/head
Official DOL plan name: Historical Society of Pennsylvania Defined Contribution Retirement Plan · Sponsored by Historical Society of Pennsylvania · Pennsylvania · Other Services
$6M in assets, 28 participants
Historical Society of Pennsylvania's Historical Society of Pennsylvania Defined Contribution Retirement Plan reported $6M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #5,285 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Historical Society of Pennsylvania Defined Contribution Retirement Plan ranks #5,285 of 7,857 2023 filers by assets (359% of the sector average)-$6M for 28 participants.
- #5,285
- in Other Services (7,857 peers)
- +0.7%
- assets growth YoY
Historical Society of Pennsylvania Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers
Historical Society of Pennsylvania Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,592,809 46th percentile higher than 46% 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
Historical Society of Pennsylvania Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Historical Society of Pennsylvania Defined Contribution Retirement Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Historical Society of Pennsylvania Defined Contribution Retirement Plan reported net income fell from $339K in the plan year 2022 filing to $38K in the plan year 2023 filing.
- Historical Society of Pennsylvania Defined Contribution Retirement Plan reported participants rose from 27 in the plan year 2022 filing to 28 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231352322 · Historical Society of Pennsylvania PY 2023 · Other
Historical Society of Pennsylvania Defined Contribution Retirement Plan · $6M · 28 · 46th
- PART $6M
- TYPE 28
- NET 46th
- BOOK Other
- VS-ST near Cincinnati Arts Association 403(b) Plan
- BOY ind #5285
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 Other Services retirement plans → · Plans in Pennsylvania →
Historical Society of Pennsylvania Defined Contribution Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $38K |
| Employer EIN | 231352322 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Historical Society of Pennsylvania)
Sponsor-wide plan assets over time
All Historical Society of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 7.490656190101907% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $6M |
| 2023 | 1 | 28 | $6M |
| 2024 | 1 | 25 | $6M |
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
Historical Society of Pennsylvania Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Cincinnati Arts Association 403(b) Plan in OH ($6M); by covered participants it is Bronxville Montessori School in NY (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Cincinnati Arts Association 403(b) Plan (OH) $6M · 183
- Early Learning Coalition of Palm Beach County, Inc. Section 403b Defined Contribution Plan (FL) $6M · 247
- Central Nebraska Community Action Partnership Inc 403(b) Retirement Plan (NE) $6M · 145
- The Children's Collective, Inc. 403(b) Plan (CA) $6M · 112
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Bronxville Montessori School (NY) 28 · 0 off
- Cold Spring Harbor Laboratory Frozen 403(b) Plan (NY) 28 · 0 off
- One Degree 403(b) Plan (CA) 28 · 0 off
- Stock Bonus Plan of Scientific Analytical Institute Inc (NC) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.