Other · DOL Form 5500 · 2024
Philadelphia Education Fund Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $227,541
- Avg per participant Above avg balance/head
Official DOL plan name: Philadelphia Education Fund Retirement Plan · Sponsored by Philadelphia Education Fund · Pennsylvania · Educational Services
$7M in assets, 29 participants
Philadelphia Education Fund's Philadelphia Education Fund Retirement Plan reported $7M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #1,134 in Educational Services (3,638 peers)
Philadelphia Education Fund multi-year trail
Philadelphia Education Fund's plans moved +11.9% in assets from 2022 to 2024; this filing shows Philadelphia Education Fund Retirement Plan at $7M / 29 participants.
- #1,134
- in Educational Services (3,638 peers)
- +3.4%
- assets growth YoY
Philadelphia Education Fund Retirement Plan's mid-pack asset rank among Educational Services and all filers
Philadelphia Education Fund Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,598,688 47th percentile higher than 47% 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
Philadelphia Education Fund Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Education Fund Retirement Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Philadelphia Education Fund Retirement Plan reported net income fell from $485K in the plan year 2023 filing to $217K in the plan year 2024 filing.
- Philadelphia Education Fund Retirement Plan reported participants rose from 25 in the plan year 2023 filing to 29 in the plan year 2024 filing.
- Philadelphia Education Fund Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222567982 · Philadelphia Education Fund PY 2024 · Other
Philadelphia Education Fund Retirement Plan · $7M · 29 · 47th
- PART $7M
- PART 29
- PART 47th
- PART Other
- PART near The Fresh Air Fund Tax Sheltered Annuity Plan
- PART ind #1134
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 Educational Services retirement plans → · Plans in Pennsylvania →
Philadelphia Education Fund Retirement Plan in the asset neighbourhood
Philadelphia Education Fund multi-year asset trail
Sponsor-wide plan assets over time
All Philadelphia Education Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 11.900073037793964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $6M |
| 2023 | 1 | 25 | $6M |
| 2024 | 2 | 62 | $7M |
Philadelphia Education Fund filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $217K |
| Employer EIN | 222567982 |
| Plan Effective Date | 2019-01-31 |
| 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
Philadelphia Education Fund Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Fresh Air Fund Tax Sheltered Annuity Plan in NY ($7M); by covered participants it is Stanley Total Living Center Investment Plan in NC (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.