Other · DOL Form 5500 · 2024
The Guidance Center Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 86
- Participants Small participant base
Official DOL plan name: The Guidance Center Tax Sheltered Annuity Plan · Sponsored by The Guidance Center · Pennsylvania · Healthcare & Social Assistance
N/A in assets, 86 participants
The Guidance Center's The Guidance Center Tax Sheltered Annuity Plan reported N/A in total assets and 86 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
The Guidance Center Tax Sheltered Annuity Plan holds N/A for 86 participants.
- -$7M
- reported net income
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Guidance Center Tax Sheltered Annuity 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. The Guidance Center Tax Sheltered Annuity Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Guidance Center Tax Sheltered Annuity Plan reported net income fell from $824K in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- The Guidance Center Tax Sheltered Annuity Plan reported participants fell from 156 in the plan year 2023 filing to 86 in the plan year 2024 filing.
DOL schedule card
Filing strip 251469392 · The Guidance Center PY 2024 · Other
The Guidance Center Tax Sheltered Annuity Plan · N/A · 86
- NET N/A
- NET 86
- NET PY 2024
- NET Other
- NET near Wheaton Academy 403(b) DC Plan
- NET -$7M
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 →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$7M |
| Employer EIN | 251469392 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Guidance Center)
Sponsor-wide plan assets over time
All The Guidance Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 4.43205098016333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 296 | $14M |
| 2023 | 2 | 312 | $17M |
| 2024 | 2 | 223 | $15M |
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 Guidance Center Tax Sheltered Annuity Plan's closest out-of-state Other peers by headcount
Outside Pennsylvania, the nearest Other by covered participants is Wheaton Academy 403(b) DC Plan in IL (86 participants; this filing: 86 participants).
Similar participant headcount
Nearest other-state filings by covered participants (86 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.