Other · DOL Form 5500 · 2024

Dollar Energy Fund, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
109
Participants Small participant base
48th
Percentile by assets National rank
$64,875
Avg per participant Low balance/head
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Official DOL plan name: Dollar Energy Fund, Inc. 403(b) Plan · Sponsored by Dollar Energy Fund, Inc. · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 109 participants

Dollar Energy Fund, Inc.'s Dollar Energy Fund, Inc. 403(b) Plan reported $7M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,996 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Dollar Energy Fund, Inc. 403(b) Plan covers 109 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#8,996
in Healthcare & Social Assistance (16,916 peers)
+19.8%
assets growth YoY

Dollar Energy Fund, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dollar Energy Fund, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,071,412 48th percentile higher than 48% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Dollar Energy Fund, Inc. 403(b) 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. Dollar Energy Fund, Inc. 403(b) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dollar Energy Fund, Inc. 403(b) Plan reported net income rose from $935K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Dollar Energy Fund, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Dollar Energy Fund, Inc. 403(b) Plan reported participants rose from 104 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251442933 · Dollar Energy Fund, Inc. PY 2024 · Other

Dollar Energy Fund, Inc. 403(b) Plan · $7M · 109 · 48th

  • 5500 $7M
  • ASSETS 109
  • PCT 48th
  • EIN Other
  • RANK near Ararat Home Retirement Plan
  • PHOTO ind #8996

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 →

Dollar Energy Fund, Inc. 403(b) Plan in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated401(k) Profit Sharing Plan f…$7MDollar Energy Fund, Inc. 403(b) PlanDollar Energy Fund, Inc. 403…$7MArarat Home Retirement Plan$7MInly School 403(b) DC Plan$7MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of MinneapolisSafe-Harbor 401(k) Profit Sh…$7M
End-of-year total assets ($M) among Dollar Energy Fund, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN251442933
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dollar Energy Fund, Inc.)

Sponsor-wide plan assets over time

All Dollar Energy Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 42.30970632095198% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.97M $7.07M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 109 $5M
2023 1 104 $6M
2024 1 109 $7M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Dollar Energy Fund, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Dollar Energy Fund, Inc. 403(b) Plan, Total assets ($B): 0.007071412 · Participants: 109Dollar Energy Fund, Inc. 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Dollar Energy Fund, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Dollar Energy Fund, Inc. 403(b) Plan side-by-side with 3 peers →

Dollar Energy Fund, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Ararat Home Retirement Plan in CA ($7M); by covered participants it is Intellisurvey 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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.

Frequently Asked Questions

How did Dollar Energy Fund, Inc. 403(b) Plan assets move in 2024? ▼
Dollar Energy Fund, Inc. 403(b) Plan grew sharply - up 19.8% during 2024, from $6M to $7M. Reported net income was $1M.
How have Dollar Energy Fund, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dollar Energy Fund, Inc.'s sponsor-wide assets grew 42.3%, from $5M to $7M.
Which Other plans are similar in size to Dollar Energy Fund, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Ararat Home Retirement Plan in CA ($7M, 576 participants).
Which Other plans cover a similar participant headcount to Dollar Energy Fund, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Intellisurvey 401(k) Plan in CA (109 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251442933.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.