Other · DOL Form 5500 · 2024
Kendal-Crosslands Communities Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 672
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $49,662
- Avg per participant Low balance/head
Official DOL plan name: Kendal-Crosslands Communities 403(b) Plan · Sponsored by Kendal-Crosslands Communities · Pennsylvania · Other Services
$33M in assets, 672 participants
Kendal-Crosslands Communities's Kendal-Crosslands Communities 403(b) Plan reported $33M in total assets and 672 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #6,921 in Other Services (7,719 peers)
Where Kendal-Crosslands Communities 403(b) Plan sits by assets
Kendal-Crosslands Communities 403(b) Plan sits in the top quartile of all filed plans by assets, $33M for 672 participants (~$49,662/participant), up 20.0% in 2024.
- #6,921
- in Other Services (7,719 peers)
- +20.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kendal-Crosslands Communities 403(b) Plan's outsized position by total assets
Kendal-Crosslands Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,372,947 Top 21% higher than 79% 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
Kendal-Crosslands Communities 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. Kendal-Crosslands Communities 403(b) Plan sits mid-pack in the medium band (672 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kendal-Crosslands Communities 403(b) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Kendal-Crosslands Communities 403(b) Plan reported participants rose from 559 in the plan year 2023 filing to 672 in the plan year 2024 filing.
- Kendal-Crosslands Communities 403(b) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231906212 · Kendal-Crosslands Communities PY 2024 · Other
Kendal-Crosslands Communities 403(b) Plan · $33M · 672 · 79th
- RANK $33M
- PHOTO 672
- IND 79th
- EOY Other
- 5500 near Pfeiffer University Retirement Plan
- ASSETS ind #6921
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 →
Kendal-Crosslands Communities 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $6M |
| Employer EIN | 231906212 |
| Plan Effective Date | 2022-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kendal-Crosslands Communities)
Sponsor-wide plan assets over time
All Kendal-Crosslands Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 19.959480496587677% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 559 | $28M |
| 2024 | 1 | 672 | $33M |
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
Kendal-Crosslands Communities 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Pfeiffer University Retirement Plan in NC ($33M); by covered participants it is The Providence Community Health Centers, Inc in RI (672 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (672 participants); asset peers above are excluded.
- The Providence Community Health Centers, Inc (RI) 672 · 0 off
- Harding University Defined Contribution Retirement Plan (AR) 673 · 1 off
- Family Health Center 403(b) Plan (TX) 673 · 1 off
- Planned Parenthood - Los Angeles 403(b) Plan (CA) 673 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.