Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Defender Association of Philadelphia Tax Deferred Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Defender Association of Philadelphia · Pennsylvania · Professional & Technical Services

What the 2023 filing shows

Defender Association of Philadelphia Tax Deferred Annuity Plan holds $143M for 681 participants — about $209,305 per participant, up 13.3% over the 2024 plan year.

$143M
total plan assets (2024 EOY)
681
covered participants
$209,305
avg assets per participant
+13.3%
assets growth YoY
Total Assets (2023)
$143M
Participants
681
State
Industry
Professional & Technical Services

What the Filing Says About Defender Association of Philadelphia Tax Deferred Annuity Plan

Defender Association of Philadelphia Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Defender Association of Philadelphia, headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $143M in total end-of-year assets and covers 681 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231445669, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $126M at the beginning of 2024 to $143M at year-end — a gain of 13.3%. Net assets (after liabilities) closed the year at $143M, with reported net income of $17M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$126M
Total Assets (End of Year)$143M
Net Assets (End of Year)$143M
Net Income$17M
Plan TypeProfit Sharing
Employer EIN231445669
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Defender Association of Philadelphia)

Year Plans Participants Total Assets
2022 1 584 $114M
2023 1 632 $126M
2024 1 681 $143M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Defender Association of Philadelphia Tax Deferred Annuity Plan?
As of the 2024 Form 5500 filing, Defender Association of Philadelphia Tax Deferred Annuity Plan holds $143M in total assets with 681 participants. It is sponsored by Defender Association of Philadelphia.
What type of plan is Defender Association of Philadelphia Tax Deferred Annuity Plan?
Defender Association of Philadelphia Tax Deferred Annuity Plan is a Profit Sharing plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 231445669.
Who sponsors the Defender Association of Philadelphia Tax Deferred Annuity Plan?
Defender Association of Philadelphia Tax Deferred Annuity Plan is sponsored by Defender Association of Philadelphia, located in Pennsylvania. The sponsor's EIN is 231445669 and the plan operates in the Professional & Technical Services industry.
How did Defender Association of Philadelphia Tax Deferred Annuity Plan perform in 2024?
Defender Association of Philadelphia Tax Deferred Annuity Plan grew by 13.3% during 2024, moving from $126M to $143M in total assets. Net income was $17M.
Where can I find official filings for Defender Association of Philadelphia Tax Deferred Annuity Plan?
Official Form 5500 filings for Defender Association of Philadelphia Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231445669 or plan name at efast.dol.gov.
How does Defender Association of Philadelphia Tax Deferred Annuity Plan compare to other plans?
You can compare Defender Association of Philadelphia Tax Deferred Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231445669.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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