Profit Sharing · DOL Form 5500 · 2024

Adelphoi USA, Inc. Profit Sharing Plan

Data updated 2026-07-24

$30M
Total assets: 699
Participants: 77th
Percentile by assets: $42,978
Avg per participant

Official DOL plan name: Adelphoi USA, Inc. Tax Deferred Annuity Plan · Sponsored by Adelphoi USA, Inc. · Pennsylvania · Healthcare & Social Assistance

$30M in assets, 699 participants

Adelphoi USA, Inc.'s Adelphoi USA, Inc. Tax Deferred Annuity Plan reported $30M in total assets and 699 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 116,472 plans)

Where Adelphoi USA, Inc. Tax Deferred Annuity Plan sits by assets

Adelphoi USA, Inc. Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $30M for 699 participants (~$42,978/participant), up 12.7% in 2024.

$30M
total plan assets (2024 EOY): 699
covered participants: 77th
percentile by assets (of 116,472 plans): $42,978
avg assets per participant

Adelphoi USA, Inc. Tax Deferred Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Adelphoi USA, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Adelphoi USA, Inc. Tax Deferred Annuity Plan reported participants rose from 630 in the plan year 2023 filing to 699 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Healthcare & Social Assistance

Adelphoi USA, Inc. Tax Deferred Annuity Plan vs the 2024 asset distribution

By assets, Adelphoi USA, Inc. Tax Deferred Annuity Plan outranks 77% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$30M
Net Income	$3M
Employer EIN	237170997
Plan Effective Date	1989-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Adelphoi USA, Inc.)

Total plan assets by year, all Adelphoi USA, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	632	$22M
2023	1	630	$27M
2024	1	699	$30M

Nearby Profit Sharing Plans in Pennsylvania

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

Adelphoi USA, Inc. Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
University of Pennsylvania Basic Plan $2.0B · 21,954
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
Steamfitters Local Union No. 420 Srp $728M · 6,716

Compare Adelphoi USA, Inc. Tax Deferred Annuity … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Adelphoi USA, Inc. Tax Deferred Annuity Plan by total assets, not by location.

Burr and Burton Academy 403(b)Plan (VT) $30M · 176
Glaziers & Glassworkers Local 660 Individual Account Plan (NY) $30M · 406
Belhaven University 403(b) Plan (MS) $30M · 351
Eshca, Inc. Retirement Plan for the Employees of Harrison & Burrowes Bridge Constructors, Inc. (NY) $30M · 80

Frequently Asked Questions

How did Adelphoi USA, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼

Adelphoi USA, Inc. Tax Deferred Annuity Plan grew at a solid clip - up 12.7% during 2024, from $27M to $30M. Reported net income was $3M.

How have Adelphoi USA, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Adelphoi USA, Inc.'s sponsor-wide assets grew 34.3%, from $22M to $30M.

Where does Adelphoi USA, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼

Adelphoi USA, Inc. Tax Deferred Annuity Plan ranks in the 77th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Adelphoi USA, Inc. Tax Deferred Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Burr and Burton Academy 403(b)Plan in VT ($30M, 176 participants).

Next read for Adelphoi USA, Inc. Tax Deferred Annuity …

Scale reading

Ways to act on Adelphoi USA, Inc. Tax Deferred Annuity Plan's numbers.

By total assets, Adelphoi USA, Inc. Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
Adelphoi USA, Inc.'s sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 237170997.

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.