Profit Sharing · DOL Form 5500 · 2024

Adelphoi USA, Inc. Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
699
Participants Below avg headcount
77th
Percentile by assets National rank
$42,978
Avg per participant Low balance/head
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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.

  • #13,650 in Healthcare & Social Assistance (16,916 peers)

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.

#13,650
in Healthcare & Social Assistance (16,916 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Adelphoi USA, Inc. Tax Deferred Annuity Plan's outsized position by total assets

Adelphoi USA, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$30,041,687 Top 23% higher than 77% 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

Adelphoi USA, Inc. Tax Deferred Annuity 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. Adelphoi USA, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (699 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 237170997 · Adelphoi USA, Inc. PY 2024 · Profit Sharing

Adelphoi USA, Inc. Tax Deferred Annuity Plan · $30M · 699 · 77th

  • NET $30M
  • BOOK 699
  • VS-ST 77th
  • BOY Profit Sharing
  • SCH near Burr and Burton Academy 403(b)Plan
  • EBSA ind #13650

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 →

Adelphoi USA, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Belhaven University 403(b) PlanBelhaven University 403(b) P…$30MAdelphoi USA, Inc. Tax Deferred Annuity PlanAdelphoi USA, Inc. Tax Defer…$30MBurr and Burton Academy 403(b)PlanBurr and Burton Academy 403(…$30MGlaziers & Glassworkers Local 660 Individual Account PlanGlaziers & Glassworkers Loca…$30MEshca, Inc. Retirement Plan for the Employees of Harrison & Burrowes Bridge Constructors, Inc.Eshca, Inc. Retirement Plan …$30M
End-of-year total assets ($M) among Adelphoi USA, Inc. Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN237170997
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adelphoi USA, Inc.)

Sponsor-wide plan assets over time

All Adelphoi USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 34.33031023640539% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $30M ▲ +34.3%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Adelphoi USA, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.030041687 · Participants: 699Adelphoi USA, Inc. Tax Deferred Annuity PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Adelphoi USA, Inc. Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Adelphoi USA, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Adelphoi USA, Inc. Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Burr and Burton Academy 403(b)Plan in VT ($30M); by covered participants it is Action for Boston Community Development Pension Plan in MA (700 participants). Same-state nearby plans are listed separately above.

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 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 123,622 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).
Which Profit Sharing plans cover a similar participant headcount to Adelphoi USA, Inc. Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Action for Boston Community Development Pension Plan in MA (700 participants, $58M 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 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.