Other · DOL Form 5500 · 2024

Friends Select School Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
143
Participants Small participant base
82nd
Percentile by assets National rank
$297,857
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Friends Select School Retirement Plan · Sponsored by Friends Select School · Pennsylvania · Educational Services

$43M in assets, 143 participants

Friends Select School's Friends Select School Retirement Plan reported $43M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,502 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Friends Select School Retirement Plan covers 143 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $43M.

#2,502
in Educational Services (3,638 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Friends Select School Retirement Plan's outsized position by total assets

Friends Select School Retirement Plan vs every filed plan by assets

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

$42,593,602 Top 18% higher than 82% 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

Friends Select School Retirement 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. Friends Select School Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Friends Select School Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Friends Select School Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Friends Select School Retirement Plan reported participants rose from 137 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 230604370 · Friends Select School PY 2024 · Other

Friends Select School Retirement Plan · $43M · 143 · 82nd

  • EBSA $43M
  • EBSA 143
  • EBSA 82nd
  • EBSA Other
  • EBSA near U.a. Local 350 Retirement Trust
  • EBSA ind #2502

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 Educational Services retirement plans → · Plans in Pennsylvania →

Friends Select School Retirement Plan in the asset neighbourhood

Population Services International 403(b) PlanPopulation Services Internat…$43MHawaii Preparatory Academy Defined Contribution Retirement PlanHawaii Preparatory Academy D…$43MVinfen 403(b) Employee Retirement Savings PlanVinfen 403(b) Employee Retir…$43MFriends Select School Retirement PlanFriends Select School Retire…$43MU.a. Local 350 Retirement TrustU.a. Local 350 Retirement Tr…$43M
End-of-year total assets ($M) among Friends Select School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN230604370
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Friends Select School)

Sponsor-wide plan assets over time

All Friends Select School plans reported in each filing year

Latest sponsor-wide plan assets
$43M 27.61719182687452% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.4M $42.6M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 132 $33M
2023 1 137 $38M
2024 1 143 $43M

Nearby Other Plans in Pennsylvania

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

Friends Select School Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Friends Select School Retirement Plan, Total assets ($B): 0.042593602 · Participants: 143Friends Select School Retirement 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
Friends Select School Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Friends Select School Retirement Plan side-by-side with 3 peers →

Friends Select School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is U.a. Local 350 Retirement Trust in NV ($43M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Friends Select School Retirement Plan assets move in 2024? ▼
Friends Select School Retirement Plan grew at a solid clip - up 11.3% during 2024, from $38M to $43M. Reported net income was $4M.
How have Friends Select School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friends Select School's sponsor-wide assets grew 27.6%, from $33M to $43M.
Where does Friends Select School Retirement Plan rank by assets among Form 5500 filers? ▼
Friends Select School Retirement Plan ranks in the 82nd 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 Other plans are similar in size to Friends Select School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is U.a. Local 350 Retirement Trust in NV ($43M, 1,210 participants).
Which Other plans cover a similar participant headcount to Friends Select School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is National Conference of Bar Examiners 403(b) Plan in WI (143 participants, $27M 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 230604370.

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.