Other · DOL Form 5500 · 2024

Eastern National Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
552
Participants Below avg headcount
60th
Percentile by assets National rank
$21,632
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eastern National 403(b) Plan · Sponsored by Eastern National · Pennsylvania · Information & Media

$12M in assets, 552 participants

Eastern National's Eastern National 403(b) Plan reported $12M in total assets and 552 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,312 in Information & Media (2,822 peers)

Eastern National multi-year trail

Eastern National's plans moved -36.9% in assets from 2022 to 2024; this filing shows Eastern National 403(b) Plan at $12M / 552 participants.

#1,312
in Information & Media (2,822 peers)
+21.9%
assets growth YoY

Eastern National 403(b) Plan's mid-pack asset rank among Information & Media and all filers

Eastern National 403(b) Plan vs every filed plan by assets

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

$11,940,758 Top 40% higher than 60% 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

Eastern National 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. Eastern National 403(b) Plan sits mid-pack in the medium band (552 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eastern National 403(b) Plan reported participants rose from 436 in the plan year 2023 filing to 552 in the plan year 2024 filing.
  • Eastern National 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Eastern National 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231401703 · Eastern National PY 2024 · Other

Eastern National 403(b) Plan · $12M · 552 · 60th

  • PART $12M
  • TYPE 552
  • NET 60th
  • BOOK Other
  • VS-ST near New Roads School 403(b) Plan
  • BOY ind #1312

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 Information & Media retirement plans → · Plans in Pennsylvania →

Eastern National 403(b) Plan in the asset neighbourhood

Ham-Tmc Library 403(b) DC PlanHam-Tmc Library 403(b) DC Pl…$12MDepaul Group, Inc. 403(b) PlanDepaul Group, Inc. 403(b) Pl…$12MEastern National 403(b) Plan$12MNew Roads School 403(b) Plan$12MOregon Museum of Science and Industry Retirement PlanOregon Museum of Science and…$12M
End-of-year total assets ($M) among Eastern National 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Eastern National multi-year asset trail

Sponsor-wide plan assets over time

All Eastern National plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.902741644912965% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $18.9M $11.9M ▼ -36.9%
Year Plans Participants Total Assets
2022 2 315 $19M
2023 2 459 $10M
2024 1 552 $12M

Eastern National filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN231401703
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Eastern National 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Eastern National 403(b) Plan, Total assets ($B): 0.011940758 · Participants: 552Eastern National 403(b) 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
Eastern National 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Eastern National 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is New Roads School 403(b) Plan in CA ($12M); by covered participants it is Pacific Lutheran University 403(b) Retirement Plan in WA (552 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (552 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 Eastern National 403(b) Plan assets move in 2024?
Eastern National 403(b) Plan grew sharply - up 21.9% during 2024, from $10M to $12M. Reported net income was $2M.
How have Eastern National plan assets changed over time?
Across 3 plan years on file (2022-2024), Eastern National's sponsor-wide assets declined 36.9%, from $19M to $12M.
Which Other plans are similar in size to Eastern National 403(b) Plan?
Among Other plans in other states, the closest by assets is New Roads School 403(b) Plan in CA ($12M, 178 participants).
Which Other plans cover a similar participant headcount to Eastern National 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Pacific Lutheran University 403(b) Retirement Plan in WA (552 participants, $240M in assets).