Other · DOL Form 5500 · 2024

Independence Mission Schools Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
434
Participants Below avg headcount
49th
Percentile by assets National rank
$17,057
Avg per participant Low balance/head
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Official DOL plan name: Independence Mission Schools 403(b) Plan · Sponsored by Independence Mission Schools · Pennsylvania · Educational Services

$7M in assets, 434 participants

Independence Mission Schools's Independence Mission Schools 403(b) Plan reported $7M in total assets and 434 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,199 in Educational Services (3,638 peers)

Independence Mission Schools multi-year trail

Independence Mission Schools's plans moved +32.9% in assets from 2022 to 2024; this filing shows Independence Mission Schools 403(b) Plan at $7M / 434 participants.

#1,199
in Educational Services (3,638 peers)
+6.8%
assets growth YoY

Independence Mission Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Independence Mission Schools 403(b) Plan vs every filed plan by assets

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

$7,402,829 49th percentile higher than 49% 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

Independence Mission Schools 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. Independence Mission Schools 403(b) Plan sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independence Mission Schools 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $492K in the plan year 2024 filing.
  • Independence Mission Schools 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Independence Mission Schools 403(b) Plan reported participants rose from 429 in the plan year 2023 filing to 434 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454720688 · Independence Mission Schools PY 2024 · Other

Independence Mission Schools 403(b) Plan · $7M · 434 · 49th

  • BOOK $7M
  • VS-ST 434
  • BOY 49th
  • SCH Other
  • EBSA near New Haven Legal Assistance Tax Sheltered Annuity Plan
  • PART ind #1199

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 →

Independence Mission Schools 403(b) Plan in the asset neighbourhood

Roofers Local 149 Defined Contribution Pension FundRoofers Local 149 Defined Co…$7MNew Haven Legal Assistance Tax Sheltered Annuity PlanNew Haven Legal Assistance T…$7MIndependence Mission Schools 403(b) PlanIndependence Mission Schools…$7MFamilyforward Custodial Pension PlanFamilyforward Custodial Pens…$7MAnimal Rescue League of Boston 403(b) PlanAnimal Rescue League of Bost…$7M
End-of-year total assets ($M) among Independence Mission Schools 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Independence Mission Schools multi-year asset trail

Sponsor-wide plan assets over time

All Independence Mission Schools plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.858164038306676% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.57M $7.4M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 397 $6M
2023 1 429 $7M
2024 1 434 $7M

Independence Mission Schools filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$492K
Employer EIN454720688
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Independence Mission Schools 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Independence Mission Schools 403(b) Plan, Total assets ($B): 0.007402829 · Participants: 434Independence Mission Schools 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
Independence Mission Schools 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Independence Mission Schools 403(b) Plan side-by-side with 3 peers →

Independence Mission Schools 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is New Haven Legal Assistance Tax Sheltered Annuity Plan in CT ($7M); by covered participants it is Abilityfirst Defined Contribution Plan in CA (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Independence Mission Schools 403(b) Plan assets move in 2024? ▼
Independence Mission Schools 403(b) Plan grew at a solid clip - up 6.8% during 2024, from $7M to $7M. Reported net income was $492K.
How have Independence Mission Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independence Mission Schools's sponsor-wide assets grew 32.9%, from $6M to $7M.
Which Other plans are similar in size to Independence Mission Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is New Haven Legal Assistance Tax Sheltered Annuity Plan in CT ($7M, 47 participants).
Which Other plans cover a similar participant headcount to Independence Mission Schools 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Abilityfirst Defined Contribution Plan in CA (434 participants, $18M 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 454720688.

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.