Other · DOL Form 5500 · 2024
Special People in Northeast, Inc. Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 1,077
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $47,094
- Avg per participant Low balance/head
Official DOL plan name: Special People in Northeast, Inc. 403(b) Plan · Sponsored by Special People in Northeast, Inc. · Pennsylvania · Healthcare & Social Assistance
$51M in assets, 1,077 participants
Special People in Northeast, Inc.'s Special People in Northeast, Inc. 403(b) Plan reported $51M in total assets and 1,077 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,636 in Healthcare & Social Assistance (16,916 peers)
Where Special People in Northeast, Inc. 403(b) Plan sits by assets
Special People in Northeast, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $51M for 1,077 participants (~$47,094/participant), up 12.6% in 2024.
- #14,636
- in Healthcare & Social Assistance (16,916 peers)
- +12.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Special People in Northeast, Inc. 403(b) Plan's outsized position by total assets
Special People in Northeast, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,719,840 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Special People in Northeast, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Special People in Northeast, Inc. 403(b) Plan lands in the large band (1,077 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Special People in Northeast, Inc. 403(b) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Special People in Northeast, Inc. 403(b) Plan end-of-year assets rose from $45M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Special People in Northeast, Inc. 403(b) Plan reported participants fell from 1,094 in the plan year 2023 filing to 1,077 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231742920 · Special People in Northeast, Inc. PY 2024 · Other
Special People in Northeast, Inc. 403(b) Plan · $51M · 1,077 · 84th
- PCT $51M
- EIN 1,077
- RANK 84th
- PHOTO Other
- IND near Russell Sage Foundation DC Retirement Plan
- EOY ind #14636
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 →
Special People in Northeast, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $6M |
| Employer EIN | 231742920 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Special People in Northeast, Inc.)
Sponsor-wide plan assets over time
All Special People in Northeast, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 37.9624224210534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,102 | $37M |
| 2023 | 1 | 1,094 | $45M |
| 2024 | 1 | 1,077 | $51M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Special People in Northeast, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Russell Sage Foundation DC Retirement Plan in NY ($51M); by covered participants it is Owensboro Health 403(b) Match Plan in KY (1,077 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,077 participants); asset peers above are excluded.
- Owensboro Health 403(b) Match Plan (KY) 1,077 · 0 off
- Employee Benefit Plan of Maine Association for Community Service Providers (ME) 1,078 · 1 off
- 403(b) Thrift Plan for Employees of Community Care Alliance (RI) 1,075 · 2 off
- Washington and Lee University Defined Contribution Plan (VA) 1,079 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.