Other · DOL Form 5500 · 2024
The Health Federation of Philadelphia Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 404
- Participants
- 70th
- Percentile by assets
- $47,600
- Avg per participant
Official DOL plan name: The Health Federation of Philadelphia 403(b) Plan · Sponsored by The Health Federation of Philadelphia · Pennsylvania · Healthcare & Social Assistance
$19M in assets, 404 participants
The Health Federation of Philadelphia's The Health Federation of Philadelphia 403(b) Plan reported $19M in total assets and 404 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 123,622 plans)
- #12,551 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
The Health Federation of Philadelphia 403(b) Plan covers 404 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.
- $19M
- total plan assets (2024 EOY)
- 404
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $47,600
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Health Federation of Philadelphia 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Health Federation of Philadelphia 403(b) Plan reported participants rose from 370 in the plan year 2023 filing to 404 in the plan year 2024 filing.
- The Health Federation of Philadelphia 403(b) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Health Federation of Philadelphia 403(b) Plan reports 404 participants - about 49% of that state average ($19M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 232244355 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Health Federation of Philadelphia)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $15M |
| 2023 | 1 | 370 | $18M |
| 2024 | 1 | 404 | $19M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
The Health Federation of Philadelphia 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Health Federation of Philadelphia 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did The Health Federation of Philadelphia 403(b) Plan assets move in 2024? ▼
How have The Health Federation of Philadelphia plan assets changed over time? ▼
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Filing takeaways
Ways to act on The Health Federation of Philadelphia 403(b) Plan's numbers.
- By total assets, The Health Federation of Philadelphia 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- The Health Federation of Philadelphia's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans