Other · DOL Form 5500 · 2024
The Health Federation of Philadelphia Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 404
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $47,600
- Avg per participant Low balance/head
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.
- #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.
- #12,551
- in Healthcare & Social Assistance (16,916 peers)
- +9.0%
- assets growth YoY
The Health Federation of Philadelphia 403(b) Plan's outsized position by total assets
The Health Federation of Philadelphia 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,230,460 Top 30% higher than 70% 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
The Health Federation of Philadelphia 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. The Health Federation of Philadelphia 403(b) Plan sits mid-pack in the medium band (404 participants).
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.
Plan-year Form 5500 strip
Filing strip 232244355 · The Health Federation of Philadelphia PY 2024 · Other
The Health Federation of Philadelphia 403(b) Plan · $19M · 404 · 70th
- EIN $19M
- EIN 404
- EIN 70th
- EIN Other
- EIN near Sacramento Country Day School
- EIN ind #12551
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 →
The Health Federation of Philadelphia 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Health Federation of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 30.913713656145347% vs 2022
- 2024 filing year
| 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 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
The Health Federation of Philadelphia 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Sacramento Country Day School in CA ($19M); by covered participants it is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (404 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (404 participants); asset peers above are excluded.
- Williamsburg Landing, Inc. 403(b) Retirement Plan (VA) 404 · 0 off
- Friendship Village of Dublin Matched Fund Retirement Plan (OH) 403 · 1 off
- John Brown University Pension Plan (AR) 405 · 1 off
- Ciee Retirement Plan (ME) 403 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.