Other · DOL Form 5500 · 2024
West Philadelphia Community Mental Health Consortium, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 241
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $14,642
- Avg per participant Low balance/head
Official DOL plan name: The Consortium 403(b) Plan · Sponsored by West Philadelphia Community Mental Health Consortium, Inc. · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 241 participants
West Philadelphia Community Mental Health Consortium, Inc.'s The Consortium 403(b) Plan reported $4M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,312 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
The Consortium 403(b) Plan covers 241 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #6,312
- in Healthcare & Social Assistance (16,916 peers)
- +9.7%
- assets growth YoY
The Consortium 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Consortium 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,528,800 36th percentile higher than 36% 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 Consortium 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 Consortium 403(b) Plan sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Consortium 403(b) Plan reported net income rose from $155K in the plan year 2023 filing to $313K in the plan year 2024 filing.
- The Consortium 403(b) Plan reported participants rose from 219 in the plan year 2023 filing to 241 in the plan year 2024 filing.
- The Consortium 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231744721 · West Philadelphia Community Mental Health Consortium, Inc. PY 2024 · Other
The Consortium 403(b) Plan · $4M · 241 · 36th
- EOY $4M
- 5500 241
- ASSETS 36th
- PCT Other
- EIN near The Resurrection Project 403b Plan
- RANK ind #6312
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 Consortium 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $313K |
| Employer EIN | 231744721 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Philadelphia Community Mental Health Consortium, Inc.)
Sponsor-wide plan assets over time
All West Philadelphia Community Mental Health Consortium, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 15.278670701812155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $3M |
| 2023 | 1 | 219 | $3M |
| 2024 | 1 | 241 | $4M |
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 Consortium 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Resurrection Project 403b Plan in IL ($4M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- The Resurrection Project 403b Plan (IL) $4M · 130
- Centerpointe, Inc. Retirement Plan (NE) $4M · 217
- 403(b) Thrift Plan for Community Access Services (OR) $4M · 179
- La Red Health Center, Inc. 403b Plan (DE) $4M · 149
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- The Chapin School Retirement and Savings Plan (NY) 241 · 0 off
- Nazareth Living Center 403b Plan (MO) 241 · 0 off
- Transitions of Western Illinois 403(b) Retirement Plan (IL) 241 · 0 off
- Glenmeadow, Inc. 403(b) Retirement Plan (MA) 241 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.