Other
2024 plan-year Other DOL Form 5500

Potential Development Program, Inc. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Potential Development Program, Inc. · Ohio · Educational Services

What the 2023 filing shows

Potential Development Program, Inc. 403(b) Plan holds $3M for 136 participants — about $20,944 per participant, up 35.0% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
136
covered participants
$20,944
avg assets per participant
+35.0%
assets growth YoY
Total Assets (2023)
$3M
Participants
136
State
Industry
Educational Services

What the Filing Says About Potential Development Program, Inc. 403(b) Plan

Potential Development Program, Inc. 403(b) Plan is a Other retirement plan sponsored by Potential Development Program, Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 136 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 340789759, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $3M at year-end — a gain of 35.0%. Net assets (after liabilities) closed the year at $3M, with reported net income of $738K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$738K
Plan TypeOther
Employer EIN340789759
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potential Development Program, Inc.)

Year Plans Participants Total Assets
2022 1 104 $1M
2023 1 115 $2M
2024 1 136 $3M

Nearby Other Plans in Ohio

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

Frequently Asked Questions

How much money is in the Potential Development Program, Inc. 403(b) Plan?
As of the 2024 Form 5500 filing, Potential Development Program, Inc. 403(b) Plan holds $3M in total assets with 136 participants. It is sponsored by Potential Development Program, Inc..
What type of plan is Potential Development Program, Inc. 403(b) Plan?
Potential Development Program, Inc. 403(b) Plan is a Other plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 340789759.
Who sponsors the Potential Development Program, Inc. 403(b) Plan?
Potential Development Program, Inc. 403(b) Plan is sponsored by Potential Development Program, Inc., located in Ohio. The sponsor's EIN is 340789759 and the plan operates in the Educational Services industry.
How did Potential Development Program, Inc. 403(b) Plan perform in 2024?
Potential Development Program, Inc. 403(b) Plan grew by 35.0% during 2024, moving from $2M to $3M in total assets. Net income was $738K.
Where can I find official filings for Potential Development Program, Inc. 403(b) Plan?
Official Form 5500 filings for Potential Development Program, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340789759 or plan name at efast.dol.gov.
How does Potential Development Program, Inc. 403(b) Plan compare to other plans?
You can compare Potential Development Program, Inc. 403(b) Plan against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 340789759.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.