Other · DOL Form 5500 · 2024
William Penn Charter School Overseers of the Public School Retirement Plan
Data updated 2026-08-11
- $79M
- Total assets
- 289
- Participants
- 89th
- Percentile by assets
- $273,638
- Avg per participant
Official DOL plan name: William Penn Charter School Defined Contribution Plan · Sponsored by William Penn Charter School Overseers of the Public School · Pennsylvania · Educational Services
$79M in assets, 289 participants
William Penn Charter School Overseers of the Public School's William Penn Charter School Defined Contribution Plan reported $79M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 123,622 plans)
- #2,885 in Educational Services (3,638 peers)
Coverage in Pennsylvania
William Penn Charter School Defined Contribution Plan covers 289 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $79M.
- $79M
- total plan assets (2024 EOY)
- 289
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $273,638
- avg assets per participant
Where William Penn Charter School Defined Contribution Plan sits by total assets
William Penn Charter School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$79,081,441 Top 11% higher than 89% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William Penn Charter School Defined Contribution Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- William Penn Charter School Defined Contribution Plan end-of-year assets rose from $70M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- William Penn Charter School Defined Contribution Plan reported participants fell from 293 in the plan year 2023 filing to 289 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. William Penn Charter School Defined Contribution Plan reports 289 participants - about 35% of that state average ($79M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $9M |
| Employer EIN | 230953760 |
| Plan Effective Date | 1929-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Penn Charter School Overseers of the Public School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 283 | $62M |
| 2023 | 1 | 293 | $70M |
| 2024 | 1 | 289 | $79M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
William Penn Charter School Defined Contribution 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 William Penn Charter School Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did William Penn Charter School Defined Contribution Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on William Penn Charter School Defined Contribution Plan's numbers.
- By total assets, William Penn Charter School Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- William Penn Charter School Overseers of the Public School's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Educational Services plans