Other · DOL Form 5500 · 2024
William Penn Charter School Overseers of the Public School Retirement Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 289
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $273,638
- Avg per participant High balance/head
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.
- #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.
- #2,885
- in Educational Services (3,638 peers)
- +13.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
William Penn Charter School Defined Contribution Plan's outsized position 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
William Penn Charter School Defined Contribution 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. William Penn Charter School Defined Contribution Plan sits mid-pack in the medium band (289 participants).
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.
Plan-year Form 5500 strip
Filing strip 230953760 · William Penn Charter School Overseers of the Public School PY 2024 · Other
William Penn Charter School Defined Contribution Plan · $79M · 289 · 89th
- ASSETS $79M
- PCT 289
- EIN 89th
- RANK Other
- PHOTO near The Bishop's School 403(b) Plan
- IND ind #2885
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 Educational Services retirement plans → · Plans in Pennsylvania →
William Penn Charter School Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All William Penn Charter School Overseers of the Public School plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 27.110545921327883% vs 2022
- 2024 filing year
| 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.
- 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
William Penn Charter School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Bishop's School 403(b) Plan in CA ($79M); by covered participants it is Shenandoah Valley Medical System Inc. Retirement Plan in WV (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- Shenandoah Valley Medical System Inc. Retirement Plan (WV) 289 · 0 off
- Westminster College 403(b) Retirement Account (MO) 289 · 0 off
- The Institute for the International Education of Students 403(b) Defined Contribution Retirement Plan (IL) 289 · 0 off
- Samuel U. Rodgers Health Center 403(b) Plan (MO) 289 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.