Other · DOL Form 5500 · 2024
Caring People Alliance Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $19,253
- Avg per participant Low balance/head
Official DOL plan name: Caring People Alliance Defined Contribution Retirement Plan · Sponsored by Caring People Alliance · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 231 participants
Caring People Alliance's Caring People Alliance Defined Contribution Retirement Plan reported $4M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,146 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Caring People Alliance Defined Contribution Retirement Plan covers 231 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #7,146
- in Healthcare & Social Assistance (16,916 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $467K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caring People Alliance Defined Contribution Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caring People Alliance Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,447,373 40th percentile higher than 40% 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
Caring People Alliance Defined Contribution Retirement 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. Caring People Alliance Defined Contribution Retirement Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caring People Alliance Defined Contribution Retirement Plan reported net income fell from $563K in the plan year 2023 filing to -$467K in the plan year 2024 filing.
- Caring People Alliance Defined Contribution Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231352104 · Caring People Alliance PY 2024 · Other
Caring People Alliance Defined Contribution Retirement Plan · $4M · 231 · 40th
- BOOK $4M
- VS-ST 231
- BOY 40th
- SCH Other
- EBSA near Crouse Community Center Employee Retirement Tsa Plan
- PART ind #7146
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 →
Caring People Alliance Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$467K |
| Employer EIN | 231352104 |
| Plan Effective Date | 1996-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caring People Alliance)
Sponsor-wide plan assets over time
All Caring People Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.2200131700371313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $4M |
| 2023 | 1 | 229 | $5M |
| 2024 | 1 | 231 | $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
Caring People Alliance Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Crouse Community Center Employee Retirement Tsa Plan in NY ($4M); by covered participants it is Campus Child Care, Inc. 403(b) Retirement Plan in MA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Campus Child Care, Inc. 403(b) Retirement Plan (MA) 231 · 0 off
- Community Healthcare of Texas 403b Plan (TX) 231 · 0 off
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan (KY) 231 · 0 off
- Mercy Drive 403(b) Retirement Plan (NY) 231 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.