Other · DOL Form 5500 · 2024
Childrens Literacy Initiative Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $109,313
- Avg per participant Below avg balance/head
Official DOL plan name: Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans · Sponsored by Childrens Literacy Initiative · Pennsylvania · Educational Services
$9M in assets, 78 participants
Childrens Literacy Initiative's Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans reported $9M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,290 in Educational Services (3,638 peers)
What the 2024 filing shows
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans holds $9M for 78 participants - about $109,313 per participant, above the median plan by assets.
- #1,290
- in Educational Services (3,638 peers)
- -0.2%
- assets change YoY
The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans's mid-pack asset rank among Educational Services and all filers
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,526,385 Top 48% higher than 52% 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
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans reported net income fell from $484K in the plan year 2023 filing to -$15K in the plan year 2024 filing.
- Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans reported participants fell from 98 in the plan year 2023 filing to 78 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232515768 · Childrens Literacy Initiative PY 2024 · Other
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans · $9M · 78 · 52nd
- PART $9M
- PART 78
- PART 52nd
- PART Other
- PART near Section 403(b) Retirement Plan for Brooklyn Heights Montessori School
- PART ind #1290
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 →
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$15K |
| Employer EIN | 232515768 |
| Plan Effective Date | 2003-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Childrens Literacy Initiative)
Sponsor-wide plan assets over time
All Childrens Literacy Initiative plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 5.816807184693866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $8M |
| 2023 | 1 | 98 | $9M |
| 2024 | 1 | 78 | $9M |
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
Children's Literacy Initiative Defined Contribution and Tax-Deferred Annuity Plans's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Section 403(b) Retirement Plan for Brooklyn Heights Montessori School in NY ($9M); by covered participants it is American Dental Education Association 403(b) Retirement Savings Plan in DC (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.