Other · DOL Form 5500 · 2023

PHILABUNDANCE Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
176
Participants Small participant base
45th
Percentile by assets National rank
$28,950
Avg per participant Low balance/head
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Official DOL plan name: Philabundance 403(b) Retirement Plan · Sponsored by PHILABUNDANCE · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 176 participants

PHILABUNDANCE's Philabundance 403(b) Retirement Plan reported $5M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,625 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Philabundance 403(b) Retirement Plan covers 176 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#8,625
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY

Philabundance 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Philabundance 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,095,145 45th percentile higher than 45% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Philabundance 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philabundance 403(b) Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Philabundance 403(b) Retirement Plan reported net income rose from -$892K in the plan year 2022 filing to $445K in the plan year 2023 filing.
  • Philabundance 403(b) Retirement Plan reported participants rose from 155 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Philabundance 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232290505 · PHILABUNDANCE PY 2023 · Other

Philabundance 403(b) Retirement Plan · $5M · 176 · 45th

  • SCH $5M
  • SCH 176
  • SCH 45th
  • SCH Other
  • SCH near California Science Center Foundation Defined Contribution Retirement Plan
  • SCH ind #8625

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 →

Philabundance 403(b) Retirement Plan in the asset neighbourhood

Philabundance 403(b) Retirement PlanPhilabundance 403(b) Retirem…$5MCalifornia Science Center Foundation Defined Contribution Retirement PlanCalifornia Science Center Fo…$5MBottom Line 403(b) Plan$5M403(b) Thrift Plan of Job Path, Inc.403(b) Thrift Plan of Job Pa…$5MHospice of Muskegon County Inc 403(b) Retirement PlanHospice of Muskegon County I…$5M
End-of-year total assets ($M) among Philabundance 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$445K
Employer EIN232290505
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PHILABUNDANCE)

Sponsor-wide plan assets over time

All PHILABUNDANCE plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.053493978791787% vs 2022
2023 filing year
$4.6M$4.8M$5M$5.2M 20222023 $4.67M $5.1M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 155 $5M
2023 1 176 $5M

Nearby Other Plans in Pennsylvania

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

Philabundance 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Philabundance 403(b) Retirement Plan, Total assets ($B): 0.005095145 · Participants: 176Philabundance 403(b) Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Philabundance 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Philabundance 403(b) Retirement Plan side-by-side with 3 peers →

Philabundance 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is California Science Center Foundation Defined Contribution Retirement Plan in CA ($5M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (176 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Philabundance 403(b) Retirement Plan assets move in 2023? ▼
Philabundance 403(b) Retirement Plan grew at a solid clip - up 9.1% during 2023, from $5M to $5M. Reported net income was $445K.
How have PHILABUNDANCE plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), PHILABUNDANCE's sponsor-wide assets grew 9.1%, from $5M to $5M.
Which Other plans are similar in size to Philabundance 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is California Science Center Foundation Defined Contribution Retirement Plan in CA ($5M, 301 participants).
Which Other plans cover a similar participant headcount to Philabundance 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Covenant College Retirement Plan Defined Contribution in GA (176 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232290505.

Read our methodology - how this data is sourced, computed, and verified.

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