Other · DOL Form 5500 · 2024
Philadelphia Education Fund Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 33
- Participants Small participant base
Official DOL plan name: Philadelphia Education Fund Retirement Plan · Sponsored by Philadelphia Education Fund · Pennsylvania · Educational Services
N/A in assets, 33 participants
Philadelphia Education Fund's Philadelphia Education Fund Retirement Plan reported N/A in total assets and 33 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Philadelphia Education Fund multi-year trail
Philadelphia Education Fund's plans moved +11.9% in assets from 2022 to 2024; this filing shows Philadelphia Education Fund Retirement Plan at N/A / 33 participants.
- -$7M
- reported net income
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Philadelphia Education Fund Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Education Fund Retirement Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Philadelphia Education Fund Retirement Plan reported net income fell from $485K in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Philadelphia Education Fund Retirement Plan reported participants rose from 25 in the plan year 2023 filing to 33 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222567982 · Philadelphia Education Fund PY 2024 · Other
Philadelphia Education Fund Retirement Plan · N/A · 33
- BOOK N/A
- VS-ST 33
- BOY PY 2024
- SCH Other
- EBSA near Regional Rehabilitation Center, Inc. 403(b) Thrift Plan
- PART -$7M
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 →
Philadelphia Education Fund multi-year asset trail
Sponsor-wide plan assets over time
All Philadelphia Education Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 11.900073037793964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $6M |
| 2023 | 1 | 25 | $6M |
| 2024 | 2 | 62 | $7M |
Philadelphia Education Fund filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$7M |
| Employer EIN | 222567982 |
| Plan Effective Date | 2019-01-31 |
| Filing Status | FILING RECEIVED |
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
Philadelphia Education Fund Retirement Plan's closest out-of-state Other peers by headcount
Outside Pennsylvania, the nearest Other by covered participants is Regional Rehabilitation Center, Inc. 403(b) Thrift Plan in MS (33 participants; this filing: 33 participants).
Similar participant headcount
Nearest other-state filings by covered participants (33 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.