Other · DOL Form 5500 · 2024
Contact Helpline Retirement Plan
Data updated 2026-08-25
- $815K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $116,444
- Avg per participant Below avg balance/head
Official DOL plan name: Contact Helpline Retirement Plan · Sponsored by Contact Helpline · Pennsylvania · Other Services
$815K in assets, 7 participants
Contact Helpline's Contact Helpline Retirement Plan reported $815K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,424 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Contact Helpline Retirement Plan ranks #3,424 of 7,719 2024 filers by assets (2462% of the sector average)-$815K for 7 participants.
- #3,424
- in Other Services (7,719 peers)
- +12.3%
- assets growth YoY
Contact Helpline Retirement Plan among the smaller filed plans by assets
Contact Helpline Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$815,106 21st percentile higher than 21% 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
Contact Helpline Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Contact Helpline Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Contact Helpline Retirement Plan reported net income fell from $150K in the plan year 2023 filing to $89K in the plan year 2024 filing.
- Contact Helpline Retirement Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Contact Helpline Retirement Plan end-of-year assets rose from $726K in the plan year 2023 filing to $815K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237083169 · Contact Helpline PY 2024 · Other
Contact Helpline Retirement Plan · $815K · 7 · 21st
- PART $815K
- PART 7
- PART 21st
- PART Other
- PART near Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.
- PART ind #3424
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 Other Services retirement plans → · Plans in Pennsylvania →
Contact Helpline Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $726K |
|---|---|
| Net Assets (End of Year) | $815K |
| Net Income | $89K |
| Employer EIN | 237083169 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Contact Helpline)
Sponsor-wide plan assets over time
All Contact Helpline plans reported in each filing year
- Latest sponsor-wide plan assets
- $815K 41.65754267421612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $575K |
| 2023 | 1 | 5 | $726K |
| 2024 | 1 | 7 | $815K |
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
Contact Helpline Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. in NY ($815K); by covered participants it is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($815K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.