Other · DOL Form 5500 · 2024
Overbrook Friedlander Programs Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $33,433
- Avg per participant Low balance/head
Official DOL plan name: Overbrook Friedlander Programs 403(b) Retirement Plan · Sponsored by Overbrook Friedlander Programs · Pennsylvania · Other Services
$3M in assets, 102 participants
Overbrook Friedlander Programs's Overbrook Friedlander Programs 403(b) Retirement Plan reported $3M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #4,588 in Other Services (7,719 peers)
Coverage in Pennsylvania
Overbrook Friedlander Programs 403(b) Retirement Plan covers 102 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.
- #4,588
- in Other Services (7,719 peers)
- +11.8%
- assets growth YoY
Overbrook Friedlander Programs 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Overbrook Friedlander Programs 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,410,211 36th percentile higher than 36% 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
Overbrook Friedlander Programs 403(b) 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. Overbrook Friedlander Programs 403(b) Retirement Plan sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Overbrook Friedlander Programs 403(b) Retirement Plan reported net income fell from $615K in the plan year 2023 filing to $360K in the plan year 2024 filing.
- Overbrook Friedlander Programs 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Overbrook Friedlander Programs 403(b) Retirement Plan reported participants rose from 98 in the plan year 2023 filing to 102 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232469202 · Overbrook Friedlander Programs PY 2024 · Other
Overbrook Friedlander Programs 403(b) Retirement Plan · $3M · 102 · 36th
- PART $3M
- PART 102
- PART 36th
- PART Other
- PART near Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan
- PART ind #4588
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 →
Overbrook Friedlander Programs 403(b) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $360K |
| Employer EIN | 232469202 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Overbrook Friedlander Programs)
Sponsor-wide plan assets over time
All Overbrook Friedlander Programs plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 40.042946584108044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $2M |
| 2023 | 1 | 98 | $3M |
| 2024 | 1 | 102 | $3M |
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
Overbrook Friedlander Programs 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan in VA ($3M); by covered participants it is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 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.