Other · DOL Form 5500 · 2024
Phmc Integrated Dba Fairwold Academy Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $64,125
- Avg per participant Low balance/head
Official DOL plan name: Phmc Integrated 403b Plan · Sponsored by Phmc Integrated Dba Fairwold Academy · Pennsylvania · Educational Services
$7M in assets, 116 participants
Phmc Integrated Dba Fairwold Academy's Phmc Integrated 403b Plan reported $7M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #1,202 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Phmc Integrated 403b Plan covers 116 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #1,202
- in Educational Services (3,638 peers)
- +6.9%
- assets growth YoY
Phmc Integrated 403b Plan's mid-pack asset rank among Educational Services and all filers
Phmc Integrated 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,438,489 49th percentile higher than 49% 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
Phmc Integrated 403b 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. Phmc Integrated 403b Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phmc Integrated 403b Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231729031 · Phmc Integrated Dba Fairwold Academy PY 2024 · Other
Phmc Integrated 403b Plan · $7M · 116 · 49th
- SCH $7M
- EBSA 116
- PART 49th
- TYPE Other
- NET near United Way of Greater Cleveland 403(b) Retirement Plan
- BOOK ind #1202
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 →
Phmc Integrated 403b Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $483K |
| Employer EIN | 231729031 |
| Plan Effective Date | 2007-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phmc Integrated Dba Fairwold Academy)
Sponsor-wide plan assets over time
All Phmc Integrated Dba Fairwold Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 14.784322893399409% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $6M |
| 2023 | 1 | 115 | $7M |
| 2024 | 1 | 116 | $7M |
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
Phmc Integrated 403b Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is United Way of Greater Cleveland 403(b) Retirement Plan in OH ($7M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.