Other · DOL Form 5500 · 2024

Northeast PA Center for Independent Living Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
133
Participants Small participant base
55th
Percentile by assets National rank
$73,767
Avg per participant Below avg balance/head
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Official DOL plan name: Northeast PA Center for Independent Living Surplus Sharing Pension Plan · Sponsored by Northeast PA Center for Independent Living · Pennsylvania · Healthcare & Social Assistance

$10M in assets, 133 participants

Northeast PA Center for Independent Living's Northeast PA Center for Independent Living Surplus Sharing Pension Plan reported $10M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,285 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Northeast PA Center for Independent Living Surplus Sharing Pension Plan covers 133 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#10,285
in Healthcare & Social Assistance (16,916 peers)
+20.6%
assets growth YoY

Northeast PA Center for Independent Living Surplus Sharing Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northeast PA Center for Independent Living Surplus Sharing Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,810,984 Top 45% higher than 55% of 123,620 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 2024

Northeast PA Center for Independent Living Surplus Sharing Pension 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. Northeast PA Center for Independent Living Surplus Sharing Pension Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northeast PA Center for Independent Living Surplus Sharing Pension Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Northeast PA Center for Independent Living Surplus Sharing Pension Plan reported participants rose from 118 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232525528 · Northeast PA Center for Independent Living PY 2024 · Other

Northeast PA Center for Independent Living Surplus Sharing Pension Plan · $10M · 133 · 55th

  • 5500 $10M
  • 5500 133
  • 5500 55th
  • 5500 Other
  • 5500 near Jamboree Housing Corporation ERISA 403(b) Plan
  • 5500 ind #10285

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 →

Northeast PA Center for Independent Living Surplus Sharing Pension Plan in the asset neighbourhood

403(b) Thrift Plan of Spectrum for Living403(b) Thrift Plan of Spectr…$10MField Home 403(b) Retirement PlanField Home 403(b) Retirement…$10MNortheast PA Center for Independent Living Surplus Sharing Pension PlanNortheast PA Center for Inde…$10MJamboree Housing Corporation ERISA 403(b) PlanJamboree Housing Corporation…$10MHillwood Estate, Museum & Gardens 403(b) PlanHillwood Estate, Museum & Ga…$10M
End-of-year total assets ($M) among Northeast PA Center for Independent Living Surplus Sharing Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN232525528
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast PA Center for Independent Living)

Sponsor-wide plan assets over time

All Northeast PA Center for Independent Living plans reported in each filing year

Latest sponsor-wide plan assets
$10M 52.912361015279885% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.42M $9.81M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 108 $6M
2023 1 118 $8M
2024 1 133 $10M

Nearby Other Plans in Pennsylvania

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

Northeast PA Center for Independent Living Surplus Sharing Pension Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Northeast PA Center for Independent Living Surplus Sharing Pension Plan, Total assets ($B): 0.009810984 · Participants: 133Northeast PA Center for Independent Living Surplus Sharing Pension PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Northeast PA Center for Independent Living Surplus Sharing Pension Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Northeast PA Center for Independent Living Surplus Sharing Pension Plan side-by-side with 3 peers →

Northeast PA Center for Independent Living Surplus Sharing Pension Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Jamboree Housing Corporation ERISA 403(b) Plan in CA ($10M); by covered participants it is Community Care Services 403(b) Plan in MI (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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.

Frequently Asked Questions

How did Northeast PA Center for Independent Living Surplus Sharing Pension Plan assets move in 2024? ▼
Northeast PA Center for Independent Living Surplus Sharing Pension Plan grew sharply - up 20.6% during 2024, from $8M to $10M. Reported net income was $2M.
How have Northeast PA Center for Independent Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northeast PA Center for Independent Living's sponsor-wide assets grew 52.9%, from $6M to $10M.
Which Other plans are similar in size to Northeast PA Center for Independent Living Surplus Sharing Pension Plan? ▼
Among Other plans in other states, the closest by assets is Jamboree Housing Corporation ERISA 403(b) Plan in CA ($10M, 129 participants).
Which Other plans cover a similar participant headcount to Northeast PA Center for Independent Living Surplus Sharing Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Care Services 403(b) Plan in MI (133 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232525528.

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.