Other · DOL Form 5500 · 2024

Hope Enterprises, Inc. Retirement Plan

Data updated 2026-08-11

$19M
Total assets
345
Participants
69th
Percentile by assets
$55,040
Avg per participant
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Official DOL plan name: Hope Enterprises, Inc. Retirement Plan · Sponsored by Hope Enterprises, Inc. · Pennsylvania · Healthcare & Social Assistance

$19M in assets, 345 participants

Hope Enterprises, Inc.'s Hope Enterprises, Inc. Retirement Plan reported $19M in total assets and 345 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • 69th percentile by assets (of 123,622 plans)
  • #12,512 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Hope Enterprises, Inc. Retirement Plan covers 345 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

$19M
total plan assets (2024 EOY)
345
covered participants
69th
percentile by assets (of 123,622 plans)
$55,040
avg assets per participant

Where Hope Enterprises, Inc. Retirement Plan sits by total assets

Hope Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$18,988,765 Top 31% higher than 69% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hope Enterprises, Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hope Enterprises, Inc. Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Hope Enterprises, Inc. Retirement Plan reports 345 participants - about 42% of that state average ($19M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN232303287
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope Enterprises, Inc.)

$15M$16M$17M$18M$19M$20M 202220232024 $15.9M $19M ▲ +19.4%
Total plan assets by year, all Hope Enterprises, Inc. plans on file
Year Plans Participants Total Assets
2022 1 305 $16M
2023 1 342 $17M
2024 1 345 $19M

Nearby Other Plans in Pennsylvania

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

Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Hope Enterprises, In…The University of Pe…Upmc 403(b) Retireme…The University of Pe…Carnegie Mellon Univ…Jefferson Defined Co…
Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Hope Enterprises, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Hope Enterprises, Inc. Retirement Plan assets move in 2024?
Hope Enterprises, Inc. Retirement Plan grew at a solid clip - up 12.3% during 2024, from $17M to $19M. Reported net income was $2M.
How have Hope Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hope Enterprises, Inc.'s sponsor-wide assets grew 19.4%, from $16M to $19M.
Which Other plans are similar in size to Hope Enterprises, Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is United Way of Central Maryland, Inc. Section 403(b) Retirement Savings Plan in MD ($19M, 217 participants).

Filing takeaways

Ways to act on Hope Enterprises, Inc. Retirement Plan's numbers.