Other · DOL Form 5500 · 2024

Hope Enterprises, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
345
Participants Below avg headcount
69th
Percentile by assets National rank
$55,040
Avg per participant Low balance/head
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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.

  • #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.

#12,512
in Healthcare & Social Assistance (16,916 peers)
+12.3%
assets growth YoY

Hope Enterprises, Inc. Retirement Plan's outsized position 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 $2,050,000,000 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

Hope Enterprises, Inc. 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. Hope Enterprises, Inc. Retirement Plan sits mid-pack in the medium band (345 participants).

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 →

EBSA filing schedule strip

Filing strip 232303287 · Hope Enterprises, Inc. PY 2024 · Other

Hope Enterprises, Inc. Retirement Plan · $19M · 345 · 69th

  • ASSETS $19M
  • ASSETS 345
  • ASSETS 69th
  • ASSETS Other
  • ASSETS near United Way of Central Maryland, Inc. Section 403(b) Retirement Savings Plan
  • ASSETS ind #12512

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 →

Hope Enterprises, Inc. Retirement Plan in the asset neighbourhood

Hope Enterprises, Inc. Retirement PlanHope Enterprises, Inc. Retir…$19MUnited Way of Central Maryland, Inc. Section 403(b) Retirement Savings PlanUnited Way of Central Maryla…$19MDakota Wesleyan University Defined Contribution PlanDakota Wesleyan University D…$19MSun Life Family Health Center, Inc. 403(b) PlanSun Life Family Health Cente…$19MManlius Pebble Hill School 403(b) DC PlanManlius Pebble Hill School 4…$19M
End-of-year total assets ($M) among Hope Enterprises, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Hope Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.434352560181154% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $15.9M $19M ▲ +19.4%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Hope Enterprises, Inc. Retirement Plan, Total assets ($B): 0.018988765 · Participants: 345Hope Enterprises, Inc. Retirement 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
Hope Enterprises, Inc. Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Hope Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Hope Enterprises, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is United Way of Central Maryland, Inc. Section 403(b) Retirement Savings Plan in MD ($19M); by covered participants it is Advanced Technology International 403(b) Retirement Plan in SC (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 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).
Which Other plans cover a similar participant headcount to Hope Enterprises, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Advanced Technology International 403(b) Retirement Plan in SC (345 participants, $54M 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 232303287.

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.