Other · DOL Form 5500 · 2024
Historical Society of Pennsylvania Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $238,833
- Avg per participant Above avg balance/head
Official DOL plan name: Historical Society of Pennsylvania Defined Contribution Retirement Plan · Sponsored by Historical Society of Pennsylvania · Pennsylvania · Other Services
$6M in assets, 25 participants
Historical Society of Pennsylvania's Historical Society of Pennsylvania Defined Contribution Retirement Plan reported $6M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #5,137 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Historical Society of Pennsylvania Defined Contribution Retirement Plan ranks #5,137 of 7,719 2024 filers by assets (336% of the sector average)-$6M for 25 participants.
- #5,137
- in Other Services (7,719 peers)
- +6.8%
- assets growth YoY
Historical Society of Pennsylvania Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers
Historical Society of Pennsylvania Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,970,834 45th percentile higher than 45% 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
Historical Society of Pennsylvania Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Historical Society of Pennsylvania Defined Contribution Retirement Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Historical Society of Pennsylvania Defined Contribution Retirement Plan reported net income rose from $38K in the plan year 2023 filing to $378K in the plan year 2024 filing.
- Historical Society of Pennsylvania Defined Contribution Retirement Plan reported participants fell from 28 in the plan year 2023 filing to 25 in the plan year 2024 filing.
- Historical Society of Pennsylvania Defined Contribution Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231352322 · Historical Society of Pennsylvania PY 2024 · Other
Historical Society of Pennsylvania Defined Contribution Retirement Plan · $6M · 25 · 45th
- ASSETS $6M
- PCT 25
- EIN 45th
- RANK Other
- PHOTO near American Ceramic Society Tax Deferred Account Plan
- IND ind #5137
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 →
Historical Society of Pennsylvania Defined Contribution Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $378K |
| Employer EIN | 231352322 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Historical Society of Pennsylvania)
Sponsor-wide plan assets over time
All Historical Society of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 7.490656190101907% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $6M |
| 2023 | 1 | 28 | $6M |
| 2024 | 1 | 25 | $6M |
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
Historical Society of Pennsylvania Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is American Ceramic Society Tax Deferred Account Plan in OH ($6M); by covered participants it is Young Americans Christian Group Plan in GA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Young Americans Christian Group Plan (GA) 25 · 0 off
- The Inland Hospital Pension Plan (ME) 25 · 0 off
- Hobgood Academy Inc. (NC) 25 · 0 off
- Jefferson County Child Development Council 403(b) Plan (AL) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.