Defined Benefit (Pension) · DOL Form 5500 · 2024
Inglis House Pension Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $999,486
- Avg per participant High balance/head
Official DOL plan name: Inglis House Retirement Plan · Sponsored by Inglis House · Pennsylvania · Healthcare & Social Assistance
$18M in assets, 18 participants
Inglis House's Inglis House Retirement Plan reported $18M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,355 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Inglis House Retirement Plan holds $18M for 18 participants - about $999,486 per participant, above the median plan by assets.
- #12,355
- in Healthcare & Social Assistance (16,916 peers)
- +1.6%
- assets growth YoY
Inglis House Retirement Plan's outsized position by total assets
Inglis House Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,990,748 Top 32% higher than 68% 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
Inglis House 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. Inglis House Retirement Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Inglis House Retirement Plan reported net income rose from -$213K in the plan year 2023 filing to $297K in the plan year 2024 filing.
- Inglis House Retirement Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- Inglis House Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.
DOL schedule card
Filing strip 231352284 · Inglis House PY 2024 · Defined Benefit (Pension)
Inglis House Retirement Plan · $18M · 18 · 68th
- IND $18M
- EOY 18
- 5500 68th
- ASSETS Defined Benefit (Pension)
- PCT near Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan
- EIN ind #12355
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 →
Inglis House Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $297K |
| Employer EIN | 231352284 |
| Plan Effective Date | 1961-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inglis House)
Sponsor-wide plan assets over time
All Inglis House plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 0.5612077038644194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $18M |
| 2023 | 1 | 19 | $18M |
| 2024 | 1 | 18 | $18M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Inglis House Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan in WI ($18M); by covered participants it is Palco Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
- Palco Retirement Plan (CA) 18 · 0 off
- Tooling Concepts, Inc. Cash Balance Plan (MI) 18 · 0 off
- Paulo Products Company Employees' Pension Plan (MO) 18 · 0 off
- Zwi Group LLC Pension Plan (NJ) 18 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.