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
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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

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

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.

See the national 2023→2024 release diff →

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

Advanced Radiology Services Cash Balance PlanAdvanced Radiology Services …$18MCement Masons Local Union No. 179 Pension PlanCement Masons Local Union No…$18MInglis House Retirement Plan$18MNeuroscience Group of Northeast Wisconsin, S.C. Cash Balance PlanNeuroscience Group of Northe…$18MAmpac Fine Chemicals LLC Pension Plan for BargainiAmpac Fine Chemicals LLC Pen…$18M
End-of-year total assets ($M) among Inglis House Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$297K
Employer EIN231352284
Plan Effective Date1961-10-01
Filing StatusFILING 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
$17.6M$17.7M$17.8M$17.9M$18M$18.1M 202220232024 $17.9M $18M ▲ +0.6%
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.

Inglis House Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Inglis House Retirement Plan, Total assets ($B): 0.017990748 · Participants: 18Inglis House Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Inglis House Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Inglis House Retirement Plan assets move in 2024?
Inglis House Retirement Plan edged up modestly - up 1.6% during 2024, from $18M to $18M. Reported net income was $297K.
How have Inglis House plan assets changed over time?
Across 3 plan years on file (2022-2024), Inglis House's sponsor-wide assets grew 0.6%, from $18M to $18M.
Which Defined Benefit (Pension) plans are similar in size to Inglis House Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan in WI ($18M, 164 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Inglis House Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Palco Retirement Plan in CA (18 participants, N/A in assets).