Other · DOL Form 5500 · 2024
Inglis Foundation Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 557
- Participants
- 74th
- Percentile by assets
- $44,438
- Avg per participant
Official DOL plan name: Inglis Foundation 403(b) Retirement Plan · Sponsored by Inglis Foundation · Pennsylvania · Healthcare & Social Assistance
$25M in assets, 557 participants
Inglis Foundation's Inglis Foundation 403(b) Retirement Plan reported $25M in total assets and 557 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 123,622 plans)
- #13,212 in Healthcare & Social Assistance (16,916 peers)
Inglis Foundation multi-year trail
Inglis Foundation's plans moved +30.5% in assets from 2022 to 2024; this filing shows Inglis Foundation 403(b) Retirement Plan at $25M / 557 participants.
- $25M
- total plan assets (2024 EOY)
- 557
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $44,438
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Inglis Foundation 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Inglis Foundation 403(b) Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Inglis Foundation 403(b) Retirement Plan reported participants rose from 535 in the plan year 2023 filing to 557 in the plan year 2024 filing.
Inglis Foundation across 3 plan years on file
Across the 3 plan years Inglis Foundation has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $25M, a gain of 30.5%, while reported participants moved from 609 to 557 (-8.5%). Peak year by sponsor assets: 2024 ($25M); trough: 2022 ($19M).
Inglis Foundation multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 609 | $19M |
| 2023 | 1 | 535 | $22M |
| 2024 | 1 | 557 | $25M |
Inglis Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 232326553 |
| Plan Effective Date | 1992-08-15 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Inglis Foundation 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Inglis Foundation 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Inglis Foundation 403(b) Retirement Plan assets move in 2024? ▼
How have Inglis Foundation plan assets changed over time? ▼
Which Other plans are similar in size to Inglis Foundation 403(b) Retirement Plan? ▼
Next read for Inglis Foundation 403(b) Retirement Plan
Multi-year trail
Ways to act on Inglis Foundation 403(b) Retirement Plan's numbers.
- By total assets, Inglis Foundation 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Inglis Foundation's sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans