Other · DOL Form 5500 · 2024
Inglis Foundation Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 557
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $44,438
- Avg per participant Low balance/head
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.
- #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.
- #13,212
- in Healthcare & Social Assistance (16,916 peers)
- +11.4%
- assets growth YoY
Inglis Foundation 403(b) Retirement Plan's outsized position by total assets
Inglis Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,752,118 Top 26% higher than 74% 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 Foundation 403(b) 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. Inglis Foundation 403(b) Retirement Plan sits mid-pack in the medium band (557 participants).
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.
DOL schedule card
Filing strip 232326553 · Inglis Foundation PY 2024 · Other
Inglis Foundation 403(b) Retirement Plan · $25M · 557 · 74th
- PART $25M
- TYPE 557
- NET 74th
- BOOK Other
- VS-ST near Prairie State Legal Services Inc. 403b Retirement Plan
- BOY ind #13212
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 Foundation 403(b) Retirement Plan in the asset neighbourhood
Inglis Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Inglis Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 30.49160813059221% vs 2022
- 2024 filing year
| 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.
- 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
Inglis Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Prairie State Legal Services Inc. 403b Retirement Plan in IL ($25M); by covered participants it is Marin Community Clinics 403(b) Savings & Investment Plan in CA (557 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (557 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.