How big is Philadelphia Education Fund's plan?

Philadelphia Education Fund's plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250717144932NAL0000252819001

Philadelphia Education Fund

Name: Philadelphia Education Fund — Philadelphia Education, Form 5500 (2024)
Creator: Philadelphia Education Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philadelphia Education Fund TDA Plan

403(b) retirement plan · Philadelphia Education Fund's Philadelphia Education Fund TDA Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Latoya Winkfield signed Philadelphia Education Fund's 2024 Form 5500 as plan administrator.

Latoya Winkfield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Philadelphia Education Fund's EIN is 22-2567982.

EIN 22-2567982

Plan number 002

Plan year 2024

ACK ID 20250717144932NAL0000252819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Philadelphia Education Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Philadelphia Education Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILADELPHIA EDUCATION FUND.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PHILADELPHIA EDUCATION FUND

EIN

all filings

Address

718 ARCH STREET · SUITE 700 N · PHILADELPHIA, PA · 19106

Phone

(215) 665-1400

Industry

Educational Services

Plan administrator