Plan5500

Holy Family Institute — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Holy Family Institute (EIN 25-0984606) is a plan sponsor located in Pittsburgh, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
25-0984606
Location
Pittsburgh, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Holy Family Institute

  • 2 loaded plans hold $9.4M in reported assets.
  • The largest, Holy Family Institute Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 893 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,433,356
Total reported assets$9.4M$9,433,356
Total reported participants893
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities—
Contributions & income
Employer contributions$300.4K
Participant contributions$831K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Holy Family Institute Retirement Plan
Participants per plan447Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Holy Family Institute Retirement Plan$9.4M
    Plan #002 · 537 participants · 2023
  2. 2
    Holy Family Institute Welfare Benefit Plannot reported in the loaded dataset
    Plan #506 · 356 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Holy Family Institute. Open one for its full reported snapshot.

  1. 2023
    Holy Family Institute Welfare Benefit Plan356 participants · 2No schedules
    View filing →
  2. 2023
    Holy Family Institute Retirement Plan537 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Holy Family Institute report on Form 5500?
Holy Family Institute (EIN 25-0984606) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Holy Family Institute?
The Employer Identification Number (EIN) reported for Holy Family Institute is 25-0984606.
What is the latest Form 5500 filing year for Holy Family Institute?
The latest loaded Form 5500 filing year for Holy Family Institute is 2023.

Related Form 5500 pages