Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILADELPHIA EDUCATION FUND
EIN 22-2567982education managementLatest filing 2025
Plans
3
Retirement
3
$8.4M assets
Welfare
0
Participants
224
718 ARCH STREET, SUITE 700 - PHILADELPHIA, PA 19106215-665-1400philaedfund.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.4M assets / 224 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHILADELPHIA EDUCATION FUND RETIREMENT PLAN
403b
Assets$6.6M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHILADELPHIA EDUCATION FUND TDA PLAN
403b
Assets$1.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHILADELPHIA EDUCATION FUND 401K PLAN
401k
Assets$278K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILADELPHIA EDUCATION FUND RETIREMENT PLAN | 403b | $6.6M | 170 | 2024 | |
| 002 | PHILADELPHIA EDUCATION FUND TDA PLAN | 403b | $1.5M | 24 | 2024 | |
| 003 | PHILADELPHIA EDUCATION FUND 401K PLAN | 401k | $278K | 30 | 2025 |
Retirement plans