Other · DOL Form 5500 · 2022

Erie Day School Retirement Plan

Data updated 2026-08-25

$701K
Total assets Small plan by assets
29
Participants Small participant base
21st
Percentile by assets National rank
$24,164
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Erie Day School 403(b) Savings Plan · Sponsored by Erie Day School · Pennsylvania · Educational Services

$701K in assets, 29 participants

Erie Day School's Erie Day School 403(b) Savings Plan reported $701K in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #580 in Educational Services (4,024 peers)

Erie Day School multi-year trail

Erie Day School's plans moved +52.7% in assets from 2022 to 2024; this filing shows Erie Day School 403(b) Savings Plan at $701K / 29 participants.

#580
in Educational Services (4,024 peers)
-28.7%
assets change YoY

The plan reported a net loss of $282K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erie Day School 403(b) Savings Plan among the smaller filed plans by assets

Erie Day School 403(b) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$700,769 21st percentile higher than 21% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Erie Day School 403(b) Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Day School 403(b) Savings Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 250990582 · Erie Day School PY 2022 · Other

Erie Day School 403(b) Savings Plan · $701K · 29 · 21st

  • 5500 $701K
  • 5500 29
  • 5500 21st
  • 5500 Other
  • 5500 near Wellness Council of America Retirement Plan
  • 5500 ind #580

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 Educational Services retirement plans → · Plans in Pennsylvania →

Erie Day School 403(b) Savings Plan in the asset neighbourhood

Skyline Education 403(b) Plan$720KLutheran Good Shepherd Home 403(b) PlanLutheran Good Shepherd Home …$720KErie Day School 403(b) Savings PlanErie Day School 403(b) Savin…$701KWellness Council of America Retirement PlanWellness Council of America …$705KBennett's Bookkeeping, Inc P O Box 84730, Baton Rouge, La 70884Bennett's Bookkeeping, Inc P…$684K
End-of-year total assets ($M) among Erie Day School 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Erie Day School multi-year asset trail

Sponsor-wide plan assets over time

All Erie Day School plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.68298112502122% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.7M $1.07M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 29 $701K
2023 1 31 $834K
2024 1 30 $1M

Erie Day School filing trail (2022)

Total Assets (Beginning of Year)$982K
Net Assets (End of Year)$701K
Net Income-$282K
Employer EIN250990582
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Erie Day School 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Erie Day School 403(b) Savings Plan, Total assets ($B): 0.000700769 · Participants: 29Erie Day School 403(b) Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Erie Day School 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Erie Day School 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Wellness Council of America Retirement Plan in NE ($705K); by covered participants it is The Fresh Air Fund Tax Sheltered Annuity Plan in NY (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erie Day School 403(b) Savings Plan assets move in 2022?
Erie Day School 403(b) Savings Plan declined sharply - down 28.7% during 2022, from $982K to $701K. Reported net income was -$282K.
How have Erie Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Erie Day School's sponsor-wide assets grew 52.7%, from $701K to $1M.
Where does Erie Day School 403(b) Savings Plan rank by assets among Form 5500 filers?
Erie Day School 403(b) Savings Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Erie Day School 403(b) Savings Plan?
Among Other plans in other states, the closest by assets is Wellness Council of America Retirement Plan in NE ($705K, 1 participant).
Which Other plans cover a similar participant headcount to Erie Day School 403(b) Savings Plan?
Among Other plans in other states, the closest by covered participants is The Fresh Air Fund Tax Sheltered Annuity Plan in NY (29 participants, $4M in assets).