Other · DOL Form 5500 · 2022

Solebury School Retirement Plan

Data updated 2026-08-11

$17M
Total assets
96
Participants
74th
Percentile by assets
$175,062
Avg per participant
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Official DOL plan name: Solebury School Defined Contribution and Tda Plan · Sponsored by Solebury School · Pennsylvania · Educational Services

$17M in assets, 96 participants

Solebury School's Solebury School Defined Contribution and Tda Plan reported $17M in total assets and 96 participants in its 2022 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.

  • 74th percentile by assets (of 139,126 plans)
  • #2,307 in Educational Services (4,024 peers)

Solebury School multi-year trail

Solebury School's plans moved +33.4% in assets from 2022 to 2024; this filing shows Solebury School Defined Contribution and Tda Plan at $17M / 96 participants.

$17M
total plan assets (2022 EOY)
96
covered participants
74th
percentile by assets (of 139,126 plans)
$175,062
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Solebury School Defined Contribution and Tda Plan sits by total assets

Solebury School Defined Contribution and Tda Plan vs every filed plan by assets

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

$16,805,986 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Solebury School across 3 plan years on file

Across the 3 plan years Solebury School has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $22M, a gain of 33.4%, while reported participants moved from 96 to 115 (+19.8%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($17M).

Solebury School multi-year asset trail

$16M$18M$20M$22M$24M 202220232024 $16.8M $22.4M ▲ +33.3%
Total plan assets by year, all Solebury School plans on file
Year Plans Participants Total Assets
2022 1 96 $17M
2023 1 103 $20M
2024 1 115 $22M

Solebury School filing trail (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN231365969
Plan Effective Date1954-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Solebury School Defined Contribution and Tda Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Solebury School Defi…, Total assets ($B): 0.016805986 · Participants: 96Solebury School Defi…The University of Pe…, Total assets ($B): 5.530640141 · Participants: 13262The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 2.490968748 · Participants: 39740The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Co…
Solebury School Defined Contribution and Tda Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Solebury School Defined Contribution and Tda Plan by total assets, not by location.

Frequently Asked Questions

How did Solebury School Defined Contribution and Tda Plan assets move in 2022?
Solebury School Defined Contribution and Tda Plan declined sharply - down 18.1% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Solebury School plan assets changed over time?
Across 3 plan years on file (2022-2024), Solebury School's sponsor-wide assets grew 33.4%, from $17M to $22M.
Which Other plans are similar in size to Solebury School Defined Contribution and Tda Plan?
Among Other plans in other states, the closest by assets is Charlotte Christian School Retirement Plan in NC ($17M, 216 participants).

Next read for Solebury School Defined Contribution and…

Multi-year trail

Ways to act on Solebury School Defined Contribution and Tda Plan's numbers.