Other · DOL Form 5500 · 2022

Solebury School Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
96
Participants Small participant base
74th
Percentile by assets National rank
$175,062
Avg per participant Above avg balance/head
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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.

  • #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.

#2,307
in Educational Services (4,024 peers)
-18.1%
assets change YoY

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.

Solebury School Defined Contribution and Tda Plan's outsized position 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 $2,050,000,000 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

Solebury School Defined Contribution and Tda 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. Solebury School Defined Contribution and Tda Plan is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 231365969 · Solebury School PY 2022 · Other

Solebury School Defined Contribution and Tda Plan · $17M · 96 · 74th

  • PCT $17M
  • EIN 96
  • RANK 74th
  • PHOTO Other
  • IND near Charlotte Christian School Retirement Plan
  • EOY ind #2307

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 →

Solebury School Defined Contribution and Tda Plan in the asset neighbourhood

Foss Home Tax Deferred Annuity PlanFoss Home Tax Deferred Annui…$17MSolebury School Defined Contribution and Tda PlanSolebury School Defined Cont…$17MCharlotte Christian School Retirement PlanCharlotte Christian School R…$17MFroedtert South, Inc. 401(a) Defined Contribution Retirement PlanFroedtert South, Inc. 401(a)…$17MEmployee Benefit Plan of Bridgeway Rehabilitation ServicesEmployee Benefit Plan of Bri…$17M
End-of-year total assets ($M) among Solebury School Defined Contribution and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Solebury School multi-year asset trail

Sponsor-wide plan assets over time

All Solebury School plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.35659091944977% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.8M $22.4M ▲ +33.3%
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 ($B) Participants Solebury School Defined Contribution and Tda Plan, Total assets ($B): 0.016805986 · Participants: 96Solebury School Defined Contribution and Tda 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
Solebury School Defined Contribution and Tda Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Solebury School Defined Contribution and Tda Plan side-by-side with 3 peers →

Solebury School Defined Contribution and Tda Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Charlotte Christian School Retirement Plan in NC ($17M); by covered participants it is Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan in MI (96 participants). Same-state nearby plans are listed separately above.

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 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).
Which Other plans cover a similar participant headcount to Solebury School Defined Contribution and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan in MI (96 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231365969.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.