Other · DOL Form 5500 · 2022

Porter-Gaud School Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
359
Participants Below avg headcount
87th
Percentile by assets National rank
$124,511
Avg per participant Near avg balance/head
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Official DOL plan name: Porter-Gaud School Defined Contribution Retirement Plan · Sponsored by Porter-Gaud School · South Carolina · Educational Services

$45M in assets, 359 participants

Porter-Gaud School's Porter-Gaud School Defined Contribution Retirement Plan reported $45M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,062 in Educational Services (4,024 peers)

Where Porter-Gaud School Defined Contribution Retirement Plan sits by assets

Porter-Gaud School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 359 participants (~$124,511/participant), down 11.2% in 2022.

#3,062
in Educational Services (4,024 peers)
-11.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porter-Gaud School Defined Contribution Retirement Plan's outsized position by total assets

Porter-Gaud School Defined Contribution Retirement Plan vs every filed plan by assets

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

$44,699,289 Top 13% higher than 87% 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

Porter-Gaud School Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porter-Gaud School Defined Contribution Retirement Plan sits mid-pack in the medium band (359 participants).

EBSA filing schedule strip

Filing strip 570342032 · Porter-Gaud School PY 2022 · Other

Porter-Gaud School Defined Contribution Retirement Plan · $45M · 359 · 87th

  • VS-ST $45M
  • VS-ST 359
  • VS-ST 87th
  • VS-ST Other
  • VS-ST near Rutgers Preparatory School Defined Contribution Retirement Plan
  • VS-ST ind #3062

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 South Carolina →

Porter-Gaud School Defined Contribution Retirement Plan in the asset neighbourhood

Cary Academy Defined Contribution Retirement PlanCary Academy Defined Contrib…$45MPorter-Gaud School Defined Contribution Retirement PlanPorter-Gaud School Defined C…$45MRutgers Preparatory School Defined Contribution Retirement PlanRutgers Preparatory School D…$45MCentral Park Conservancy 403(b) Retirement PlanCentral Park Conservancy 403…$45MWilliam Jewell College 403(b) PlanWilliam Jewell College 403(b…$45M
End-of-year total assets ($M) among Porter-Gaud School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$45M
Net Income-$6M
Employer EIN570342032
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porter-Gaud School)

Sponsor-wide plan assets over time

All Porter-Gaud School plans reported in each filing year

Latest sponsor-wide plan assets
$54M 20.34109759553446% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.7M $53.8M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 359 $45M
2023 1 341 $51M
2024 1 362 $54M

Nearby Other Plans in South Carolina

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

Porter-Gaud School Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 0200400600800 Total assets ($M) Participants Porter-Gaud School Defined Contribution Retirement Plan, Total assets ($M): 44.699289 · Participants: 359Porter-Gaud School Defined Contribution Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 722.418332 · Participants: 21288Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 476.250452 · Participants: 5671Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 291.360453 · Participants: 1000Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 187.311536 · Participants: 3539Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 145.61959 · Participants: 2092Tidelands Health 403(b) Retirement Savings Plan
Porter-Gaud School Defined Contribution Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants

Porter-Gaud School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Rutgers Preparatory School Defined Contribution Retirement Plan in NJ ($45M); by covered participants it is Piedmont University Tax Deferred Retirement Annuity P in GA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Porter-Gaud School Defined Contribution Retirement Plan assets move in 2022?
Porter-Gaud School Defined Contribution Retirement Plan pulled back noticeably - down 11.2% during 2022, from $50M to $45M. Reported net income was -$6M.
How have Porter-Gaud School plan assets changed over time?
Across 3 plan years on file (2022-2024), Porter-Gaud School's sponsor-wide assets grew 20.3%, from $45M to $54M.
Where does Porter-Gaud School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Porter-Gaud School Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Porter-Gaud School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Rutgers Preparatory School Defined Contribution Retirement Plan in NJ ($45M, 159 participants).
Which Other plans cover a similar participant headcount to Porter-Gaud School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Piedmont University Tax Deferred Retirement Annuity P in GA (359 participants, $40M in assets).