Other · DOL Form 5500 · 2022
Holy Innocents' Episcopal School, Inc. Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 257
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $203,030
- Avg per participant Above avg balance/head
Official DOL plan name: Holy Innocents' Episcopal School 403(b) Plan · Sponsored by Holy Innocents' Episcopal School, Inc. · Georgia · Educational Services
$52M in assets, 257 participants
Holy Innocents' Episcopal School, Inc.'s Holy Innocents' Episcopal School 403(b) Plan reported $52M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #3,154 in Educational Services (4,024 peers)
Coverage in Georgia
Holy Innocents' Episcopal School 403(b) Plan covers 257 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $52M.
- #3,154
- in Educational Services (4,024 peers)
- -14.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holy Innocents' Episcopal School 403(b) Plan's outsized position by total assets
Holy Innocents' Episcopal School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$52,178,789 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Holy Innocents' Episcopal School 403(b) 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. Holy Innocents' Episcopal School 403(b) Plan sits mid-pack in the medium band (257 participants).
Plan-year Form 5500 strip
Filing strip 581120296 · Holy Innocents' Episcopal School, Inc. PY 2022 · Other
Holy Innocents' Episcopal School 403(b) Plan · $52M · 257 · 88th
- RANK $52M
- RANK 257
- RANK 88th
- RANK Other
- RANK near Longwood Gardens 403(b) Employer Match Retirement Plan
- RANK ind #3154
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 Georgia →
Holy Innocents' Episcopal School 403(b) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$9M |
| Employer EIN | 581120296 |
| Plan Effective Date | 1970-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holy Innocents' Episcopal School, Inc.)
Sponsor-wide plan assets over time
All Holy Innocents' Episcopal School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 28.57030468836676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $52M |
| 2023 | 1 | 266 | $60M |
| 2024 | 1 | 263 | $67M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $1.7B · 24,566
- Northside Hospital 403(b) Retirement Plan $1.2B · 25,169
- Childrens Healthcare of Atlanta Inc Share Plan $1.0B · 12,262
- IBEW Local 613 Defined Contribution Pension Plan $582M · 5,837
- Mercer University Defined Contribution Retirement Plan $454M · 1,982
Holy Innocents' Episcopal School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Longwood Gardens 403(b) Employer Match Retirement Plan in PA ($52M); by covered participants it is Valley Family Health Care, Inc. 403(b) Plan in ID (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Valley Family Health Care, Inc. 403(b) Plan (ID) 257 · 0 off
- Pcc Community Wellness Center 403(b) Plan (IL) 257 · 0 off
- The House of the Good Shepherd 403(b) Thrift Plan (NY) 257 · 0 off
- The Corporate Source, Inc. 403(b) Plan (NY) 257 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.