Other · DOL Form 5500 · 2022

Shady Side Academy Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
272
Participants Below avg headcount
90th
Percentile by assets National rank
$236,447
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shady Side Academy Retirement Plan · Sponsored by Shady Side Academy · Pennsylvania · Educational Services

$64M in assets, 272 participants

Shady Side Academy's Shady Side Academy Retirement Plan reported $64M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,274 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Shady Side Academy Retirement Plan covers 272 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $64M.

#3,274
in Educational Services (4,024 peers)
-13.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shady Side Academy Retirement Plan's outsized position by total assets

Shady Side Academy Retirement Plan vs every filed plan by assets

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

$64,313,576 Top 10% higher than 90% 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

Shady Side Academy 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. Shady Side Academy Retirement Plan sits mid-pack in the medium band (272 participants).

DOL schedule card

Filing strip 250965561 · Shady Side Academy PY 2022 · Other

Shady Side Academy Retirement Plan · $64M · 272 · 90th

  • EBSA $64M
  • PART 272
  • TYPE 90th
  • NET Other
  • BOOK near Baylor School DC Plan
  • VS-ST ind #3274

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 →

Shady Side Academy Retirement Plan in the asset neighbourhood

California Western School of Law Defined Contribution Retirement PlanCalifornia Western School of…$64MBaylor School DC Plan$64MShady Side Academy Retirement PlanShady Side Academy Retiremen…$64MSimpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$64MWoodberry Forest School Defined Contribution Retirement PlanWoodberry Forest School Defi…$64M
End-of-year total assets ($M) among Shady Side Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$64M
Net Income-$10M
Employer EIN250965561
Plan Effective Date1945-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shady Side Academy)

Sponsor-wide plan assets over time

All Shady Side Academy plans reported in each filing year

Latest sponsor-wide plan assets
$75M 16.878358622136016% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.3M $75.2M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 272 $64M
2023 1 290 $70M
2024 1 300 $75M

Nearby Other Plans in Pennsylvania

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

Shady Side Academy Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Shady Side Academy Retirement Plan, Total assets ($B): 0.064313576 · Participants: 272Shady Side Academy Retirement 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
Shady Side Academy Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Shady Side Academy Retirement Plan side-by-side with 3 peers →

Shady Side Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Baylor School DC Plan in TN ($64M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Shady Side Academy Retirement Plan assets move in 2022? ▼
Shady Side Academy Retirement Plan pulled back noticeably - down 13.6% during 2022, from $74M to $64M. Reported net income was -$10M.
How have Shady Side Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shady Side Academy's sponsor-wide assets grew 16.9%, from $64M to $75M.
Where does Shady Side Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Shady Side Academy Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Shady Side Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Baylor School DC Plan in TN ($64M, 282 participants).
Which Other plans cover a similar participant headcount to Shady Side Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants, $19M 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 250965561.

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.