Other · DOL Form 5500 · 2022
The Gregory School Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $115,586
- Avg per participant Below avg balance/head
Official DOL plan name: The Gregory School 403(b) DC Retirement Plan · Sponsored by The Gregory School · Arizona · Educational Services
$8M in assets, 72 participants
The Gregory School's The Gregory School 403(b) DC Retirement Plan reported $8M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #1,782 in Educational Services (4,024 peers)
The Gregory School multi-year trail
The Gregory School's plans moved +33.2% in assets from 2022 to 2024; this filing shows The Gregory School 403(b) DC Retirement Plan at $8M / 72 participants.
- #1,782
- in Educational Services (4,024 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $823K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Gregory School 403(b) DC Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Gregory School 403(b) DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,322,169 Top 39% higher than 61% 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
The Gregory School 403(b) DC Retirement 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. The Gregory School 403(b) DC Retirement Plan is a small filing (72 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 860374130 · The Gregory School PY 2022 · Other
The Gregory School 403(b) DC Retirement Plan · $8M · 72 · 61st
- VS-ST $8M
- BOY 72
- SCH 61st
- EBSA Other
- PART near Generation US Retirement Plan
- TYPE ind #1782
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 Arizona →
The Gregory School 403(b) DC Retirement Plan in the asset neighbourhood
The Gregory School multi-year asset trail
Sponsor-wide plan assets over time
All The Gregory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.18947260023199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $8M |
| 2023 | 1 | 83 | $10M |
| 2024 | 1 | 82 | $11M |
The Gregory School filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$823K |
| Employer EIN | 860374130 |
| Plan Effective Date | 1980-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
The Gregory School 403(b) DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Generation US Retirement Plan in ME ($8M); by covered participants it is Gateway School Defined Contribution Retirement Plan in NY (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Generation US Retirement Plan (ME) $8M · 174
- Kenneth Young Center 403(b) Plan (IL) $8M · 241
- Medical Care Development, Inc. 403(b) Plan (ME) $8M · 155
- Creoks Mental Health Services 403(b) Plan (OK) $8M · 656
Similar participant headcount
Nearest other-state filings by covered participants (72 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.