Other · DOL Form 5500 · 2022

The Independence School, Inc. Retirement Plan

Data updated 2026-08-11

$19M
Total assets
91
Participants
76th
Percentile by assets
$207,417
Avg per participant
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Official DOL plan name: The Independence School, Inc. 403(b) Plan · Sponsored by The Independence School, Inc. · Delaware · Educational Services

$19M in assets, 91 participants

The Independence School, Inc.'s The Independence School, Inc. 403(b) Plan reported $19M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #2,401 in Educational Services (4,024 peers)

Where The Independence School, Inc. 403(b) Plan sits by assets

The Independence School, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $19M for 91 participants (~$207,417/participant), down 16.6% in 2022.

$19M
total plan assets (2022 EOY)
91
covered participants
76th
percentile by assets (of 139,126 plans)
$207,417
avg assets per participant

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.

Where The Independence School, Inc. 403(b) Plan sits by total assets

The Independence School, Inc. 403(b) Plan vs every filed plan by assets

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

$18,874,958 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Delaware
Industry
Educational Services

The Independence School, Inc. 403(b) Plan vs the 2022 asset distribution

By assets, The Independence School, Inc. 403(b) Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN510225189
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Independence School, Inc.)

$18M$20M$22M$24M 202220232024 $18.9M $22.7M ▲ +20.5%
Total plan assets by year, all The Independence School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 91 $19M
2023 1 94 $21M
2024 1 104 $23M

Nearby Other Plans in Delaware

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

The Independence School, Inc. 403(b) Plan vs. nearby Other plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants The Independence Sch…, Total assets ($B): 0.018874958 · Participants: 91The Independence Sch…Christiana Care 403(…, Total assets ($B): 1.477012121 · Participants: 13222Christiana Care 403(…Beebe Medical Center…, Total assets ($B): 0.184127097 · Participants: 2710Beebe Medical Center…Wilmington Universit…, Total assets ($B): 0.094092066 · Participants: 2176Wilmington Universit…Tower Hill School De…, Total assets ($B): 0.057066345 · Participants: 178Tower Hill School De…The Kendal Corporati…, Total assets ($B): 0.050596114 · Participants: 2213The Kendal Corporati…
The Independence School, Inc. 403(b) Plan vs. nearby Other plans in Delaware, assets vs. participants
Compare The Independence School, Inc. 403(b) Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Independence School, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did The Independence School, Inc. 403(b) Plan assets move in 2022? ▼
The Independence School, Inc. 403(b) Plan declined sharply - down 16.6% during 2022, from $23M to $19M. Reported net income was -$4M.
How have The Independence School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Independence School, Inc.'s sponsor-wide assets grew 20.4%, from $19M to $23M.
Where does The Independence School, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
The Independence School, Inc. 403(b) Plan ranks in the 76th 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 The Independence School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Wellington School DC Retirement Plan in OH ($19M, 116 participants).

Next read for The Independence School, Inc. 403(b) Pla…

Scale reading

Ways to act on The Independence School, Inc. 403(b) Plan's numbers.

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 510225189.

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.