Other · DOL Form 5500 · 2022
The Independence School, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $207,417
- Avg per participant Above avg balance/head
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.
- #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.
- #2,401
- in Educational Services (4,024 peers)
- -16.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
The Independence School, Inc. 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Independence School, Inc. 403(b) 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 Independence School, Inc. 403(b) Plan is a small filing (91 participants) on this national headcount ladder.
DOL schedule card
Filing strip 510225189 · The Independence School, Inc. PY 2022 · Other
The Independence School, Inc. 403(b) Plan · $19M · 91 · 76th
- ASSETS $19M
- ASSETS 91
- ASSETS 76th
- ASSETS Other
- ASSETS near Wellington School DC Retirement Plan
- ASSETS ind #2401
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 Delaware →
The Independence School, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 510225189 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Independence School, Inc.)
Sponsor-wide plan assets over time
All The Independence School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 20.445444169994975% vs 2022
- 2024 filing year
| 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.
- Christiana Care 403(b) Plan $1.5B · 13,222
- Beebe Medical Center Retirement Plus Plan $184M · 2,710
- Wilmington University 403(b) DC Plan $94M · 2,176
- Tower Hill School Defined Contribution Retirement Plan $57M · 178
- The Kendal Corporation 403(b) Plan $51M · 2,213
The Independence School, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Delaware, the nearest Other by assets is Wellington School DC Retirement Plan in OH ($19M); by covered participants it is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.