Other · DOL Form 5500 · 2022

Episcopal High School Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
174
Participants Small participant base
89th
Percentile by assets National rank
$315,511
Avg per participant High balance/head
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Official DOL plan name: Episcopal High School Defined Contribution Retirement Plan · Sponsored by Episcopal High School · Virginia · Other Services

$55M in assets, 174 participants

Episcopal High School's Episcopal High School Defined Contribution Retirement Plan reported $55M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,998 in Other Services (8,398 peers)

Coverage in Virginia

Episcopal High School Defined Contribution Retirement Plan covers 174 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $55M.

#7,998
in Other Services (8,398 peers)
-15.0%
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.

Episcopal High School Defined Contribution Retirement Plan's outsized position by total assets

Episcopal High School Defined Contribution Retirement Plan vs every filed plan by assets

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

$54,898,834 Top 11% higher than 89% 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

Episcopal High School Defined Contribution 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. Episcopal High School Defined Contribution Retirement Plan sits mid-pack in the medium band (174 participants).

DOL schedule card

Filing strip 540506326 · Episcopal High School PY 2022 · Other

Episcopal High School Defined Contribution Retirement Plan · $55M · 174 · 89th

  • EIN $55M
  • RANK 174
  • PHOTO 89th
  • IND Other
  • EOY near Carti Tax Sheltered Annuity Plan
  • 5500 ind #7998

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 Other Services retirement plans → · Plans in Virginia →

Episcopal High School Defined Contribution Retirement Plan in the asset neighbourhood

Brooks School DC Retirement PlanBrooks School DC Retirement …$55MEpiscopal High School Defined Contribution Retirement PlanEpiscopal High School Define…$55MCarti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$55MAstm Tax Sheltered Savings PlanAstm Tax Sheltered Savings P…$55MInterfaith Medical Center 403(b) Retirement PlanInterfaith Medical Center 40…$55M
End-of-year total assets ($M) among Episcopal High School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$55M
Net Income-$10M
Employer EIN540506326
Plan Effective Date1945-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal High School)

Sponsor-wide plan assets over time

All Episcopal High School plans reported in each filing year

Latest sponsor-wide plan assets
$72M 30.46986936006692% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.9M $71.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 174 $55M
2023 1 178 $66M
2024 1 195 $72M

Nearby Other Plans in Virginia

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

Episcopal High School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Episcopal High School Defined Contribution Retirement Plan, Total assets ($B): 0.054898834 · Participants: 174Episcopal High School Defined Contribution Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Episcopal High School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Episcopal High School Defined Contribution Retirement Plan side-by-side with 3 peers →

Episcopal High School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Carti Tax Sheltered Annuity Plan in AR ($55M); by covered participants it is Mountain Family Health Centers 403b Plan in CO (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Episcopal High School Defined Contribution Retirement Plan assets move in 2022? ▼
Episcopal High School Defined Contribution Retirement Plan pulled back noticeably - down 15.0% during 2022, from $65M to $55M. Reported net income was -$10M.
How have Episcopal High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal High School's sponsor-wide assets grew 30.5%, from $55M to $72M.
Where does Episcopal High School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Episcopal High School Defined Contribution Retirement Plan ranks in the 89th 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 Episcopal High School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carti Tax Sheltered Annuity Plan in AR ($55M, 856 participants).
Which Other plans cover a similar participant headcount to Episcopal High School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mountain Family Health Centers 403b Plan in CO (174 participants, $5M 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 540506326.

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.