Other · DOL Form 5500 · 2022
The Ellis School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $212,026
- Avg per participant Above avg balance/head
Official DOL plan name: The Ellis School Defined Contribution Retirement Plan · Sponsored by The Ellis School · Pennsylvania · Educational Services
$24M in assets, 113 participants
The Ellis School's The Ellis School Defined Contribution Retirement Plan reported $24M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #2,591 in Educational Services (4,024 peers)
Coverage in Pennsylvania
The Ellis School Defined Contribution Retirement Plan covers 113 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.
- #2,591
- in Educational Services (4,024 peers)
- -14.0%
- 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 Ellis School Defined Contribution Retirement Plan's outsized position by total assets
The Ellis School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,958,922 Top 20% higher than 80% 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 Ellis 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. The Ellis School Defined Contribution Retirement Plan sits mid-pack in the medium band (113 participants).
DOL schedule card
Filing strip 250965329 · The Ellis School PY 2022 · Other
The Ellis School Defined Contribution Retirement Plan · $24M · 113 · 80th
- PHOTO $24M
- IND 113
- EOY 80th
- 5500 Other
- ASSETS near National Baseball Hall of Fame and Museum Inc. Retirement Plan
- PCT ind #2591
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 →
The Ellis School Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 250965329 |
| Plan Effective Date | 1947-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ellis School)
Sponsor-wide plan assets over time
All The Ellis School plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 17.821523856540793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $24M |
| 2023 | 1 | 122 | $26M |
| 2024 | 1 | 126 | $28M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
The Ellis School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is National Baseball Hall of Fame and Museum Inc. Retirement Plan in NY ($24M); by covered participants it is Cheshire Academy 403(b) DC and Tda Retirement Plan in CT (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Cheshire Academy 403(b) DC and Tda Retirement Plan (CT) 113 · 0 off
- Greenhills School Retirement Plan (MI) 113 · 0 off
- Foote School DC Retirement Plan (CT) 113 · 0 off
- Smw Engineering Group, Inc. 401(k) Plan (AL) 113 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.