Other · DOL Form 5500 · 2022

Lowell School, Inc. Retirement Plan

Data updated 2026-08-11

$16M
Total assets
119
Participants
73rd
Percentile by assets
$131,597
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Lowell School Defined Contribution Plan · Sponsored by Lowell School, Inc. · District of Columbia · Educational Services

$16M in assets, 119 participants

Lowell School, Inc.'s Lowell School Defined Contribution Plan reported $16M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 139,126 plans)
  • #2,254 in Educational Services (4,024 peers)

Coverage in District of Columbia

Lowell School Defined Contribution Plan covers 119 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $16M.

$16M
total plan assets (2022 EOY)
119
covered participants
73rd
percentile by assets (of 139,126 plans)
$131,597
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Lowell School Defined Contribution Plan reports 119 participants - about 8% of that state average ($16M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN521220544
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lowell School, Inc.)

$-10M$0M$10M$20M$30M 202220232024 $15.7M $0M ▼ -100.0%
Total plan assets by year, all Lowell School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 119 $16M
2023 1 126 $19M
2024 1 126 N/A

Nearby Other Plans in District of Columbia

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

Lowell School Defined Contribution Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Lowell School Defined Contribution Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Lowell School Define…Int'l Brotherhood of…Georgetown Universit…American University …Howard University Sa…Georgetown Universit…
Lowell School Defined Contribution Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lowell School Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Lowell School Defined Contribution Plan assets move in 2022?
Lowell School Defined Contribution Plan declined sharply - down 17.8% during 2022, from $19M to $16M. Reported net income was -$3M.
Which Other plans are similar in size to Lowell School Defined Contribution Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Family Service League, Inc. in NY ($16M, 1,121 participants).

Next read for Lowell School Defined Contribution Plan

Filing takeaways

Ways to act on Lowell School Defined Contribution Plan's numbers.

  • By total assets, Lowell School Defined Contribution Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in District of Columbia. Compare plans