Other · DOL Form 5500 · 2022
Lowell School, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $131,597
- Avg per participant Near avg balance/head
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.
- #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.
- #2,254
- in Educational Services (4,024 peers)
- -17.8%
- assets change YoY
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.
Lowell School Defined Contribution Plan's outsized position by total assets
Lowell School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,660,027 Top 27% higher than 73% 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
Lowell School Defined Contribution 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. Lowell School Defined Contribution Plan sits mid-pack in the medium band (119 participants).
Form 5500 schedule snapshot
Filing strip 521220544 · Lowell School, Inc. PY 2022 · Other
Lowell School Defined Contribution Plan · $16M · 119 · 73rd
- NET $16M
- NET 119
- NET 73rd
- NET Other
- NET near 403(b) Thrift Plan of Family Service League, Inc.
- NET ind #2254
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 District of Columbia →
Lowell School Defined Contribution Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3M |
| Employer EIN | 521220544 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lowell School, Inc.)
Sponsor-wide plan assets over time
All Lowell School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Lowell School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is 403(b) Thrift Plan of Family Service League, Inc. in NY ($16M); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 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.