Other · DOL Form 5500 · 2022

Germantown Academy Retirement Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
296
Participants Below avg headcount
92nd
Percentile by assets National rank
$274,946
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Germantown Academy Defined Contribution Plan · Sponsored by Germantown Academy · Pennsylvania · Educational Services

$81M in assets, 296 participants

Germantown Academy's Germantown Academy Defined Contribution Plan reported $81M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,403 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Germantown Academy Defined Contribution Plan covers 296 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $81M.

#3,403
in Educational Services (4,024 peers)
-13.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Germantown Academy Defined Contribution Plan's outsized position by total assets

Germantown Academy Defined Contribution Plan vs every filed plan by assets

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

$81,384,035 Top 8% higher than 92% 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

Germantown Academy 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. Germantown Academy Defined Contribution Plan sits mid-pack in the medium band (296 participants).

Published 5500 schedule card

Filing strip 231352639 · Germantown Academy PY 2022 · Other

Germantown Academy Defined Contribution Plan · $81M · 296 · 92nd

  • PCT $81M
  • PCT 296
  • PCT 92nd
  • PCT Other
  • PCT near Dominican University of California DC Retirement Plan
  • PCT ind #3403

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 →

Germantown Academy Defined Contribution Plan in the asset neighbourhood

Albany College of Pharmacy and Health Sciences 403(b) PlanAlbany College of Pharmacy a…$82MDominican University of California DC Retirement PlanDominican University of Cali…$81MGermantown Academy Defined Contribution PlanGermantown Academy Defined C…$81MRetirement Plus of Memorial Health System HospitalsRetirement Plus of Memorial …$81MFrontier Science and Technology Research Foundation, Inc. Retirement PlanFrontier Science and Technol…$81M
End-of-year total assets ($M) among Germantown Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$81M
Net Income-$13M
Employer EIN231352639
Plan Effective Date1972-06-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Germantown Academy)

Sponsor-wide plan assets over time

All Germantown Academy plans reported in each filing year

Latest sponsor-wide plan assets
$102M 25.2432200000897% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.4M $102M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 296 $81M
2023 1 297 $92M
2024 1 311 $102M

Nearby Other Plans in Pennsylvania

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

Germantown Academy Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Germantown Academy Defined Contribution Plan, Total assets ($B): 0.081384035 · Participants: 296Germantown Academy Defined Contribution PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Germantown Academy Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Germantown Academy Defined Contribution Plan side-by-side with 3 peers →

Germantown Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Dominican University of California DC Retirement Plan in CA ($81M); by covered participants it is Oaks Christian School 403(b) Plan in CA (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Germantown Academy Defined Contribution Plan assets move in 2022? ▼
Germantown Academy Defined Contribution Plan pulled back noticeably - down 13.6% during 2022, from $94M to $81M. Reported net income was -$13M.
How have Germantown Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Germantown Academy's sponsor-wide assets grew 25.2%, from $81M to $102M.
Where does Germantown Academy Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Germantown Academy Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Germantown Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Dominican University of California DC Retirement Plan in CA ($81M, 717 participants).
Which Other plans cover a similar participant headcount to Germantown Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Oaks Christian School 403(b) Plan in CA (296 participants, $30M 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 231352639.

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.