Other · DOL Form 5500 · 2022

Sidwell Friends School Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
174
Participants Small participant base
84th
Percentile by assets National rank
$193,616
Avg per participant Above avg balance/head
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Official DOL plan name: Sidwell Friends School Tax Deferred Annuity Plan · Sponsored by Sidwell Friends School · District of Columbia · Educational Services

$34M in assets, 174 participants

Sidwell Friends School's Sidwell Friends School Tax Deferred Annuity Plan reported $34M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,843 in Educational Services (4,024 peers)

Coverage in District of Columbia

Sidwell Friends School Tax Deferred Annuity Plan covers 174 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $34M.

#2,843
in Educational Services (4,024 peers)
-13.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sidwell Friends School Tax Deferred Annuity Plan's outsized position by total assets

Sidwell Friends School Tax Deferred Annuity Plan vs every filed plan by assets

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

$33,689,196 Top 16% higher than 84% 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

Sidwell Friends School Tax Deferred Annuity 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. Sidwell Friends School Tax Deferred Annuity Plan sits mid-pack in the medium band (174 participants).

EBSA filing schedule strip

Filing strip 530196519 · Sidwell Friends School PY 2022 · Other

Sidwell Friends School Tax Deferred Annuity Plan · $34M · 174 · 84th

  • 5500 $34M
  • ASSETS 174
  • PCT 84th
  • EIN Other
  • RANK near Retirement Plan for Employees of Kintegra Health
  • PHOTO ind #2843

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 →

Sidwell Friends School Tax Deferred Annuity Plan in the asset neighbourhood

Sheet Metal Workers Local No.83 Annuity FundSheet Metal Workers Local No…$34MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$34MSidwell Friends School Tax Deferred Annuity PlanSidwell Friends School Tax D…$34MRetirement Plan for Employees of Kintegra HealthRetirement Plan for Employee…$34MMargaret Mary Health Savings PlanMargaret Mary Health Savings…$34M
End-of-year total assets ($M) among Sidwell Friends School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN530196519
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sidwell Friends School)

Sponsor-wide plan assets over time

All Sidwell Friends School plans reported in each filing year

Latest sponsor-wide plan assets
$128M 23.418859313339876% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $103M $128M ▲ +23.4%
Year Plans Participants Total Assets
2022 2 459 $103M
2023 2 422 $117M
2024 3 608 $128M

Nearby Other Plans in District of Columbia

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

Sidwell Friends School Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Sidwell Friends School Tax Deferred Annuity Plan, Total assets ($B): 0.033689196 · Participants: 174Sidwell Friends School Tax Deferred Annuity PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 1.973536433 · Participants: 4918Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.141643477 · Participants: 2632American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.010943324 · Participants: 5159Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.741393379 · Participants: 13020Georgetown University Voluntary Contribution Retirement Plan
Sidwell Friends School Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Sidwell Friends School Tax Deferred Annuity Plan side-by-side with 3 peers →

Sidwell Friends School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Retirement Plan for Employees of Kintegra Health in NC ($34M); by covered participants it is Mountain Family Health Centers 403b Plan in CO (174 participants). Same-state nearby plans are listed separately above.

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 Sidwell Friends School Tax Deferred Annuity Plan assets move in 2022? ▼
Sidwell Friends School Tax Deferred Annuity Plan pulled back noticeably - down 13.6% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Sidwell Friends School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sidwell Friends School's sponsor-wide assets grew 23.4%, from $103M to $128M.
Where does Sidwell Friends School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Sidwell Friends School Tax Deferred Annuity Plan ranks in the 84th 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 Sidwell Friends School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for Employees of Kintegra Health in NC ($34M, 718 participants).
Which Other plans cover a similar participant headcount to Sidwell Friends School Tax Deferred Annuity 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 530196519.

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.