Other · DOL Form 5500 · 2022
Sidwell Friends School Retirement Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 285
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $244,524
- Avg per participant Above avg balance/head
Official DOL plan name: Sidwell Friends School Defined Contribution Retirement Plan · Sponsored by Sidwell Friends School · District of Columbia · Educational Services
$70M in assets, 285 participants
Sidwell Friends School's Sidwell Friends School Defined Contribution Retirement Plan reported $70M in total assets and 285 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,319 in Educational Services (4,024 peers)
Coverage in District of Columbia
Sidwell Friends School Defined Contribution Retirement Plan covers 285 participants in District of Columbia, about 20% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $70M.
- #3,319
- in Educational Services (4,024 peers)
- -14.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sidwell Friends School Defined Contribution Retirement Plan's outsized position by total assets
Sidwell Friends School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$69,689,255 Top 9% higher than 91% 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
Sidwell Friends 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. Sidwell Friends School Defined Contribution Retirement Plan sits mid-pack in the medium band (285 participants).
Form 5500 schedule snapshot
Filing strip 530196519 · Sidwell Friends School PY 2022 · Other
Sidwell Friends School Defined Contribution Retirement Plan · $70M · 285 · 91st
- PART $70M
- TYPE 285
- NET 91st
- BOOK Other
- VS-ST near Abraham Joshua Heschel School Defined Contribution Retirement Plan
- BOY ind #3319
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 Defined Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$12M |
| Employer EIN | 530196519 |
| Plan Effective Date | 1948-10-01 |
| Filing Status | FILING 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
| 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.
- 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
Sidwell Friends School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Abraham Joshua Heschel School Defined Contribution Retirement Plan in NY ($70M); by covered participants it is Gilman School Defined Contribution Retirement Plan in MD (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Abraham Joshua Heschel School Defined Contribution Retirement Plan (NY) $70M · 253
- La Clinica De La Raza, Inc. 403(b) Plan (CA) $70M · 1,097
- Bancroft Defined Contribution Retirement Plan (NJ) $70M · 2,522
- Lycoming College Retirement Plan (PA) $69M · 328
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Gilman School Defined Contribution Retirement Plan (MD) 285 · 0 off
- Campus Auxiliary Services at Suny Geneseo 403(b) Tda Plan (NY) 285 · 0 off
- 403(b) Thrift Plan - the J (KS) 285 · 0 off
- Eocf 401(k) Retirement Savings Plan (WA) 285 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.