Other · DOL Form 5500 · 2022

Shipley School Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
204
Participants Below avg headcount
87th
Percentile by assets National rank
$216,103
Avg per participant Above avg balance/head
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Official DOL plan name: Shipley School Defined Contribution Retirement Pla · Sponsored by Shipley School · Pennsylvania · Educational Services

$44M in assets, 204 participants

Shipley School's Shipley School Defined Contribution Retirement Pla reported $44M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,053 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Shipley School Defined Contribution Retirement Pla covers 204 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $44M.

#3,053
in Educational Services (4,024 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shipley School Defined Contribution Retirement Pla's outsized position by total assets

Shipley School Defined Contribution Retirement Pla vs every filed plan by assets

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

$44,085,074 Top 13% higher than 87% 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

Shipley School Defined Contribution Retirement Pla 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. Shipley School Defined Contribution Retirement Pla sits mid-pack in the medium band (204 participants).

DOL schedule card

Filing strip 231352677 · Shipley School PY 2022 · Other

Shipley School Defined Contribution Retirement Pla · $44M · 204 · 87th

  • SCH $44M
  • EBSA 204
  • PART 87th
  • TYPE Other
  • NET near The Park School Defined Contribution Retirement Plan
  • BOOK ind #3053

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 →

Shipley School Defined Contribution Retirement Pla in the asset neighbourhood

Ringling College of Art and Design Retirement PlanRingling College of Art and …$44MOup USA Tax Deferred Annuity PlanOup USA Tax Deferred Annuity…$44MShipley School Defined Contribution Retirement PlaShipley School Defined Contr…$44MThe Park School Defined Contribution Retirement PlanThe Park School Defined Cont…$44MAmerican Society for Technion Defined Contribution PlanAmerican Society for Technio…$44M
End-of-year total assets ($M) among Shipley School Defined Contribution Retirement Pla and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$44M
Net Income-$7M
Employer EIN231352677
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shipley School)

Sponsor-wide plan assets over time

All Shipley School plans reported in each filing year

Latest sponsor-wide plan assets
$53M 19.303687683500314% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.1M $52.6M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 204 $44M
2023 1 394 $49M
2024 1 389 $53M

Nearby Other Plans in Pennsylvania

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

Shipley School Defined Contribution Retirement Pla vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Shipley School Defined Contribution Retirement Pla, Total assets ($B): 0.044085074 · Participants: 204Shipley School Defined Contribution Retirement PlaThe 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
Shipley School Defined Contribution Retirement Pla vs. nearby Other plans in Pennsylvania, assets vs. participants

Shipley School Defined Contribution Retirement Pla's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Park School Defined Contribution Retirement Plan in MA ($44M); by covered participants it is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Shipley School Defined Contribution Retirement Pla assets move in 2022?
Shipley School Defined Contribution Retirement Pla pulled back noticeably - down 13.6% during 2022, from $51M to $44M. Reported net income was -$7M.
How have Shipley School plan assets changed over time?
Across 3 plan years on file (2022-2024), Shipley School's sponsor-wide assets grew 19.3%, from $44M to $53M.
Where does Shipley School Defined Contribution Retirement Pla rank by assets among Form 5500 filers?
Shipley School Defined Contribution Retirement Pla ranks in the 87th 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 Shipley School Defined Contribution Retirement Pla?
Among Other plans in other states, the closest by assets is The Park School Defined Contribution Retirement Plan in MA ($44M, 183 participants).
Which Other plans cover a similar participant headcount to Shipley School Defined Contribution Retirement Pla?
Among Other plans in other states, the closest by covered participants is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants, $12M in assets).