Other · DOL Form 5500 · 2022
Sewickley Academy Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $126,390
- Avg per participant Near avg balance/head
Official DOL plan name: Sewickley Academy Tda Plan · Sponsored by Sewickley Academy · Pennsylvania · Educational Services
$11M in assets, 90 participants
Sewickley Academy's Sewickley Academy Tda Plan reported $11M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #1,997 in Educational Services (4,024 peers)
2022 asset change
Sewickley Academy Tda Plan pulled back noticeably 12.7% in 2022 ($13M → $11M) for 90 participants.
- #1,997
- in Educational Services (4,024 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sewickley Academy Tda Plan's outsized position by total assets
Sewickley Academy Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,375,075 Top 33% higher than 67% 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
Sewickley Academy Tda Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sewickley Academy Tda Plan is a small filing (90 participants) on this national headcount ladder.
DOL schedule card
Filing strip 250965558 · Sewickley Academy PY 2022 · Other
Sewickley Academy Tda Plan · $11M · 90 · 67th
- PCT $11M
- EIN 90
- RANK 67th
- PHOTO Other
- IND near Aspiranet 403(b) Plan
- EOY ind #1997
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 →
Sewickley Academy Tda Plan in the asset neighbourhood
Sewickley Academy years around the 2022 move
Sponsor-wide plan assets over time
All Sewickley Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 5.564353516894667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 250 | $40M |
| 2023 | 2 | 252 | $43M |
| 2024 | 1 | 155 | $42M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 250965558 |
| Plan Effective Date | 1948-02-13 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Sewickley Academy Tda Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Aspiranet 403(b) Plan in CA ($11M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 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.