Other · DOL Form 5500 · 2022

Heathwood Hall Episcopal School Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
124
Participants Small participant base
75th
Percentile by assets National rank
$142,534
Avg per participant Near avg balance/head
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Official DOL plan name: Heathwood Hall Episcopal School Defined Contribution Plan · Sponsored by Heathwood Hall Episcopal School · South Carolina · Educational Services

$18M in assets, 124 participants

Heathwood Hall Episcopal School's Heathwood Hall Episcopal School Defined Contribution Plan reported $18M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,354 in Educational Services (4,024 peers)

Coverage in South Carolina

Heathwood Hall Episcopal School Defined Contribution Plan covers 124 participants in South Carolina, about 34% of the average South Carolina filer (state average ~369 per filing). Assets: $18M.

#2,354
in Educational Services (4,024 peers)
-13.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heathwood Hall Episcopal School Defined Contribution Plan's outsized position by total assets

Heathwood Hall Episcopal School Defined Contribution Plan vs every filed plan by assets

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

$17,674,187 Top 25% higher than 75% 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

Heathwood Hall Episcopal School 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. Heathwood Hall Episcopal School Defined Contribution Plan sits mid-pack in the medium band (124 participants).

Plan-year Form 5500 strip

Filing strip 570358065 · Heathwood Hall Episcopal School PY 2022 · Other

Heathwood Hall Episcopal School Defined Contribution Plan · $18M · 124 · 75th

  • SCH $18M
  • EBSA 124
  • PART 75th
  • TYPE Other
  • NET near Adhesives Research, Inc. Employee Stock Bonus Plan
  • BOOK ind #2354

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 South Carolina →

Heathwood Hall Episcopal School Defined Contribution Plan in the asset neighbourhood

Manlius Pebble Hill School 403(b) DC PlanManlius Pebble Hill School 4…$18MNative American Health Center Inc. 403(b) PlanNative American Health Cente…$18MHeathwood Hall Episcopal School Defined Contribution PlanHeathwood Hall Episcopal Sch…$18MAdhesives Research, Inc. Employee Stock Bonus PlanAdhesives Research, Inc. Emp…$18MPennsylvania Psychiatric Institute Retirement PlanPennsylvania Psychiatric Ins…$18M
End-of-year total assets ($M) among Heathwood Hall Episcopal School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN570358065
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heathwood Hall Episcopal School)

Sponsor-wide plan assets over time

All Heathwood Hall Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M$20M 20222023 $17.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 124 $18M
2023 1 141 N/A

Nearby Other Plans in South Carolina

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

Heathwood Hall Episcopal School Defined Contribution Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -2000200400600800 Total assets ($M) Participants Heathwood Hall Episcopal School Defined Contribution Plan, Total assets ($M): 17.674187 · Participants: 124Heathwood Hall Episcopal School Defined Contribution PlanPrisma Health 401(a) Plan, Total assets ($M): 722.418332 · Participants: 21288Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 476.250452 · Participants: 5671Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 291.360453 · Participants: 1000Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 187.311536 · Participants: 3539Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 145.61959 · Participants: 2092Tidelands Health 403(b) Retirement Savings Plan
Heathwood Hall Episcopal School Defined Contribution Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Heathwood Hall Episcopal School Defined Contribution Plan side-by-side with 3 peers →

Heathwood Hall Episcopal School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Adhesives Research, Inc. Employee Stock Bonus Plan in PA ($18M); by covered participants it is Town School for Boys DC Retirement Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Heathwood Hall Episcopal School Defined Contribution Plan assets move in 2022? ▼
Heathwood Hall Episcopal School Defined Contribution Plan pulled back noticeably - down 13.8% during 2022, from $21M to $18M. Reported net income was -$3M.
Where does Heathwood Hall Episcopal School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Heathwood Hall Episcopal School Defined Contribution Plan ranks in the 75th 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 Heathwood Hall Episcopal School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Adhesives Research, Inc. Employee Stock Bonus Plan in PA ($18M, 261 participants).
Which Other plans cover a similar participant headcount to Heathwood Hall Episcopal School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Town School for Boys DC Retirement Plan in CA (124 participants, $33M 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 570358065.

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.