Other · DOL Form 5500 · 2022

Elsie Whitlow Stokes Community Freedom Public Charter School Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
96
Participants Small participant base
31st
Percentile by assets National rank
$17,757
Avg per participant Low balance/head
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Official DOL plan name: Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan · Sponsored by Elsie Whitlow Stokes Community Freedom Public Charter School · District of Columbia · Educational Services

$2M in assets, 96 participants

Elsie Whitlow Stokes Community Freedom Public Charter School's Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan reported $2M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #859 in Educational Services (4,024 peers)

Elsie Whitlow Stokes Community Freedom Public Charter School multi-year trail

Elsie Whitlow Stokes Community Freedom Public Charter School's plans moved +44.7% in assets from 2022 to 2024; this filing shows Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan at $2M / 96 participants.

#859
in Educational Services (4,024 peers)
-3.2%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan among the smaller filed plans by assets

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan vs every filed plan by assets

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

$1,704,702 31st percentile higher than 31% 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

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement 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. Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan is a small filing (96 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 522094777 · Elsie Whitlow Stokes Community Freedom Public Charter School PY 2022 · Other

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan · $2M · 96 · 31st

  • BOY $2M
  • BOY 96
  • BOY 31st
  • BOY Other
  • BOY near Cge, Inc. Profit Sharing Plan
  • BOY ind #859

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 →

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan in the asset neighbourhood

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement PlanElsie Whitlow Stokes Communi…$2MCge, Inc. Profit Sharing Plan$2M403(b) Thrift Plan of Alliance Center for Education, Inc.403(b) Thrift Plan of Allian…$2MPine Haven Boys Center DC Retirement PlanPine Haven Boys Center DC Re…$2MCommunity Chest, Inc$2M
End-of-year total assets ($M) among Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Elsie Whitlow Stokes Community Freedom Public Charter School multi-year asset trail

Sponsor-wide plan assets over time

All Elsie Whitlow Stokes Community Freedom Public Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.66230971637966% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.38M $6.34M ▲ +44.7%
Year Plans Participants Total Assets
2022 2 227 $4M
2023 2 316 $5M
2024 2 342 $6M

Elsie Whitlow Stokes Community Freedom Public Charter School filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$56K
Employer EIN522094777
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in District of Columbia

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

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan, Total assets ($B): 0.001704702 · Participants: 96Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement 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
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Cge, Inc. Profit Sharing Plan in GA ($2M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (96 participants). Same-state nearby plans are listed separately above.

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 Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan assets move in 2022?
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan edged down modestly - down 3.2% during 2022, from $2M to $2M. Reported net income was -$56K.
How have Elsie Whitlow Stokes Community Freedom Public Charter School plan assets changed over time?
Across 3 plan years on file (2022-2024), Elsie Whitlow Stokes Community Freedom Public Charter School's sponsor-wide assets grew 44.7%, from $4M to $6M.
Which Other plans are similar in size to Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan?
Among Other plans in other states, the closest by assets is Cge, Inc. Profit Sharing Plan in GA ($2M, 5 participants).
Which Other plans cover a similar participant headcount to Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan?
Among Other plans in other states, the closest by covered participants is Solebury School Defined Contribution and Tda Plan in PA (96 participants, $17M in assets).