Profit Sharing · DOL Form 5500 · 2022

The Episcopal Academy Profit Sharing Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
350
Participants Below avg headcount
83rd
Percentile by assets National rank
$90,362
Avg per participant Below avg balance/head
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Official DOL plan name: The Episcopal Academy 401(a) Defined Contribution Retirement Plan · Sponsored by The Episcopal Academy · Pennsylvania · Educational Services

$32M in assets, 350 participants

The Episcopal Academy's The Episcopal Academy 401(a) Defined Contribution Retirement Plan reported $32M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,808 in Educational Services (4,024 peers)

Coverage in Pennsylvania

The Episcopal Academy 401(a) Defined Contribution Retirement Plan covers 350 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#2,808
in Educational Services (4,024 peers)
-14.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Episcopal Academy 401(a) Defined Contribution Retirement Plan's outsized position by total assets

The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs every filed plan by assets

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

$31,626,598 Top 17% higher than 83% 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

The Episcopal Academy 401(a) 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. The Episcopal Academy 401(a) Defined Contribution Retirement Plan sits mid-pack in the medium band (350 participants).

Form 5500 schedule snapshot

Filing strip 231370500 · The Episcopal Academy PY 2022 · Profit Sharing

The Episcopal Academy 401(a) Defined Contribution Retirement Plan · $32M · 350 · 83rd

  • 5500 $32M
  • ASSETS 350
  • PCT 83rd
  • EIN Profit Sharing
  • RANK near Amended & Restated Profit Sharing Plan of Midwest Pms
  • PHOTO ind #2808

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 →

The Episcopal Academy 401(a) Defined Contribution Retirement Plan in the asset neighbourhood

Eclc of New Jersey Retirement PlanEclc of New Jersey Retiremen…$32MAmended & Restated Profit Sharing Plan of Midwest PmsAmended & Restated Profit Sh…$32MThe Episcopal Academy 401(a) Defined Contribution Retirement PlanThe Episcopal Academy 401(a)…$32MChild Trends 403(b) Plan$32MSeattle Academy of Arts and Sciences 403(b) Retirement PlanSeattle Academy of Arts and …$32M
End-of-year total assets ($M) among The Episcopal Academy 401(a) Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN231370500
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Episcopal Academy)

Sponsor-wide plan assets over time

All The Episcopal Academy plans reported in each filing year

Latest sponsor-wide plan assets
$101M 34.458242362217575% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.2M $101M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 665 $75M
2023 2 717 $89M
2024 2 733 $101M

Nearby Profit Sharing Plans in Pennsylvania

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

The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants The Episcopal Academy 401(a) Defined Contribution Retirement Plan, Total assets ($B): 0.031626598 · Participants: 350The Episcopal Academy 401(a) Defined Contribution Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare The Episcopal Academy 401(a) Defined Contribution Retirement Plan side-by-side with 3 peers →

The Episcopal Academy 401(a) Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Amended & Restated Profit Sharing Plan of Midwest Pms in CO ($32M); by covered participants it is The Contractors Retirement Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 The Episcopal Academy 401(a) Defined Contribution Retirement Plan assets move in 2022? ▼
The Episcopal Academy 401(a) Defined Contribution Retirement Plan pulled back noticeably - down 14.3% during 2022, from $37M to $32M. Reported net income was -$5M.
How have The Episcopal Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Episcopal Academy's sponsor-wide assets grew 34.5%, from $75M to $101M.
Where does The Episcopal Academy 401(a) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Episcopal Academy 401(a) Defined Contribution Retirement Plan ranks in the 83rd 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 Profit Sharing plans are similar in size to The Episcopal Academy 401(a) Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Amended & Restated Profit Sharing Plan of Midwest Pms in CO ($32M, 125 participants).
Which Profit Sharing plans cover a similar participant headcount to The Episcopal Academy 401(a) Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Contractors Retirement Plan in CA (351 participants, $3M 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 231370500.

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.