Profit Sharing · DOL Form 5500 · 2022
The Episcopal Academy Profit Sharing Plan
Data updated 2026-08-11
- $32M
- Total assets
- 350
- Participants
- 83rd
- Percentile by assets
- $90,362
- Avg per participant
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.
- 83rd percentile by assets (of 139,126 plans)
- #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.
- $32M
- total plan assets (2022 EOY)
- 350
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $90,362
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Episcopal Academy 401(a) Defined Contribution Retirement Plan reports 350 participants - about 43% of that state average ($32M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$5M |
| Employer EIN | 231370500 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Episcopal Academy)
| 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
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Episcopal Academy 401(a) Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Episcopal Academy 401(a) Defined Contribution Retirement Plan assets move in 2022? ▼
How have The Episcopal Academy plan assets changed over time? ▼
Where does The Episcopal Academy 401(a) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Episcopal Academy 401(a) Defined Contribution Retirement Plan? ▼
Next read for The Episcopal Academy 401(a) Defined Con…
Filing takeaways
Ways to act on The Episcopal Academy 401(a) Defined Contribution Retirement Plan's numbers.
- By total assets, The Episcopal Academy 401(a) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- The Episcopal Academy's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Educational Services plans