Other · DOL Form 5500 · 2022
Graduate School Retirement Plan
Data updated 2026-08-11
- $11M
- Total assets
- 102
- Participants
- 66th
- Percentile by assets
- $103,818
- Avg per participant
Official DOL plan name: Graduate School Tax Deferred Annuity Plan · Sponsored by Graduate School · District of Columbia · Educational Services
$11M in assets, 102 participants
Graduate School's Graduate School Tax Deferred Annuity Plan reported $11M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 139,126 plans)
- #1,957 in Educational Services (4,024 peers)
Coverage in District of Columbia
Graduate School Tax Deferred Annuity Plan covers 102 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $11M.
- $11M
- total plan assets (2022 EOY)
- 102
- covered participants
- 66th
- percentile by assets (of 139,126 plans)
- $103,818
- avg assets per participant
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.
Where Graduate School Tax Deferred Annuity Plan sits by total assets
Graduate School Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,589,475 Top 34% higher than 66% 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
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Graduate School Tax Deferred Annuity Plan reports 102 participants - about 7% of that state average ($11M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 264232788 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graduate School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $51M |
| 2023 | 2 | 8 | N/A |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Similar-Sized Other Plans Nationally
Other plans in other states closest to Graduate School Tax Deferred Annuity Plan by total assets, not by location.
- Employee Benefit Plan of Linxx Global Solutions, Inc. (VA) $11M · 385
- St. Andrews Presbyterian College DC Plan (FL) $11M · 93
- Zufall Health Center 403(b) Plan (NJ) $11M · 337
- Bamsi 403(b) Retirement Plan (MA) $11M · 1,571
Frequently Asked Questions
How did Graduate School Tax Deferred Annuity Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Graduate School Tax Deferred Annuity Plan's numbers.
- By total assets, Graduate School Tax Deferred Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in District of Columbia. Compare plans