Other · DOL Form 5500 · 2022

Graduate School Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
102
Participants Small participant base
66th
Percentile by assets National rank
$103,818
Avg per participant Below avg balance/head
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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.

  • #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.

#1,957
in Educational Services (4,024 peers)
-20.1%
assets change YoY

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.

Graduate School Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

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

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

Graduate School Tax Deferred Annuity 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. Graduate School Tax Deferred Annuity Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 264232788 · Graduate School PY 2022 · Other

Graduate School Tax Deferred Annuity Plan · $11M · 102 · 66th

  • EBSA $11M
  • PART 102
  • TYPE 66th
  • NET Other
  • BOOK near Employee Benefit Plan of Linxx Global Solutions, Inc.
  • VS-ST ind #1957

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 →

Graduate School Tax Deferred Annuity Plan in the asset neighbourhood

Zufall Health Center 403(b) PlanZufall Health Center 403(b) …$11MBamsi 403(b) Retirement Plan$11MGraduate School Tax Deferred Annuity PlanGraduate School Tax Deferred…$11MEmployee Benefit Plan of Linxx Global Solutions, Inc.Employee Benefit Plan of Lin…$11MSt. Andrews Presbyterian College DC PlanSt. Andrews Presbyterian Col…$11M
End-of-year total assets ($M) among Graduate School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN264232788
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graduate School)

Sponsor-wide plan assets over time

All Graduate School plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M 20222023 $51M $0M ▼ -100.0%
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.

Graduate School Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Graduate School Tax Deferred Annuity Plan, Total assets ($B): 0.010589475 · Participants: 102Graduate School Tax Deferred Annuity 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
Graduate School Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Graduate School Tax Deferred Annuity Plan side-by-side with 3 peers →

Graduate School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Employee Benefit Plan of Linxx Global Solutions, Inc. in VA ($11M); by covered participants it is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Graduate School Tax Deferred Annuity Plan assets move in 2022? ▼
Graduate School Tax Deferred Annuity Plan declined sharply - down 20.1% during 2022, from $13M to $11M. Reported net income was -$3M.
Which Other plans are similar in size to Graduate School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Linxx Global Solutions, Inc. in VA ($11M, 385 participants).
Which Other plans cover a similar participant headcount to Graduate School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Guardian Angel Community Services in IL (102 participants, $1M 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 264232788.

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.