Other · DOL Form 5500 · 2022

The Episcopal Academy Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
315
Participants Below avg headcount
87th
Percentile by assets National rank
$138,240
Avg per participant Near avg balance/head
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Official DOL plan name: The Episcopal Academy 403(b) Defined Contribution Retirement Plan · Sponsored by The Episcopal Academy · Pennsylvania · Educational Services

$44M in assets, 315 participants

The Episcopal Academy's The Episcopal Academy 403(b) Defined Contribution Retirement Plan reported $44M in total assets and 315 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,039 in Educational Services (4,024 peers)

Coverage in Pennsylvania

The Episcopal Academy 403(b) Defined Contribution Retirement Plan covers 315 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $44M.

#3,039
in Educational Services (4,024 peers)
-11.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Episcopal Academy 403(b) Defined Contribution Retirement Plan's outsized position by total assets

The Episcopal Academy 403(b) Defined Contribution Retirement Plan vs every filed plan by assets

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

$43,545,614 Top 13% higher than 87% 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 403(b) 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 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (315 participants).

Form 5500 schedule snapshot

Filing strip 231370500 · The Episcopal Academy PY 2022 · Other

The Episcopal Academy 403(b) Defined Contribution Retirement Plan · $44M · 315 · 87th

  • RANK $44M
  • PHOTO 315
  • IND 87th
  • EOY Other
  • 5500 near Sreb Retirement Plan
  • ASSETS ind #3039

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 403(b) Defined Contribution Retirement Plan in the asset neighbourhood

Catlin Gabel School Retirement PlanCatlin Gabel School Retireme…$44MSreb Retirement Plan$44MTiaa Cref Retirement Plan for Hamden Hall Country Day SchoolTiaa Cref Retirement Plan fo…$44MThe Episcopal Academy 403(b) Defined Contribution Retirement PlanThe Episcopal Academy 403(b)…$44MOtis College of Art and Design 403(b) Retirement PlanOtis College of Art and Desi…$43M
End-of-year total assets ($M) among The Episcopal Academy 403(b) Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$44M
Net Income-$6M
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 Other Plans in Pennsylvania

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

The Episcopal Academy 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants The Episcopal Academy 403(b) Defined Contribution Retirement Plan, Total assets ($B): 0.043545614 · Participants: 315The Episcopal Academy 403(b) Defined Contribution Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
The Episcopal Academy 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Episcopal Academy 403(b) Defined Contribution Retirement Plan side-by-side with 3 peers →

The Episcopal Academy 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Sreb Retirement Plan in GA ($44M); by covered participants it is Wellspring Child & Family Service 403(b) Retirement Plan in MI (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 403(b) Defined Contribution Retirement Plan assets move in 2022? ▼
The Episcopal Academy 403(b) Defined Contribution Retirement Plan pulled back noticeably - down 11.6% during 2022, from $49M to $44M. Reported net income was -$6M.
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 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Episcopal Academy 403(b) Defined Contribution Retirement Plan ranks in the 87th 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 Other plans are similar in size to The Episcopal Academy 403(b) Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sreb Retirement Plan in GA ($44M, 115 participants).
Which Other plans cover a similar participant headcount to The Episcopal Academy 403(b) Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wellspring Child & Family Service 403(b) Retirement Plan in MI (315 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 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.