Defined Benefit (Pension) · DOL Form 5500 · 2022
Phillips Exeter Academy Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 28th
- Percentile by assets National rank
Official DOL plan name: Phillips Exeter Academy Retirement Plan · Sponsored by Phillips Exeter Academy · New Hampshire · Educational Services
$1M in assets, N/A participants
Phillips Exeter Academy's Phillips Exeter Academy Retirement Plan reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #744 in Educational Services (4,024 peers)
Phillips Exeter Academy multi-year trail
Phillips Exeter Academy's plans moved +20.4% in assets from 2022 to 2024; this filing shows Phillips Exeter Academy Retirement Plan at $1M / N/A participants.
- #744
- in Educational Services (4,024 peers)
- -83.5%
- assets change YoY
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.
Phillips Exeter Academy Retirement Plan among the smaller filed plans by assets
Phillips Exeter Academy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,267,585 28th percentile higher than 28% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 020222174 · Phillips Exeter Academy PY 2022 · Defined Benefit (Pension)
Phillips Exeter Academy Retirement Plan · $1M · N/A · 28th
- BOY $1M
- SCH N/A
- EBSA 28th
- PART Defined Benefit (Pension)
- TYPE near South Jersey Labor & Management Pension Fund
- NET ind #744
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 New Hampshire →
Phillips Exeter Academy Retirement Plan in the asset neighbourhood
Phillips Exeter Academy multi-year asset trail
Sponsor-wide plan assets over time
All Phillips Exeter Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $242M 20.4225437646073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 870 | $201M |
| 2023 | 1 | 868 | $221M |
| 2024 | 1 | 891 | $242M |
Phillips Exeter Academy filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$6M |
| Employer EIN | 020222174 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Employees of Dartmouth-Hitchcock $621M · 1,798
- Retirement Plan for Employees of Concord Hospital - Laconia $343M · 721
- Elliot Health System Pension Plan $286M · 568
- Osram Sylvania Pension Plan $209M · 325
- Catholic Medical Center Pension Plan $206M · 438
Phillips Exeter Academy Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New Hampshire, the nearest Defined Benefit (Pension) by end-of-year assets is South Jersey Labor & Management Pension Fund in NJ at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.