Other · DOL Form 5500 · 2022
Phillips Exeter Academy Retirement Plan
Data updated 2026-08-11
- $200M
- Total assets
- 870
- Participants
- 96th
- Percentile by assets
- $229,739
- Avg per participant
Official DOL plan name: The Phillips Exeter Academy Defined Contribution Retirement Plan · Sponsored by Phillips Exeter Academy · New Hampshire · Educational Services
$200M in assets, 870 participants
Phillips Exeter Academy's The Phillips Exeter Academy Defined Contribution Retirement Plan reported $200M in total assets and 870 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #3,726 in Educational Services (4,024 peers)
Coverage in New Hampshire
The Phillips Exeter Academy Defined Contribution Retirement Plan covers 870 participants in New Hampshire, 2.9x the typical New Hampshire plan (state average ~301 per filing). Assets: $200M.
- $200M
- total plan assets (2022 EOY)
- 870
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $229,739
- avg assets per participant
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Hampshire filers
In New Hampshire, the average filing covers about 301 participants across 708 plans. The Phillips Exeter Academy Defined Contribution Retirement Plan reports 870 participants - 2.9x that state average ($200M EOY assets).
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $244M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | -$44M |
| Employer EIN | 020222174 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Exeter Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 870 | $201M |
| 2023 | 1 | 868 | $221M |
| 2024 | 1 | 891 | $242M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
The Phillips Exeter Academy Defined Contribution Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants
- Dartmouth-Hitchcock Employee Investment Plan $971M · 10,713
- Supplemental Retirement Accounts for All Employees of Dartmouth College $849M · 3,980
- Solutionhealth & Elliot Health System 403(b) Savings Plan $341M · 4,670
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $329M · 77
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $242M · 2,558
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Phillips Exeter Academy Defined Contribution Retirement Plan by total assets, not by location.
- The Children's Hospital Corporation Joint Appointees Retirement Plan (MA) $199M · 513
- Gillette Children's Specialty Healthcare Matched Savings Retirement Plan (MN) $201M · 1,382
- Bsa Match Savings Plan (TX) $198M · 4,160
- American Association for the Advancement of Science Defined Contribution Retirement Plan (DC) $198M · 394
Frequently Asked Questions
How did The Phillips Exeter Academy Defined Contribution Retirement Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on The Phillips Exeter Academy Defined Contribution Retirement Plan's numbers.
- By total assets, The Phillips Exeter Academy Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Hampshire. Compare plans
- Phillips Exeter Academy's sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Educational Services plans