Other · DOL Form 5500 · 2022
Phillips Exeter Academy Retirement Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 870
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $229,739
- Avg per participant Above avg balance/head
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.
- #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.
- #3,726
- in Educational Services (4,024 peers)
- -18.0%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
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.
The Phillips Exeter Academy Defined Contribution Retirement Plan's outsized position by total assets
The Phillips Exeter Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$199,872,858 Top 4% higher than 96% 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
The Phillips Exeter Academy 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 Phillips Exeter Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (870 participants).
DOL schedule card
Filing strip 020222174 · Phillips Exeter Academy PY 2022 · Other
The Phillips Exeter Academy Defined Contribution Retirement Plan · $200M · 870 · 96th
- RANK $200M
- RANK 870
- RANK 96th
- RANK Other
- RANK near The Children's Hospital Corporation Joint Appointees Retirement Plan
- RANK ind #3726
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 →
The Phillips Exeter Academy Defined Contribution Retirement Plan in the asset neighbourhood
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)
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 |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
The Phillips Exeter Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is The Children's Hospital Corporation Joint Appointees Retirement Plan in MA ($199M); by covered participants it is Hattie Larlham 403(b) Retirement Savings Plan in OH (870 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (870 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.