Other · DOL Form 5500 · 2022
Appletree Institute for Education Innovation, Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $22,812
- Avg per participant Low balance/head
Official DOL plan name: Appletree Institute 403(b) Plan · Sponsored by Appletree Institute for Education Innovation, Inc · District of Columbia · Educational Services
$4M in assets, 157 participants
Appletree Institute for Education Innovation, Inc's Appletree Institute 403(b) Plan reported $4M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #1,220 in Educational Services (4,024 peers)
Coverage in District of Columbia
Appletree Institute 403(b) Plan covers 157 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $4M.
- #1,220
- in Educational Services (4,024 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $632K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Appletree Institute 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Appletree Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,581,557 44th percentile higher than 44% 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
Appletree Institute 403(b) 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. Appletree Institute 403(b) Plan sits mid-pack in the medium band (157 participants).
EBSA filing schedule strip
Filing strip 043331760 · Appletree Institute for Education Innovation, Inc PY 2022 · Other
Appletree Institute 403(b) Plan · $4M · 157 · 44th
- EIN $4M
- EIN 157
- EIN 44th
- EIN Other
- EIN near Cathedral Home for Children Retirement Plan
- EIN ind #1220
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 →
Appletree Institute 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$632K |
| Employer EIN | 043331760 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appletree Institute for Education Innovation, Inc)
Sponsor-wide plan assets over time
All Appletree Institute for Education Innovation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 46.7503937533313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $4M |
| 2023 | 1 | 152 | $4M |
| 2024 | 1 | 335 | $5M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Appletree Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Cathedral Home for Children Retirement Plan in WY ($4M); by covered participants it is Evergreen Homes 403b Plan in PA (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Evergreen Homes 403b Plan (PA) 157 · 0 off
- Marc Center 403(b)Retirement Plan (IL) 157 · 0 off
- Wilshire Health and Community Services 403(b) Retirement Plan (CA) 157 · 0 off
- Brescia University, Inc. Retirement Plan (KY) 157 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.