Other · DOL Form 5500 · 2022

Grier School Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
139
Participants Small participant base
61st
Percentile by assets National rank
$60,227
Avg per participant Low balance/head
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Official DOL plan name: Grier School Defined Contribution Retirement Plan · Sponsored by Grier School · Pennsylvania · Educational Services

$8M in assets, 139 participants

Grier School's Grier School Defined Contribution Retirement Plan reported $8M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,786 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Grier School Defined Contribution Retirement Plan covers 139 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#1,786
in Educational Services (4,024 peers)
-7.4%
assets change YoY

The plan reported a net loss of $675K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grier School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Grier School Defined Contribution Retirement Plan vs every filed plan by assets

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

$8,371,498 Top 39% higher than 61% 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

Grier School 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. Grier School Defined Contribution Retirement Plan sits mid-pack in the medium band (139 participants).

Form 5500 schedule snapshot

Filing strip 231517016 · Grier School PY 2022 · Other

Grier School Defined Contribution Retirement Plan · $8M · 139 · 61st

  • BOY $8M
  • SCH 139
  • EBSA 61st
  • PART Other
  • TYPE near Royal Oaks 403b Plan
  • NET ind #1786

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 →

Grier School Defined Contribution Retirement Plan in the asset neighbourhood

From the Heart Church Ministries, Inc. Retirement Plan and TrustFrom the Heart Church Minist…$8MSection 403(b) Plan for God's Love We DeliverSection 403(b) Plan for God'…$8MGrier School Defined Contribution Retirement PlanGrier School Defined Contrib…$8MRoyal Oaks 403b Plan$8M403(b) Thrift Plan for Stanley Street Treatment and Resources, Inc.403(b) Thrift Plan for Stanl…$8M
End-of-year total assets ($M) among Grier School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$675K
Employer EIN231517016
Plan Effective Date1981-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grier School)

Sponsor-wide plan assets over time

All Grier School plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.09541214047735% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $13.1M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 139 $11M
2023 2 147 $12M
2024 2 165 $13M

Nearby Other Plans in Pennsylvania

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

Grier School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Grier School Defined Contribution Retirement Plan, Total assets ($B): 0.008371498 · Participants: 139Grier School 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
Grier School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Grier School Defined Contribution Retirement Plan side-by-side with 3 peers →

Grier School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Royal Oaks 403b Plan in AZ ($8M); by covered participants it is Hardin County Regional Health Center 403(b) Plan in TN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Grier School Defined Contribution Retirement Plan assets move in 2022? ▼
Grier School Defined Contribution Retirement Plan pulled back noticeably - down 7.4% during 2022, from $9M to $8M. Reported net income was -$675K.
How have Grier School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grier School's sponsor-wide assets grew 16.1%, from $11M to $13M.
Which Other plans are similar in size to Grier School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Royal Oaks 403b Plan in AZ ($8M, 294 participants).
Which Other plans cover a similar participant headcount to Grier School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hardin County Regional Health Center 403(b) Plan in TN (139 participants, $7M 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 231517016.

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.