Other · DOL Form 5500 · 2022

The Potomac School Retirement Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
231
Participants Below avg headcount
93rd
Percentile by assets National rank
$442,270
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Potomac School Tax Deferred Savings and Retirement Plan · Sponsored by The Potomac School · Virginia · Educational Services

$102M in assets, 231 participants

The Potomac School's The Potomac School Tax Deferred Savings and Retirement Plan reported $102M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,511 in Educational Services (4,024 peers)

Coverage in Virginia

The Potomac School Tax Deferred Savings and Retirement Plan covers 231 participants in Virginia, about 30% of the average Virginia filer (state average ~782 per filing). Assets: $102M.

#3,511
in Educational Services (4,024 peers)
+13.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Potomac School Tax Deferred Savings and Retirement Plan's outsized position by total assets

The Potomac School Tax Deferred Savings and Retirement Plan vs every filed plan by assets

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

$102,164,368 Top 7% higher than 93% 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

The Potomac School Tax Deferred Savings and 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 Potomac School Tax Deferred Savings and Retirement Plan sits mid-pack in the medium band (231 participants).

EBSA filing schedule strip

Filing strip 540562160 · The Potomac School PY 2022 · Other

The Potomac School Tax Deferred Savings and Retirement Plan · $102M · 231 · 93rd

  • TYPE $102M
  • NET 231
  • BOOK 93rd
  • VS-ST Other
  • BOY near Maryville University 403(b) Savings Plan
  • SCH ind #3511

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 Virginia →

The Potomac School Tax Deferred Savings and Retirement Plan in the asset neighbourhood

Highland Retirement Plan$102MStevenson University, Inc. Retirement Savings PlanStevenson University, Inc. R…$102MThe Potomac School Tax Deferred Savings and Retirement PlanThe Potomac School Tax Defer…$102MMaryville University 403(b) Savings PlanMaryville University 403(b) …$102MCheshire Medical Center Employee Investment PlanCheshire Medical Center Empl…$102M
End-of-year total assets ($M) among The Potomac School Tax Deferred Savings and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$102M
Net Income$12M
Employer EIN540562160
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Potomac School)

Sponsor-wide plan assets over time

All The Potomac School plans reported in each filing year

Latest sponsor-wide plan assets
$132M 28.75942030982857% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $102M $132M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 231 $102M
2023 1 245 $120M
2024 1 248 $132M

Nearby Other Plans in Virginia

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

The Potomac School Tax Deferred Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Potomac School Tax Deferred Savings and Retirement Plan, Total assets ($B): 0.102164368 · Participants: 231The Potomac School Tax Deferred Savings and Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
The Potomac School Tax Deferred Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Potomac School Tax Deferred Savings and Retirement Plan side-by-side with 3 peers →

The Potomac School Tax Deferred Savings and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Maryville University 403(b) Savings Plan in MO ($102M); by covered participants it is Clark Fork Valley Hospital 403(b) Plan in MT (231 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (231 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 The Potomac School Tax Deferred Savings and Retirement Plan assets move in 2022? ▼
The Potomac School Tax Deferred Savings and Retirement Plan grew at a solid clip - up 13.6% during 2022, from $90M to $102M. Reported net income was $12M.
How have The Potomac School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Potomac School's sponsor-wide assets grew 28.8%, from $102M to $132M.
Where does The Potomac School Tax Deferred Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
The Potomac School Tax Deferred Savings and Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Potomac School Tax Deferred Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Maryville University 403(b) Savings Plan in MO ($102M, 669 participants).
Which Other plans cover a similar participant headcount to The Potomac School Tax Deferred Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Fork Valley Hospital 403(b) Plan in MT (231 participants, $10M 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 540562160.

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.