Other · DOL Form 5500 · 2022
The Potomac School Retirement Plan
Data updated 2026-08-11
- $102M
- Total assets
- 231
- Participants
- 93rd
- Percentile by assets
- $442,270
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $102M
- total plan assets (2022 EOY)
- 231
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $442,270
- avg assets per participant
Where The Potomac School Tax Deferred Savings and Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. The Potomac School Tax Deferred Savings and Retirement Plan reports 231 participants - about 30% of that state average ($102M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $12M |
| Employer EIN | 540562160 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Potomac School)
| 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.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Potomac School Tax Deferred Savings and Retirement Plan by total assets, not by location.
- Maryville University 403(b) Savings Plan (MO) $102M · 669
- Stevenson University, Inc. Retirement Savings Plan (MD) $102M · 715
- Highland Retirement Plan (NY) $102M · 3,169
- Cheshire Medical Center Employee Investment Plan (NH) $102M · 1,097
Frequently Asked Questions
How did The Potomac School Tax Deferred Savings and Retirement Plan assets move in 2022? ▼
How have The Potomac School plan assets changed over time? ▼
Where does The Potomac School Tax Deferred Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Potomac School Tax Deferred Savings and Retirement Plan? ▼
Next read for The Potomac School Tax Deferred Savings …
Filing takeaways
Ways to act on The Potomac School Tax Deferred Savings and Retirement Plan's numbers.
- By total assets, The Potomac School Tax Deferred Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- The Potomac School's sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Educational Services plans