Other · DOL Form 5500 · 2022

Collegiate School Retirement Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
359
Participants Below avg headcount
92nd
Percentile by assets National rank
$264,294
Avg per participant High balance/head
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Official DOL plan name: Collegiate School 403(b) Retirement Plan · Sponsored by Collegiate School · Virginia · Educational Services

$95M in assets, 359 participants

Collegiate School's Collegiate School 403(b) Retirement Plan reported $95M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,481 in Educational Services (4,024 peers)

Coverage in Virginia

Collegiate School 403(b) Retirement Plan covers 359 participants in Virginia, about 46% of the average Virginia filer (state average ~782 per filing). Assets: $95M.

#3,481
in Educational Services (4,024 peers)
+11.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Collegiate School 403(b) Retirement Plan's outsized position by total assets

Collegiate School 403(b) Retirement Plan vs every filed plan by assets

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

$94,881,552 Top 8% higher than 92% 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

Collegiate School 403(b) 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. Collegiate School 403(b) Retirement Plan sits mid-pack in the medium band (359 participants).

Published 5500 schedule card

Filing strip 540528203 · Collegiate School PY 2022 · Other

Collegiate School 403(b) Retirement Plan · $95M · 359 · 92nd

  • BOOK $95M
  • BOOK 359
  • BOOK 92nd
  • BOOK Other
  • BOOK near Point Park University Defined Contribution Retirement Plan
  • BOOK ind #3481

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 →

Collegiate School 403(b) Retirement Plan in the asset neighbourhood

Collegiate School 403(b) Retirement PlanCollegiate School 403(b) Ret…$95MPoint Park University Defined Contribution Retirement PlanPoint Park University Define…$95MDesales University Retirement PlanDesales University Retiremen…$95MEmmanuel College Defined Contribution PlanEmmanuel College Defined Con…$95MLurie Children's Surgical Foundation, Inc. Retirement PlanLurie Children's Surgical Fo…$95M
End-of-year total assets ($M) among Collegiate School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$95M
Net Income$10M
Employer EIN540528203
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collegiate School)

Sponsor-wide plan assets over time

All Collegiate School plans reported in each filing year

Latest sponsor-wide plan assets
$116M 21.76109113392243% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.9M $116M ▲ +21.8%
Year Plans Participants Total Assets
2022 2 360 $95M
2023 1 398 $105M
2024 1 403 $116M

Nearby Other Plans in Virginia

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

Collegiate School 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Collegiate School 403(b) Retirement Plan, Total assets ($B): 0.094881552 · Participants: 359Collegiate School 403(b) 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
Collegiate School 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Collegiate School 403(b) Retirement Plan side-by-side with 3 peers →

Collegiate School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Point Park University Defined Contribution Retirement Plan in PA ($95M); by covered participants it is Piedmont University Tax Deferred Retirement Annuity P in GA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Collegiate School 403(b) Retirement Plan assets move in 2022? ▼
Collegiate School 403(b) Retirement Plan grew at a solid clip - up 11.5% during 2022, from $85M to $95M. Reported net income was $10M.
How have Collegiate School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collegiate School's sponsor-wide assets grew 21.8%, from $95M to $116M.
Where does Collegiate School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Collegiate School 403(b) Retirement Plan ranks in the 92nd 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 Collegiate School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Point Park University Defined Contribution Retirement Plan in PA ($95M, 403 participants).
Which Other plans cover a similar participant headcount to Collegiate School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Piedmont University Tax Deferred Retirement Annuity P in GA (359 participants, $40M 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 540528203.

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.