Other · DOL Form 5500 · 2022

Collegiate School Retirement Plan

Data updated 2026-08-11

$95M
Total assets
359
Participants
92nd
Percentile by assets
$264,294
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$95M
total plan assets (2022 EOY)
359
covered participants
92nd
percentile by assets (of 139,126 plans)
$264,294
avg assets per participant

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Collegiate School 403(b) Retirement Plan reports 359 participants - about 46% of that state average ($95M EOY assets).

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)

$90M$100M$110M$120M 202220232024 $94.9M $116M ▲ +21.8%
Total plan assets by year, all Collegiate School plans on file
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

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 40…Sentara 403(b) Savin…The George Washingto…Institute for Defens…Carilion Clinic 403(…Centra Health Matchi…
Collegiate School 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Collegiate School 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Collegiate School 403(b) Retirement Plan

Filing takeaways

Ways to act on Collegiate School 403(b) Retirement Plan's numbers.