Collegiate School 403(b) Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Collegiate School · Virginia · Educational Services
What the 2023 filing shows
Collegiate School 403(b) Retirement Plan holds $95M for 359 participants - about $264,294 per participant, up 11.5% over the 2022 plan year.
- $95M
- total plan assets (2022 EOY)
- 359
- covered participants
- $264,294
- avg assets per participant
- +11.5%
- assets growth YoY
What the Filing Says About Collegiate School 403(b) Retirement Plan
Collegiate School 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Collegiate School, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $95M in total end-of-year assets and covers 359 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540528203, and the plan has been effective since 1986-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $85M at the beginning of 2022 to $95M at year-end — a gain of 11.5%. Net assets (after liabilities) closed the year at $95M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $85M |
| Total Assets (End of Year) | $95M |
| Net Assets (End of Year) | $95M |
| Net Income | $10M |
| Plan Type | Profit Sharing |
| Employer EIN | 540528203 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Collegiate School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 360 | $95M |
| 2023 | 1 | 398 | $105M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Leonardo Drs, Inc. 401(k) Plan $1.2B · 6,280
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
Related Data
Guides
Frequently Asked Questions
How much money is in the Collegiate School 403(b) Retirement Plan? ▼
What type of plan is Collegiate School 403(b) Retirement Plan? ▼
Who sponsors the Collegiate School 403(b) Retirement Plan? ▼
How did Collegiate School 403(b) Retirement Plan perform in 2022? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.