Other · DOL Form 5500 · 2023

Erie Day School Retirement Plan

Data updated 2026-08-25

$834K
Total assets Small plan by assets
31
Participants Small participant base
22nd
Percentile by assets National rank
$26,895
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Erie Day School 403(b) Savings Plan · Sponsored by Erie Day School · Pennsylvania · Educational Services

$834K in assets, 31 participants

Erie Day School's Erie Day School 403(b) Savings Plan reported $834K in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #543 in Educational Services (3,735 peers)

Erie Day School multi-year trail

Erie Day School's plans moved +52.7% in assets from 2022 to 2024; this filing shows Erie Day School 403(b) Savings Plan at $834K / 31 participants.

#543
in Educational Services (3,735 peers)
+19.0%
assets growth YoY

Erie Day School 403(b) Savings Plan among the smaller filed plans by assets

Erie Day School 403(b) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$833,755 22nd percentile higher than 22% of 127,068 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 2023

Erie Day School 403(b) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Day School 403(b) Savings Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erie Day School 403(b) Savings Plan reported net income rose from -$282K in the plan year 2022 filing to $133K in the plan year 2023 filing.
  • Erie Day School 403(b) Savings Plan end-of-year assets rose from $701K in the plan year 2022 filing to $834K in the plan year 2023 filing.
  • Erie Day School 403(b) Savings Plan reported participants rose from 29 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250990582 · Erie Day School PY 2023 · Other

Erie Day School 403(b) Savings Plan · $834K · 31 · 22nd

  • ASSETS $834K
  • ASSETS 31
  • ASSETS 22nd
  • ASSETS Other
  • ASSETS near Lasalle Oral Surgery Profit Sharing Plan & Trust
  • ASSETS ind #543

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 Pennsylvania →

Erie Day School 403(b) Savings Plan in the asset neighbourhood

Magnolia Coastlands Ahec Ret Plan Type 403(b)Magnolia Coastlands Ahec Ret…$841KFreedom Energy, Inc. Profit Sharing PlanFreedom Energy, Inc. Profit …$844KErie Day School 403(b) Savings PlanErie Day School 403(b) Savin…$834KLasalle Oral Surgery Profit Sharing Plan & TrustLasalle Oral Surgery Profit …$834KWhetyo Inc. Profit Sharing PlanWhetyo Inc. Profit Sharing P…$823K
End-of-year total assets ($M) among Erie Day School 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Erie Day School multi-year asset trail

Sponsor-wide plan assets over time

All Erie Day School plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.68298112502122% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.7M $1.07M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 29 $701K
2023 1 31 $834K
2024 1 30 $1M

Erie Day School filing trail (2023)

Total Assets (Beginning of Year)$701K
Net Assets (End of Year)$834K
Net Income$133K
Employer EIN250990582
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Erie Day School 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Erie Day School 403(b) Savings Plan, Total assets ($B): 0.000833755 · Participants: 31Erie Day School 403(b) Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Erie Day School 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Erie Day School 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Lasalle Oral Surgery Profit Sharing Plan & Trust in IL ($834K); by covered participants it is American Ceramic Society Tax Deferred Account Plan in OH (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erie Day School 403(b) Savings Plan assets move in 2023?
Erie Day School 403(b) Savings Plan grew sharply - up 19.0% during 2023, from $701K to $834K. Reported net income was $133K.
How have Erie Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Erie Day School's sponsor-wide assets grew 52.7%, from $701K to $1M.
Where does Erie Day School 403(b) Savings Plan rank by assets among Form 5500 filers?
Erie Day School 403(b) Savings Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Erie Day School 403(b) Savings Plan?
Among Other plans in other states, the closest by assets is Lasalle Oral Surgery Profit Sharing Plan & Trust in IL ($834K, 6 participants).
Which Other plans cover a similar participant headcount to Erie Day School 403(b) Savings Plan?
Among Other plans in other states, the closest by covered participants is American Ceramic Society Tax Deferred Account Plan in OH (31 participants, $5M in assets).