Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Springside Chestnut Hill Academy 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Springside Chestnut Hill Academy · Pennsylvania · Educational Services

What the 2023 filing shows

Springside Chestnut Hill Academy 403(b) Retirement Plan holds $81M for 236 participants — about $343,971 per participant, up 13.5% over the 2023 plan year.

$81M
total plan assets (2023 EOY)
236
covered participants
$343,971
avg assets per participant
+13.5%
assets growth YoY
Total Assets (2023)
$81M
Participants
236
State
Industry
Educational Services

What the Filing Says About Springside Chestnut Hill Academy 403(b) Retirement Plan

Springside Chestnut Hill Academy 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Springside Chestnut Hill Academy, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $81M in total end-of-year assets and covers 236 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 231352681, and the plan has been effective since 1943-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $72M at the beginning of 2023 to $81M at year-end — a gain of 13.5%. Net assets (after liabilities) closed the year at $81M, 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 2 prior plan-year filings 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)$72M
Total Assets (End of Year)$81M
Net Assets (End of Year)$81M
Net Income$10M
Plan TypeProfit Sharing
Employer EIN231352681
Plan Effective Date1943-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Springside Chestnut Hill Academy)

Year Plans Participants Total Assets
2022 1 229 $72M
2023 1 236 $81M
2024 1 238 $88M

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Frequently Asked Questions

How much money is in the Springside Chestnut Hill Academy 403(b) Retirement Plan?
As of the 2023 Form 5500 filing, Springside Chestnut Hill Academy 403(b) Retirement Plan holds $81M in total assets with 236 participants. It is sponsored by Springside Chestnut Hill Academy.
What type of plan is Springside Chestnut Hill Academy 403(b) Retirement Plan?
Springside Chestnut Hill Academy 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1943-09-01. The plan is filed with the U.S. Department of Labor under EIN 231352681.
Who sponsors the Springside Chestnut Hill Academy 403(b) Retirement Plan?
Springside Chestnut Hill Academy 403(b) Retirement Plan is sponsored by Springside Chestnut Hill Academy, located in Pennsylvania. The sponsor's EIN is 231352681 and the plan operates in the Educational Services industry.
How did Springside Chestnut Hill Academy 403(b) Retirement Plan perform in 2023?
Springside Chestnut Hill Academy 403(b) Retirement Plan grew by 13.5% during 2023, moving from $72M to $81M in total assets. Net income was $10M.
Where can I find official filings for Springside Chestnut Hill Academy 403(b) Retirement Plan?
Official Form 5500 filings for Springside Chestnut Hill Academy 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231352681 or plan name at efast.dol.gov.
How does Springside Chestnut Hill Academy 403(b) Retirement Plan compare to other plans?
You can compare Springside Chestnut Hill Academy 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 231352681.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.