Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Skyline Education 403(b) Plan

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

Sponsored by Skyline Education, Inc. ยท Arizona ยท Educational Services

What the 2023 filing shows

Skyline Education 403(b) Plan holds $913K for 193 participants - about $4,731 per participant, up 26.8% over the 2023 plan year.

$913K
total plan assets (2023 EOY)
193
covered participants
$4,731
avg assets per participant
+26.8%
assets growth YoY
Total Assets (2023)
$913K
Participants
193
State
Industry
Educational Services

What the Filing Says About Skyline Education 403(b) Plan

Skyline Education 403(b) Plan is a Profit Sharing retirement plan sponsored by Skyline Education, Inc., headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $913K in total end-of-year assets and covers 193 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 270637062, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $720K at the beginning of 2023 to $913K at year-end โ€” a gain of 26.8%. Net assets (after liabilities) closed the year at $913K, with reported net income of $193K 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 โ€” 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)$720K
Total Assets (End of Year)$913K
Net Assets (End of Year)$913K
Net Income$193K
Plan TypeProfit Sharing
Employer EIN270637062
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Skyline Education, Inc.)

Year Plans Participants Total Assets
2022 1 176 $720K
2023 1 193 $913K
2024 1 222 $905K

Nearby Profit Sharing Plans in Arizona

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Frequently Asked Questions

How much money is in the Skyline Education 403(b) Plan?
As of the 2023 Form 5500 filing, Skyline Education 403(b) Plan holds $913K in total assets with 193 participants. It is sponsored by Skyline Education, Inc..
What type of plan is Skyline Education 403(b) Plan?
Skyline Education 403(b) Plan is a Profit Sharing plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 270637062.
Who sponsors the Skyline Education 403(b) Plan?
Skyline Education 403(b) Plan is sponsored by Skyline Education, Inc., located in Arizona. The sponsor's EIN is 270637062 and the plan operates in the Educational Services industry.
How did Skyline Education 403(b) Plan perform in 2023?
Skyline Education 403(b) Plan grew by 26.8% during 2023, moving from $720K to $913K in total assets. Net income was $193K.
Where can I find official filings for Skyline Education 403(b) Plan?
Official Form 5500 filings for Skyline Education 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270637062 or plan name at efast.dol.gov.
How does Skyline Education 403(b) Plan compare to other plans?
You can compare Skyline Education 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Arizona 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) โ€” original filing retrieval by EIN 270637062.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” 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.