Other · DOL Form 5500 · 2023

Shipley School Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
394
Participants Below avg headcount
85th
Percentile by assets National rank
$123,434
Avg per participant Near avg balance/head
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Official DOL plan name: Shipley School Defined Contribution Retirement Plan · Sponsored by Shipley School · Pennsylvania · Educational Services

$49M in assets, 394 participants

Shipley School's Shipley School Defined Contribution Retirement Plan reported $49M in total assets and 394 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,750 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Shipley School Defined Contribution Retirement Plan covers 394 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $49M.

#2,750
in Educational Services (3,735 peers)
+10.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shipley School Defined Contribution Retirement Plan's outsized position by total assets

Shipley School Defined Contribution Retirement Plan vs every filed plan by assets

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

$48,632,945 Top 15% higher than 85% 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

Shipley School Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shipley School Defined Contribution Retirement Plan sits mid-pack in the medium band (394 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shipley School Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Shipley School Defined Contribution Retirement Plan reported participants rose from 204 in the plan year 2022 filing to 394 in the plan year 2023 filing.
  • Shipley School Defined Contribution Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231352677 · Shipley School PY 2023 · Other

Shipley School Defined Contribution Retirement Plan · $49M · 394 · 85th

  • BOY $49M
  • SCH 394
  • EBSA 85th
  • PART Other
  • TYPE near Sreb Retirement Plan
  • NET ind #2750

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 →

Shipley School Defined Contribution Retirement Plan in the asset neighbourhood

Legal Services Corporation 403b PlanLegal Services Corporation 4…$49MSreb Retirement Plan$49MBurke Rehabilitation Hospital 403(b) PlanBurke Rehabilitation Hospita…$49MShipley School Defined Contribution Retirement PlanShipley School Defined Contr…$49MOle Health 403(b) Plan$49M
End-of-year total assets ($M) among Shipley School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN231352677
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shipley School)

Sponsor-wide plan assets over time

All Shipley School plans reported in each filing year

Latest sponsor-wide plan assets
$53M 19.303687683500314% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.1M $52.6M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 204 $44M
2023 1 394 $49M
2024 1 389 $53M

Nearby Other Plans in Pennsylvania

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

Shipley School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Shipley School Defined Contribution Retirement Plan, Total assets ($B): 0.048632945 · Participants: 394Shipley School Defined Contribution Retirement 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
Shipley School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Shipley School Defined Contribution Retirement Plan side-by-side with 3 peers →

Shipley School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Sreb Retirement Plan in GA ($49M); by covered participants it is University Clinical, Education and Research Associates Defined Contribution Retirement Plan in HI (395 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Shipley School Defined Contribution Retirement Plan assets move in 2023? ▼
Shipley School Defined Contribution Retirement Plan grew at a solid clip - up 10.3% during 2023, from $44M to $49M. Reported net income was $5M.
How have Shipley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shipley School's sponsor-wide assets grew 19.3%, from $44M to $53M.
Where does Shipley School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Shipley School Defined Contribution Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Shipley School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sreb Retirement Plan in GA ($49M, 110 participants).
Which Other plans cover a similar participant headcount to Shipley School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University Clinical, Education and Research Associates Defined Contribution Retirement Plan in HI (395 participants, $35M in assets).

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 231352677.

Read our methodology - how this data is sourced, computed, and verified.

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