Other · DOL Form 5500 · 2023
Solebury School Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $194,334
- Avg per participant Above avg balance/head
Official DOL plan name: Solebury School Defined Contribution and Tda Plan · Sponsored by Solebury School · Pennsylvania · Educational Services
$20M in assets, 103 participants
Solebury School's Solebury School Defined Contribution and Tda Plan reported $20M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,074 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Solebury School Defined Contribution and Tda Plan covers 103 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.
- #2,074
- in Educational Services (3,735 peers)
- +19.1%
- assets growth YoY
Solebury School Defined Contribution and Tda Plan's outsized position by total assets
Solebury School Defined Contribution and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,016,359 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Solebury School Defined Contribution and Tda 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. Solebury School Defined Contribution and Tda Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Solebury School Defined Contribution and Tda Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Solebury School Defined Contribution and Tda Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Solebury School Defined Contribution and Tda Plan reported participants rose from 96 in the plan year 2022 filing to 103 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231365969 · Solebury School PY 2023 · Other
Solebury School Defined Contribution and Tda Plan · $20M · 103 · 73rd
- BOY $20M
- SCH 103
- EBSA 73rd
- PART Other
- TYPE near Providence Academy Defined Contribution Retirement Plan
- NET ind #2074
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 →
Solebury School Defined Contribution and Tda Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 231365969 |
| Plan Effective Date | 1954-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Solebury School)
Sponsor-wide plan assets over time
All Solebury School plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 33.35659091944977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $17M |
| 2023 | 1 | 103 | $20M |
| 2024 | 1 | 115 | $22M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Solebury School Defined Contribution and Tda Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Providence Academy Defined Contribution Retirement Plan in MN ($20M); by covered participants it is Marine Military Academy, Inc. Retirement Plan in TX (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Providence Academy Defined Contribution Retirement Plan (MN) $20M · 139
- Munson Williams Proctor Institute Defined Contribution Retirement Plan (NY) $20M · 108
- Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan (NJ) $20M · 180
- Muscular Dystrophy Association, Inc. Savings Plan (IL) $20M · 210
Similar participant headcount
Nearest other-state filings by covered participants (103 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.