Other · DOL Form 5500 · 2023

Holy Innocents' Episcopal School, Inc. Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
266
Participants Below avg headcount
87th
Percentile by assets National rank
$226,686
Avg per participant Above avg balance/head
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Official DOL plan name: Holy Innocents' Episcopal School 403(b) Plan · Sponsored by Holy Innocents' Episcopal School, Inc. · Georgia · Educational Services

$60M in assets, 266 participants

Holy Innocents' Episcopal School, Inc.'s Holy Innocents' Episcopal School 403(b) Plan reported $60M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,893 in Educational Services (3,735 peers)

Coverage in Georgia

Holy Innocents' Episcopal School 403(b) Plan covers 266 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $60M.

#2,893
in Educational Services (3,735 peers)
+15.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Holy Innocents' Episcopal School 403(b) Plan's outsized position by total assets

Holy Innocents' Episcopal School 403(b) Plan vs every filed plan by assets

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

$60,298,385 Top 13% higher than 87% 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

Holy Innocents' Episcopal School 403(b) 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. Holy Innocents' Episcopal School 403(b) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holy Innocents' Episcopal School 403(b) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Holy Innocents' Episcopal School 403(b) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Holy Innocents' Episcopal School 403(b) Plan reported participants rose from 257 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581120296 · Holy Innocents' Episcopal School, Inc. PY 2023 · Other

Holy Innocents' Episcopal School 403(b) Plan · $60M · 266 · 87th

  • PCT $60M
  • PCT 266
  • PCT 87th
  • PCT Other
  • PCT near 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC
  • PCT ind #2893

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 Georgia →

Holy Innocents' Episcopal School 403(b) Plan in the asset neighbourhood

Viterbo University, Inc. Defined Contribution Retirement PlanViterbo University, Inc. Def…$60M401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC401(k) Profit Sharing Plan f…$60MHoly Innocents' Episcopal School 403(b) PlanHoly Innocents' Episcopal Sc…$60MHiram College Retirement Plan$60MCastilleja School Foundation DC PlanCastilleja School Foundation…$60M
End-of-year total assets ($M) among Holy Innocents' Episcopal School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$60M
Net Income$8M
Employer EIN581120296
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Innocents' Episcopal School, Inc.)

Sponsor-wide plan assets over time

All Holy Innocents' Episcopal School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 28.57030468836676% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.2M $67.1M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 257 $52M
2023 1 266 $60M
2024 1 263 $67M

Nearby Other Plans in Georgia

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

Holy Innocents' Episcopal School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Holy Innocents' Episcopal School 403(b) Plan, Total assets ($B): 0.060298385 · Participants: 266Holy Innocents' Episcopal School 403(b) PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Holy Innocents' Episcopal School 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Holy Innocents' Episcopal School 403(b) Plan side-by-side with 3 peers →

Holy Innocents' Episcopal School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC in AR ($60M); by covered participants it is T.a.S.C. Inc. Employee Retirement Plan in IL (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Holy Innocents' Episcopal School 403(b) Plan assets move in 2023? ▼
Holy Innocents' Episcopal School 403(b) Plan grew sharply - up 15.6% during 2023, from $52M to $60M. Reported net income was $8M.
How have Holy Innocents' Episcopal School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holy Innocents' Episcopal School, Inc.'s sponsor-wide assets grew 28.6%, from $52M to $67M.
Where does Holy Innocents' Episcopal School 403(b) Plan rank by assets among Form 5500 filers? ▼
Holy Innocents' Episcopal School 403(b) Plan ranks in the 87th 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 Holy Innocents' Episcopal School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC in AR ($60M, 805 participants).
Which Other plans cover a similar participant headcount to Holy Innocents' Episcopal School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is T.a.S.C. Inc. Employee Retirement Plan in IL (266 participants, $7M 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 581120296.

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.