Other · DOL Form 5500 · 2023
Porter-Gaud School Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 341
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $149,781
- Avg per participant Above avg balance/head
Official DOL plan name: Porter-Gaud School Defined Contribution Retirement Plan · Sponsored by Porter-Gaud School · South Carolina · Educational Services
$51M in assets, 341 participants
Porter-Gaud School's Porter-Gaud School Defined Contribution Retirement Plan reported $51M in total assets and 341 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,784 in Educational Services (3,735 peers)
Where Porter-Gaud School Defined Contribution Retirement Plan sits by assets
Porter-Gaud School Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 341 participants (~$149,781/participant), up 14.3% in 2023.
- #2,784
- in Educational Services (3,735 peers)
- +14.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Porter-Gaud School Defined Contribution Retirement Plan's outsized position by total assets
Porter-Gaud School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,075,431 Top 14% higher than 86% 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
Porter-Gaud 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. Porter-Gaud School Defined Contribution Retirement Plan sits mid-pack in the medium band (341 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Porter-Gaud School Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Porter-Gaud School Defined Contribution Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Porter-Gaud School Defined Contribution Retirement Plan reported participants fell from 359 in the plan year 2022 filing to 341 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 570342032 · Porter-Gaud School PY 2023 · Other
Porter-Gaud School Defined Contribution Retirement Plan · $51M · 341 · 86th
- ASSETS $51M
- ASSETS 341
- ASSETS 86th
- ASSETS Other
- ASSETS near The Committee for the Recognition of Nursing Achievement (Crona) Section 403(b) Retirement Plan
- ASSETS ind #2784
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 South Carolina →
Porter-Gaud School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $6M |
| Employer EIN | 570342032 |
| Plan Effective Date | 1978-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Porter-Gaud School)
Sponsor-wide plan assets over time
All Porter-Gaud School plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 20.34109759553446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $45M |
| 2023 | 1 | 341 | $51M |
| 2024 | 1 | 362 | $54M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $838M · 21,235
- Roper St. Francis Healthcare 403(b) Plan $583M · 5,979
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $325M · 1,710
- Anmed Health Retirement Savings Plan $219M · 3,474
- Tidelands Health 403(b) Retirement Savings Plan $176M · 2,141
Porter-Gaud School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is The Committee for the Recognition of Nursing Achievement (Crona) Section 403(b) Retirement Plan in CA ($51M); by covered participants it is Whitehead Institute for Biomedical Research 403b Plan in MA (341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (341 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.