Other · DOL Form 5500 · 2023

Shady Side Academy Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
290
Participants Below avg headcount
89th
Percentile by assets National rank
$239,758
Avg per participant Above avg balance/head
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Official DOL plan name: Shady Side Academy Retirement Plan · Sponsored by Shady Side Academy · Pennsylvania · Educational Services

$70M in assets, 290 participants

Shady Side Academy's Shady Side Academy Retirement Plan reported $70M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,968 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Shady Side Academy Retirement Plan covers 290 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $70M.

#2,968
in Educational Services (3,735 peers)
+8.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Shady Side Academy Retirement Plan's outsized position by total assets

Shady Side Academy Retirement Plan vs every filed plan by assets

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

$69,529,917 Top 11% higher than 89% 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

Shady Side Academy 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. Shady Side Academy Retirement Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shady Side Academy Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Shady Side Academy Retirement Plan end-of-year assets rose from $64M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Shady Side Academy Retirement Plan reported participants rose from 272 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250965561 · Shady Side Academy PY 2023 · Other

Shady Side Academy Retirement Plan · $70M · 290 · 89th

  • BOOK $70M
  • BOOK 290
  • BOOK 89th
  • BOOK Other
  • BOOK near Oral Roberts University Retirement Plan
  • BOOK ind #2968

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 →

Shady Side Academy Retirement Plan in the asset neighbourhood

Simpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$70MLocal Initiatives Support Corporation Tax Sheltered Annuity PlanLocal Initiatives Support Co…$70MShady Side Academy Retirement PlanShady Side Academy Retiremen…$70MOral Roberts University Retirement PlanOral Roberts University Reti…$70MAmerican Mathematical Society Tax-Deferred Annuity PlanAmerican Mathematical Societ…$70M
End-of-year total assets ($M) among Shady Side Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$70M
Net Income$5M
Employer EIN250965561
Plan Effective Date1945-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shady Side Academy)

Sponsor-wide plan assets over time

All Shady Side Academy plans reported in each filing year

Latest sponsor-wide plan assets
$75M 16.878358622136016% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.3M $75.2M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 272 $64M
2023 1 290 $70M
2024 1 300 $75M

Nearby Other Plans in Pennsylvania

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

Shady Side Academy Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Shady Side Academy Retirement Plan, Total assets ($B): 0.069529917 · Participants: 290Shady Side Academy 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
Shady Side Academy Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Shady Side Academy Retirement Plan side-by-side with 3 peers →

Shady Side Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Oral Roberts University Retirement Plan in OK ($70M); by covered participants it is Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in CT (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Shady Side Academy Retirement Plan assets move in 2023? ▼
Shady Side Academy Retirement Plan grew at a solid clip - up 8.1% during 2023, from $64M to $70M. Reported net income was $5M.
How have Shady Side Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shady Side Academy's sponsor-wide assets grew 16.9%, from $64M to $75M.
Where does Shady Side Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Shady Side Academy Retirement Plan ranks in the 89th 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 Shady Side Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oral Roberts University Retirement Plan in OK ($70M, 505 participants).
Which Other plans cover a similar participant headcount to Shady Side Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliance for Community Empowerment, Inc. Tax Sheltered Annuity Plan in CT (290 participants, $6M 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 250965561.

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.