Other · DOL Form 5500 · 2023

The Governing Committe of the Palmetto Association of Independent Scho Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
739
Participants Near avg headcount
90th
Percentile by assets National rank
$115,475
Avg per participant Below avg balance/head
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Official DOL plan name: Palmetto Association of Independent Schools Multiple Employer Plan · Sponsored by The Governing Committe of the Palmetto Association of Independent Scho · South Carolina · Educational Services

$85M in assets, 739 participants

The Governing Committe of the Palmetto Association of Independent Scho's Palmetto Association of Independent Schools Multiple Employer Plan reported $85M in total assets and 739 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,095 in Educational Services (3,735 peers)

Coverage in South Carolina

Palmetto Association of Independent Schools Multiple Employer Plan covers 739 participants in South Carolina, 2.0x the typical South Carolina plan (state average ~369 per filing). Assets: $85M.

#3,095
in Educational Services (3,735 peers)
+3.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Palmetto Association of Independent Schools Multiple Employer Plan's outsized position by total assets

Palmetto Association of Independent Schools Multiple Employer Plan vs every filed plan by assets

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

$85,335,971 Top 10% higher than 90% 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

Palmetto Association of Independent Schools Multiple Employer 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. Palmetto Association of Independent Schools Multiple Employer Plan sits mid-pack in the medium band (739 participants).

Plan-year Form 5500 strip

Filing strip 933810313 · The Governing Committe of the Palmetto Association of Independent Scho PY 2023 · Other

Palmetto Association of Independent Schools Multiple Employer Plan · $85M · 739 · 90th

  • TYPE $85M
  • TYPE 739
  • TYPE 90th
  • TYPE Other
  • TYPE near Human Resources Research Organization Defined Contribution Plan
  • TYPE ind #3095

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 →

Palmetto Association of Independent Schools Multiple Employer Plan in the asset neighbourhood

National Wildlife Federation Retirement Savings PlanNational Wildlife Federation…$85MPalmetto Association of Independent Schools Multiple Employer PlanPalmetto Association of Inde…$85MHuman Resources Research Organization Defined Contribution PlanHuman Resources Research Org…$85MCalifornia College of the Arts Retirement PlanCalifornia College of the Ar…$85MAsia Foundation Defined Contribution Retirement PlanAsia Foundation Defined Cont…$85M
End-of-year total assets ($M) among Palmetto Association of Independent Schools Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$85M
Net Income$3M
Employer EIN933810313
Plan Effective Date2023-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Governing Committe of the Palmetto Association of Independent Scho)

Sponsor-wide plan assets over time

All The Governing Committe of the Palmetto Association of Independent Scho plans reported in each filing year

Latest sponsor-wide plan assets
$97M 14.045623269465112% vs 2023
2024 filing year
$80M$85M$90M$95M$100M 20232024 $85.3M $97.3M ▲ +14.0%
Year Plans Participants Total Assets
2023 1 739 $85M
2024 1 743 $97M

Nearby Other Plans in South Carolina

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

Palmetto Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 02004006008001000 Total assets ($M) Participants Palmetto Association of Independent Schools Multiple Employer Plan, Total assets ($M): 85.335971 · Participants: 739Palmetto Association of Independent Schools Multiple Employer PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Palmetto Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Palmetto Association of Independent Schools Multiple Employer Plan side-by-side with 3 peers →

Palmetto Association of Independent Schools Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Human Resources Research Organization Defined Contribution Plan in VA ($85M); by covered participants it is Creoks Mental Health Services 403(b) Plan in OK (739 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (739 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 Palmetto Association of Independent Schools Multiple Employer Plan assets move in 2023? ▼
Palmetto Association of Independent Schools Multiple Employer Plan edged up modestly - up 3.9% during 2023, from $82M to $85M. Reported net income was $3M.
How have The Governing Committe of the Palmetto Association of Independent Scho plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Governing Committe of the Palmetto Association of Independent Scho's sponsor-wide assets grew 14.0%, from $85M to $97M.
Where does Palmetto Association of Independent Schools Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Palmetto Association of Independent Schools Multiple Employer Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Palmetto Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by assets is Human Resources Research Organization Defined Contribution Plan in VA ($85M, 207 participants).
Which Other plans cover a similar participant headcount to Palmetto Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by covered participants is Creoks Mental Health Services 403(b) Plan in OK (739 participants, $11M 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 933810313.

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.