Other · DOL Form 5500 · 2022

The Baldwin School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
186
Participants Below avg headcount
85th
Percentile by assets National rank
$201,903
Avg per participant Above avg balance/head
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Official DOL plan name: The Baldwin School Defined Contribution Plan · Sponsored by The Baldwin School · Pennsylvania · Educational Services

$38M in assets, 186 participants

The Baldwin School's The Baldwin School Defined Contribution Plan reported $38M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,934 in Educational Services (4,024 peers)

Coverage in Pennsylvania

The Baldwin School Defined Contribution Plan covers 186 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $38M.

#2,934
in Educational Services (4,024 peers)
-13.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Baldwin School Defined Contribution Plan's outsized position by total assets

The Baldwin School Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,554,023 Top 15% higher than 85% of 139,123 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 2022

The Baldwin School Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Baldwin School Defined Contribution Plan sits mid-pack in the medium band (186 participants).

DOL schedule card

Filing strip 231352619 · The Baldwin School PY 2022 · Other

The Baldwin School Defined Contribution Plan · $38M · 186 · 85th

  • RANK $38M
  • PHOTO 186
  • IND 85th
  • EOY Other
  • 5500 near Gill St. Bernard's DC Retirement Plan
  • ASSETS ind #2934

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 →

The Baldwin School Defined Contribution Plan in the asset neighbourhood

Russell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$38MMontgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$38MGill St. Bernard's DC Retirement PlanGill St. Bernard's DC Retire…$38MThe Baldwin School Defined Contribution PlanThe Baldwin School Defined C…$38MAnti-Defamation League 403(b) Defined Contribution PlanAnti-Defamation League 403(b…$38M
End-of-year total assets ($M) among The Baldwin School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$38M
Net Income-$6M
Employer EIN231352619
Plan Effective Date1925-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Baldwin School)

Sponsor-wide plan assets over time

All The Baldwin School plans reported in each filing year

Latest sponsor-wide plan assets
$42M 11.852679538487793% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.6M $42M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 186 $38M
2023 1 201 $39M
2024 1 216 $42M

Nearby Other Plans in Pennsylvania

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

The Baldwin School Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants The Baldwin School Defined Contribution Plan, Total assets ($B): 0.037554023 · Participants: 186The Baldwin School Defined Contribution PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
The Baldwin School Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Baldwin School Defined Contribution Plan side-by-side with 3 peers →

The Baldwin School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Gill St. Bernard's DC Retirement Plan in NJ ($38M); by covered participants it is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Baldwin School Defined Contribution Plan assets move in 2022? ▼
The Baldwin School Defined Contribution Plan pulled back noticeably - down 13.0% during 2022, from $43M to $38M. Reported net income was -$6M.
How have The Baldwin School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Baldwin School's sponsor-wide assets grew 11.9%, from $38M to $42M.
Where does The Baldwin School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
The Baldwin School Defined Contribution Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Baldwin School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Gill St. Bernard's DC Retirement Plan in NJ ($38M, 191 participants).
Which Other plans cover a similar participant headcount to The Baldwin School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352619.

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.