Other · DOL Form 5500 · 2023
Elsie Whitlow Stokes Community Freedom Public Charter School Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $14,800
- Avg per participant Low balance/head
Official DOL plan name: Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan · Sponsored by Elsie Whitlow Stokes Community Freedom Public Charter School · District of Columbia · Educational Services
$2M in assets, 140 participants
Elsie Whitlow Stokes Community Freedom Public Charter School's Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan reported $2M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #742 in Educational Services (3,735 peers)
Coverage in District of Columbia
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan covers 140 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $2M.
- #742
- in Educational Services (3,735 peers)
- +21.5%
- assets growth YoY
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan among the smaller filed plans by assets
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,072,052 31st percentile higher than 31% 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
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity 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. Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan reported net income rose from -$56K in the plan year 2022 filing to $367K in the plan year 2023 filing.
- Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan reported participants rose from 96 in the plan year 2022 filing to 140 in the plan year 2023 filing.
- Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 522094777 · Elsie Whitlow Stokes Community Freedom Public Charter School PY 2023 · Other
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan · $2M · 140 · 31st
- ASSETS $2M
- PCT 140
- EIN 31st
- RANK Other
- PHOTO near Lifequest, Inc. 403(b) Retirement Plan
- IND ind #742
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 District of Columbia →
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $367K |
| Employer EIN | 522094777 |
| Plan Effective Date | 2002-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elsie Whitlow Stokes Community Freedom Public Charter School)
Sponsor-wide plan assets over time
All Elsie Whitlow Stokes Community Freedom Public Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 44.66230971637966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 227 | $4M |
| 2023 | 2 | 316 | $5M |
| 2024 | 2 | 342 | $6M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Lifequest, Inc. 403(b) Retirement Plan in PA ($2M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Staten Island Academy Defined Contribution Retirement Plan (NY) 140 · 0 off
- General John J. Pershing Memorial Hospital Association 403(b) Plan (MO) 140 · 0 off
- Visiting Nurse Association and Hospice of Vermont and New Hampshire, Inc. 403(b) Plan (VT) 140 · 0 off
- Smw Engineering Group, Inc. 401(k) Plan (AL) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.