Other · DOL Form 5500 · 2023

Elsie Whitlow Stokes Community Freedom Public Charter School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
176
Participants Small participant base
37th
Percentile by assets National rank
$18,238
Avg per participant Low balance/head
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Official DOL plan name: Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan · Sponsored by Elsie Whitlow Stokes Community Freedom Public Charter School · District of Columbia · Educational Services

$3M in assets, 176 participants

Elsie Whitlow Stokes Community Freedom Public Charter School's Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan reported $3M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

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

Coverage in District of Columbia

Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan covers 176 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $3M.

#903
in Educational Services (3,735 peers)
+20.0%
assets growth YoY

Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan vs every filed plan by assets

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

$3,209,813 37th percentile higher than 37% 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

Elsie Whitlow Stokes Community Freedom Public Charter 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. Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan reported net income rose from -$46K in the plan year 2022 filing to $535K in the plan year 2023 filing.
  • Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan reported participants rose from 131 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522094777 · Elsie Whitlow Stokes Community Freedom Public Charter School PY 2023 · Other

Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan · $3M · 176 · 37th

  • BOOK $3M
  • BOOK 176
  • BOOK 37th
  • BOOK Other
  • BOOK near 401(k) Profit Sharing Plan for Employees of Arundel Lodge, Inc.
  • BOOK ind #903

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 Defined Contribution Retirement Plan in the asset neighbourhood

Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement PlanElsie Whitlow Stokes Communi…$3M401(k) Profit Sharing Plan for Employees of Arundel Lodge, Inc.401(k) Profit Sharing Plan f…$3MHampton Roads Community Action Program, Inc. ERISA 403(b) PlanHampton Roads Community Acti…$3MBausch & Lomb Supplemental Retirement IncomeBausch & Lomb Supplemental R…$3MKlamath Family Head Start 403(b) PlanKlamath Family Head Start 40…$3M
End-of-year total assets ($M) among Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$535K
Employer EIN522094777
Plan Effective Date2002-02-01
Filing StatusFILING 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
$4M$5M$6M$7M 202220232024 $4.38M $6.34M ▲ +44.7%
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.

Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan, Total assets ($B): 0.003209813 · Participants: 176Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Arundel Lodge, Inc. in MD ($3M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan assets move in 2023?
Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan grew sharply - up 20.0% during 2023, from $3M to $3M. Reported net income was $535K.
How have Elsie Whitlow Stokes Community Freedom Public Charter School plan assets changed over time?
Across 3 plan years on file (2022-2024), Elsie Whitlow Stokes Community Freedom Public Charter School's sponsor-wide assets grew 44.7%, from $4M to $6M.
Which Other plans are similar in size to Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Arundel Lodge, Inc. in MD ($3M, 138 participants).
Which Other plans cover a similar participant headcount to Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Covenant College Retirement Plan Defined Contribution in GA (176 participants, $35M in assets).