Other · DOL Form 5500 · 2023
Education Commission of the States Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $409,323
- Avg per participant High balance/head
Official DOL plan name: Education Commission of the States 403(b) DC Plan · Sponsored by Education Commission of the States · Colorado · Educational Services
$15M in assets, 36 participants
Education Commission of the States's Education Commission of the States 403(b) DC Plan reported $15M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #1,840 in Educational Services (3,735 peers)
What the 2023 filing shows
Education Commission of the States 403(b) DC Plan holds $15M for 36 participants - about $409,323 per participant, above the median plan by assets.
- #1,840
- in Educational Services (3,735 peers)
- +5.2%
- assets growth YoY
Education Commission of the States 403(b) DC Plan's outsized position by total assets
Education Commission of the States 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,735,639 Top 33% higher than 67% 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
Education Commission of the States 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Commission of the States 403(b) DC Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Education Commission of the States 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $757K in the plan year 2023 filing.
- Education Commission of the States 403(b) DC Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310722194 · Education Commission of the States PY 2023 · Other
Education Commission of the States 403(b) DC Plan · $15M · 36 · 67th
- RANK $15M
- RANK 36
- RANK 67th
- RANK Other
- RANK near Intellisurvey 401(k) Plan
- RANK ind #1840
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 Colorado →
Education Commission of the States 403(b) DC Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $757K |
| Employer EIN | 310722194 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Education Commission of the States)
Sponsor-wide plan assets over time
All Education Commission of the States plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 4.545547377890713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $14M |
| 2023 | 1 | 36 | $15M |
| 2024 | 1 | 35 | $15M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.1B · 1,444
- Children's Hospital Colorado 403(b) Plan $898M · 8,617
- University of Denver Retirement Plan $848M · 7,241
- Nrel 403(b) Employee Savings Plan $525M · 2,877
- Colorado College Retirement Benefit Plan $353M · 707
Education Commission of the States 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Intellisurvey 401(k) Plan in CA ($15M); by covered participants it is Episcopal Day School, Inc. in NC (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Intellisurvey 401(k) Plan (CA) $15M · 128
- Port Newark Maintenance & Repair 401(k) Plan (AZ) $15M · 122
- 403(b) Thrift Plan of Yakima Neighborhood Health Services (WA) $15M · 335
- Radias Health 403(b) Plan (MN) $15M · 390
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
- Episcopal Day School, Inc. (NC) 36 · 0 off
- Monroe Community College Association, Inc. 403(b) Defined Contribution Plan (NY) 36 · 0 off
- Ronald McDonald's House Charities of Metro St. Louis 403 (B) Retirement Plan (MO) 36 · 0 off
- The Garden Club of America Casey Trees Defined Contribution Retirement Plan (DC) 36 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.