Other · DOL Form 5500 · 2023

The Episcopal School in the City of New York Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
39
Participants Small participant base
68th
Percentile by assets National rank
$400,994
Avg per participant High balance/head
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Official DOL plan name: The Episcopal School DC Retirement Plan · Sponsored by The Episcopal School in the City of New York · New York · Educational Services

$16M in assets, 39 participants

The Episcopal School in the City of New York's The Episcopal School DC Retirement Plan reported $16M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,883 in Educational Services (3,735 peers)

The Episcopal School in the City of New York multi-year trail

The Episcopal School in the City of New York's plans moved +19.8% in assets from 2022 to 2024; this filing shows The Episcopal School DC Retirement Plan at $16M / 39 participants.

#1,883
in Educational Services (3,735 peers)
+24.4%
assets growth YoY

The Episcopal School DC Retirement Plan's outsized position by total assets

The Episcopal School DC Retirement Plan vs every filed plan by assets

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

$15,638,785 Top 32% higher than 68% 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

The Episcopal School DC Retirement 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. The Episcopal School DC Retirement Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Episcopal School DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Episcopal School DC Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Episcopal School DC Retirement Plan reported participants rose from 38 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131945827 · The Episcopal School in the City of New York PY 2023 · Other

The Episcopal School DC Retirement Plan · $16M · 39 · 68th

  • NET $16M
  • NET 39
  • NET 68th
  • NET Other
  • NET near Masonic Charity Foundation of New Jersey 403(b) Savings Plan
  • NET ind #1883

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 New York →

The Episcopal School DC Retirement Plan in the asset neighbourhood

Great Plains Regional Medical Center Retirement Savings PlanGreat Plains Regional Medica…$16MThe Episcopal School DC Retirement PlanThe Episcopal School DC Reti…$16MMasonic Charity Foundation of New Jersey 403(b) Savings PlanMasonic Charity Foundation o…$16MBhcare, Inc. Retirement Plan$16MLucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity PlanLucile Salter Packard Childr…$16M
End-of-year total assets ($M) among The Episcopal School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Episcopal School in the City of New York multi-year asset trail

Sponsor-wide plan assets over time

All The Episcopal School in the City of New York plans reported in each filing year

Latest sponsor-wide plan assets
$15M 19.757914574533803% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.6M $15.1M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 38 $13M
2023 1 39 $16M
2024 1 45 $15M

The Episcopal School in the City of New York filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN131945827
Plan Effective Date1989-01-09
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

The Episcopal School DC Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Episcopal School DC Retirement Plan, Total assets ($B): 0.015638785 · Participants: 39The Episcopal School DC Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Episcopal School DC Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Episcopal School DC Retirement Plan side-by-side with 3 peers →

The Episcopal School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Masonic Charity Foundation of New Jersey 403(b) Savings Plan in NJ ($16M); by covered participants it is Trinity School for Ministry Retirement Plan 3 in PA (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 The Episcopal School DC Retirement Plan assets move in 2023? ▼
The Episcopal School DC Retirement Plan grew sharply - up 24.4% during 2023, from $13M to $16M. Reported net income was $3M.
How have The Episcopal School in the City of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Episcopal School in the City of New York's sponsor-wide assets grew 19.8%, from $13M to $15M.
Which Other plans are similar in size to The Episcopal School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Masonic Charity Foundation of New Jersey 403(b) Savings Plan in NJ ($16M, 391 participants).
Which Other plans cover a similar participant headcount to The Episcopal School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity School for Ministry Retirement Plan 3 in PA (39 participants, $6M 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 131945827.

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.