Other · DOL Form 5500 · 2023

The Baldwin School Retirement Plan

Data updated 2026-08-11

$39M
Total assets
201
Participants
83rd
Percentile by assets
$193,362
Avg per participant
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Official DOL plan name: The Baldwin School Defined Contribution Plan · Sponsored by The Baldwin School · Pennsylvania · Educational Services

$39M in assets, 201 participants

The Baldwin School's The Baldwin School Defined Contribution Plan reported $39M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #2,581 in Educational Services (3,735 peers)

Coverage in Pennsylvania

The Baldwin School Defined Contribution Plan covers 201 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

$39M
total plan assets (2023 EOY)
201
covered participants
83rd
percentile by assets (of 127,072 plans)
$193,362
avg assets per participant

Where The Baldwin School Defined Contribution Plan sits by total assets

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

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

$38,865,682 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Baldwin School Defined Contribution Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Baldwin School Defined Contribution Plan reported participants rose from 186 in the plan year 2022 filing to 201 in the plan year 2023 filing.
  • The Baldwin School Defined Contribution Plan end-of-year assets rose from $38M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Baldwin School Defined Contribution Plan reports 201 participants - about 24% of that state average ($39M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$39M
Net Income$1M
Employer EIN231352619
Plan Effective Date1925-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Baldwin School)

$36M$38M$40M$42M$44M 202220232024 $37.6M $42M ▲ +11.9%
Total plan assets by year, all The Baldwin School plans on file
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. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Baldwin School D…, Total assets ($B): 0.038865682 · Participants: 201The Baldwin School D…The University of Pe…, Total assets ($B): 6.313953991 · Participants: 20979The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.057133387 · Participants: 41942The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Co…
The Baldwin School Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Baldwin School Defined Contribution … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Baldwin School Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did The Baldwin School Defined Contribution Plan assets move in 2023? ▼
The Baldwin School Defined Contribution Plan edged up modestly - up 3.5% during 2023, from $38M to $39M. Reported net income was $1M.
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 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Nichols College 403b Plan in MA ($39M, 302 participants).

Next read for The Baldwin School Defined Contribution …

Filing takeaways

Ways to act on The Baldwin School Defined Contribution Plan's numbers.

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 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.