Profit Sharing · DOL Form 5500 · 2023
Wilmington Friends School, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $371,373
- Avg per participant High balance/head
Official DOL plan name: Wilmington Friends School 403(b) Retirement Plan · Sponsored by Wilmington Friends School, Inc. · Delaware · Educational Services
$52M in assets, 140 participants
Wilmington Friends School, Inc.'s Wilmington Friends School 403(b) Retirement Plan reported $52M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,797 in Educational Services (3,735 peers)
Coverage in Delaware
Wilmington Friends School 403(b) Retirement Plan covers 140 participants in Delaware, about 26% of the average Delaware filer (state average ~536 per filing). Assets: $52M.
- #2,797
- in Educational Services (3,735 peers)
- +10.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Wilmington Friends School 403(b) Retirement Plan's outsized position by total assets
Wilmington Friends School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,992,162 Top 14% higher than 86% 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
Wilmington Friends School 403(b) 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. Wilmington Friends School 403(b) Retirement Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wilmington Friends School 403(b) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Wilmington Friends School 403(b) Retirement Plan end-of-year assets rose from $47M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Wilmington Friends School 403(b) Retirement Plan reported participants rose from 138 in the plan year 2022 filing to 140 in the plan year 2023 filing.
DOL schedule card
Filing strip 510064310 · Wilmington Friends School, Inc. PY 2023 · Profit Sharing
Wilmington Friends School 403(b) Retirement Plan · $52M · 140 · 86th
- NET $52M
- NET 140
- NET 86th
- NET Profit Sharing
- NET near Iron Workers District Council of Western New York and Vicinity Annuity Fund
- NET ind #2797
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 Delaware →
Wilmington Friends School 403(b) Retirement Plan in the asset neighbourhood
Delaware filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $5M |
| Employer EIN | 510064310 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilmington Friends School, Inc.)
Sponsor-wide plan assets over time
All Wilmington Friends School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 15.646687115178901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $47M |
| 2023 | 1 | 140 | $52M |
| 2024 | 1 | 139 | $55M |
Nearby Profit Sharing Plans in Delaware
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Christiana Care Health Services, Inc. Defined Contribution Plan $248M · 9,395
- Plumbers & Pipefitters Lu No. 74 Annuity Fund $88M · 752
- Pharmachem Laboratories, Inc. Profit Sharing Plan $48M · 106
- Fiduciary Services Group 401(k) Plan $26M · 402
- The Independence School, Inc. 403(b) Plan $21M · 94
Wilmington Friends School 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Delaware, the nearest Profit Sharing by assets is Iron Workers District Council of Western New York and Vicinity Annuity Fund in NY ($52M); by covered participants it is One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan in PR (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Iron Workers District Council of Western New York and Vicinity Annuity Fund (NY) $52M · 826
- Northern California Tile Industry Defined Contribution Plan (CA) $52M · 672
- The Population Services International Retirement Plan (DC) $52M · 247
- Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program (NE) $52M · 8
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan (PR) 140 · 0 off
- Samaritan Bethany, Inc. 403(b) Retirement Plan (MN) 140 · 0 off
- St. Luke Residential Health Care Facility, Inc. Retirement Plan (NY) 140 · 0 off
- American Welding Society 403(b) Retirement Plan (FL) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.