Other · DOL Form 5500 · 2023
Lowell School, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $148,200
- Avg per participant Above avg balance/head
Official DOL plan name: Lowell School Defined Contribution Plan · Sponsored by Lowell School, Inc. · District of Columbia · Educational Services
$19M in assets, 126 participants
Lowell School, Inc.'s Lowell School Defined Contribution Plan reported $19M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #2,024 in Educational Services (3,735 peers)
Coverage in District of Columbia
Lowell School Defined Contribution Plan covers 126 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.
- #2,024
- in Educational Services (3,735 peers)
- +19.2%
- assets growth YoY
Lowell School Defined Contribution Plan's outsized position by total assets
Lowell School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,673,143 Top 29% higher than 71% 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
Lowell School Defined Contribution 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. Lowell School Defined Contribution Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lowell School Defined Contribution Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Lowell School Defined Contribution Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Lowell School Defined Contribution Plan reported participants rose from 119 in the plan year 2022 filing to 126 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 521220544 · Lowell School, Inc. PY 2023 · Other
Lowell School Defined Contribution Plan · $19M · 126 · 71st
- ASSETS $19M
- ASSETS 126
- ASSETS 71st
- ASSETS Other
- ASSETS near Nib Tda Plan
- ASSETS ind #2024
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 →
Lowell School Defined Contribution Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 521220544 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lowell School, Inc.)
Sponsor-wide plan assets over time
All Lowell School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $16M |
| 2023 | 1 | 126 | $19M |
| 2024 | 1 | 126 | N/A |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Lowell School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Nib Tda Plan in VA ($19M); by covered participants it is Town School for Boys DC Retirement Plan in CA (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Nib Tda Plan (VA) $19M · 178
- Christendom College 403(b) Plan (VA) $19M · 81
- The Galloway School Retirement Plan (GA) $19M · 162
- Friendship Village Retirement Savings Plan (MO) $19M · 904
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- Town School for Boys DC Retirement Plan (CA) 126 · 0 off
- The Athenian School 403(b) Plan (CA) 126 · 0 off
- The Adler Planetarium Defined Contribution Retirement Income Plan (IL) 126 · 0 off
- Gaston Residential Services Retirement Plan (NC) 126 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.