Other · DOL Form 5500 · 2023

Germantown Academy Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
297
Participants Below avg headcount
91st
Percentile by assets National rank
$310,487
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Germantown Academy Defined Contribution Plan · Sponsored by Germantown Academy · Pennsylvania · Educational Services

$92M in assets, 297 participants

Germantown Academy's Germantown Academy Defined Contribution Plan reported $92M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,130 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Germantown Academy Defined Contribution Plan covers 297 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $92M.

#3,130
in Educational Services (3,735 peers)
+13.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Germantown Academy Defined Contribution Plan's outsized position by total assets

Germantown Academy Defined Contribution Plan vs every filed plan by assets

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

$92,214,530 Top 9% higher than 91% 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

Germantown Academy 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. Germantown Academy Defined Contribution Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Germantown Academy Defined Contribution Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Germantown Academy Defined Contribution Plan end-of-year assets rose from $81M in the plan year 2022 filing to $92M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231352639 · Germantown Academy PY 2023 · Other

Germantown Academy Defined Contribution Plan · $92M · 297 · 91st

  • PART $92M
  • PART 297
  • PART 91st
  • PART Other
  • PART near Commonwealth Health Corporation 403(b) Plan
  • PART ind #3130

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 Pennsylvania →

Germantown Academy Defined Contribution Plan in the asset neighbourhood

Kqed Inc. Tax Sheltered Annuity PlanKqed Inc. Tax Sheltered Annu…$92MGermantown Academy Defined Contribution PlanGermantown Academy Defined C…$92MCommonwealth Health Corporation 403(b) PlanCommonwealth Health Corporat…$92MGlass Gardens Inc Profit Sharing PlanGlass Gardens Inc Profit Sha…$92MRetirement Plan for American Enterprise Institute for Public Policy ResearchRetirement Plan for American…$92M
End-of-year total assets ($M) among Germantown Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$92M
Net Income$11M
Employer EIN231352639
Plan Effective Date1972-06-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Germantown Academy)

Sponsor-wide plan assets over time

All Germantown Academy plans reported in each filing year

Latest sponsor-wide plan assets
$102M 25.2432200000897% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.4M $102M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 296 $81M
2023 1 297 $92M
2024 1 311 $102M

Nearby Other Plans in Pennsylvania

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

Germantown Academy Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Germantown Academy Defined Contribution Plan, Total assets ($B): 0.09221453 · Participants: 297Germantown Academy Defined Contribution PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Germantown Academy Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Germantown Academy Defined Contribution Plan side-by-side with 3 peers →

Germantown Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Commonwealth Health Corporation 403(b) Plan in KY ($92M); by covered participants it is University Health Physicians 403(b) Retirement Plan in MO (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Germantown Academy Defined Contribution Plan assets move in 2023? ▼
Germantown Academy Defined Contribution Plan grew at a solid clip - up 13.3% during 2023, from $81M to $92M. Reported net income was $11M.
How have Germantown Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Germantown Academy's sponsor-wide assets grew 25.2%, from $81M to $102M.
Where does Germantown Academy Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Germantown Academy Defined Contribution Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Germantown Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Commonwealth Health Corporation 403(b) Plan in KY ($92M, 3,789 participants).
Which Other plans cover a similar participant headcount to Germantown Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is University Health Physicians 403(b) Retirement Plan in MO (297 participants, $225M 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 231352639.

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.