Profit Sharing · DOL Form 5500 · 2023

The Independence School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
94
Participants Small participant base
74th
Percentile by assets National rank
$227,208
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Independence School, Inc. 403(b) Plan · Sponsored by The Independence School, Inc. · Delaware · Educational Services

$21M in assets, 94 participants

The Independence School, Inc.'s The Independence School, Inc. 403(b) Plan reported $21M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,129 in Educational Services (3,735 peers)

The Independence School, Inc. multi-year trail

The Independence School, Inc.'s plans moved +20.4% in assets from 2022 to 2024; this filing shows The Independence School, Inc. 403(b) Plan at $21M / 94 participants.

#2,129
in Educational Services (3,735 peers)
+13.2%
assets growth YoY

The Independence School, Inc. 403(b) Plan's outsized position by total assets

The Independence School, Inc. 403(b) Plan vs every filed plan by assets

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

$21,357,577 Top 26% higher than 74% 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 Independence School, Inc. 403(b) 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 Independence School, Inc. 403(b) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Independence School, Inc. 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Independence School, Inc. 403(b) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • The Independence School, Inc. 403(b) Plan reported participants rose from 91 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510225189 · The Independence School, Inc. PY 2023 · Profit Sharing

The Independence School, Inc. 403(b) Plan · $21M · 94 · 74th

  • EOY $21M
  • EOY 94
  • EOY 74th
  • EOY Profit Sharing
  • EOY near The Gordon School 403(b) Retirement Plan
  • EOY ind #2129

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 →

The Independence School, Inc. 403(b) Plan in the asset neighbourhood

Committee for Children 403(b) Retirement Savings PlanCommittee for Children 403(b…$21MThe Independence School, Inc. 403(b) PlanThe Independence School, Inc…$21MThe Gordon School 403(b) Retirement PlanThe Gordon School 403(b) Ret…$21MSheet Metal Workers Local 100 (Baltimore Area) Annuity Plan and TrustSheet Metal Workers Local 10…$21MValley Queen Company Stock Profit Sharing Plan and TrustValley Queen Company Stock P…$21M
End-of-year total assets ($M) among The Independence School, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Independence School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Independence School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.445444169994975% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.9M $22.7M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 91 $19M
2023 1 94 $21M
2024 1 104 $23M

The Independence School, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN510225189
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Delaware

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

The Independence School, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Delaware, assets vs. participants Scatter plot of 6 data points. -50000500010000 050100150200250300 Total assets ($M) Participants The Independence School, Inc. 403(b) Plan, Total assets ($M): 21.357577 · Participants: 94The Independence School, Inc. 403(b) PlanChristiana Care Health Services, Inc. Defined Contribution Plan, Total assets ($M): 248.365422 · Participants: 9395Christiana Care Health Services, Inc. Defined Contribution PlanPlumbers & Pipefitters Lu No. 74 Annuity Fund, Total assets ($M): 88.258538 · Participants: 752Plumbers & Pipefitters Lu No. 74 Annuity FundWilmington Friends School 403(b) Retirement Plan, Total assets ($M): 51.992162 · Participants: 140Wilmington Friends School 403(b) Retirement PlanPharmachem Laboratories, Inc. Profit Sharing Plan, Total assets ($M): 47.722437 · Participants: 106Pharmachem Laboratories, Inc. Profit Sharing PlanFiduciary Services Group 401(k) Plan, Total assets ($M): 25.748997 · Participants: 402Fiduciary Services Group 401(k) Plan
The Independence School, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Delaware, assets vs. participants
Compare The Independence School, Inc. 403(b) Plan side-by-side with 3 peers →

The Independence School, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Delaware, the nearest Profit Sharing by assets is The Gordon School 403(b) Retirement Plan in RI ($21M); by covered participants it is Ecm Holding Group, LLC Profit-Sharing Plan in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Independence School, Inc. 403(b) Plan assets move in 2023? ▼
The Independence School, Inc. 403(b) Plan grew at a solid clip - up 13.2% during 2023, from $19M to $21M. Reported net income was $2M.
How have The Independence School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Independence School, Inc.'s sponsor-wide assets grew 20.4%, from $19M to $23M.
Which Profit Sharing plans are similar in size to The Independence School, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Gordon School 403(b) Retirement Plan in RI ($21M, 78 participants).
Which Profit Sharing plans cover a similar participant headcount to The Independence School, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ecm Holding Group, LLC Profit-Sharing Plan in WI (94 participants, N/A 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 510225189.

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.