Profit Sharing · DOL Form 5500 · 2023
The Independence School, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 94
- Participants
- 74th
- Percentile by assets
- $227,208
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 94
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $227,208
- avg assets per participant
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.
The Independence School, Inc. across 3 plan years on file
Across the 3 plan years The Independence School, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $23M, a gain of 20.4%, while reported participants moved from 91 to 104 (+14.3%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($19M).
The Independence School, Inc. multi-year asset trail
| 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 EIN | 510225189 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING 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
- Christiana Care Health Services, Inc. Defined Contribution Plan $248M · 9,395
- Plumbers & Pipefitters Lu No. 74 Annuity Fund $88M · 752
- Wilmington Friends School 403(b) Retirement Plan $52M · 140
- Pharmachem Laboratories, Inc. Profit Sharing Plan $48M · 106
- Fiduciary Services Group 401(k) Plan $26M · 402
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Independence School, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did The Independence School, Inc. 403(b) Plan assets move in 2023? ▼
How have The Independence School, Inc. plan assets changed over time? ▼
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Multi-year trail
Ways to act on The Independence School, Inc. 403(b) Plan's numbers.
- By total assets, The Independence School, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Delaware. Compare plans
- The Independence School, Inc.'s sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Educational Services plans