Other · DOL Form 5500 · 2023

The Ellis School Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
122
Participants Small participant base
77th
Percentile by assets National rank
$211,462
Avg per participant Above avg balance/head
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Official DOL plan name: The Ellis School Defined Contribution Retirement Plan · Sponsored by The Ellis School · Pennsylvania · Educational Services

$26M in assets, 122 participants

The Ellis School's The Ellis School Defined Contribution Retirement Plan reported $26M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,284 in Educational Services (3,735 peers)

Coverage in Pennsylvania

The Ellis School Defined Contribution Retirement Plan covers 122 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $26M.

#2,284
in Educational Services (3,735 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Ellis School Defined Contribution Retirement Plan's outsized position by total assets

The Ellis School Defined Contribution Retirement Plan vs every filed plan by assets

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

$25,798,342 Top 23% higher than 77% 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 Ellis School Defined Contribution 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. The Ellis School Defined Contribution Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ellis School Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Ellis School Defined Contribution Retirement Plan reported participants rose from 113 in the plan year 2022 filing to 122 in the plan year 2023 filing.
  • The Ellis School Defined Contribution Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250965329 · The Ellis School PY 2023 · Other

The Ellis School Defined Contribution Retirement Plan · $26M · 122 · 77th

  • 5500 $26M
  • 5500 122
  • 5500 77th
  • 5500 Other
  • 5500 near Center for Applied Linguistics Dcra
  • 5500 ind #2284

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 →

The Ellis School Defined Contribution Retirement Plan in the asset neighbourhood

Tiaa-Cref Deferred Compensation 403(b) Plan for St. Hilda's and St. Hugh's SchoolTiaa-Cref Deferred Compensat…$26MThe Ellis School Defined Contribution Retirement PlanThe Ellis School Defined Con…$26MCenter for Applied Linguistics DcraCenter for Applied Linguisti…$26MFraser 403(b) Retirement Plan$26MOrchard School Retirement PlanOrchard School Retirement Pl…$26M
End-of-year total assets ($M) among The Ellis School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN250965329
Plan Effective Date1947-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ellis School)

Sponsor-wide plan assets over time

All The Ellis School plans reported in each filing year

Latest sponsor-wide plan assets
$28M 17.821523856540793% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24M $28.2M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 113 $24M
2023 1 122 $26M
2024 1 126 $28M

Nearby Other Plans in Pennsylvania

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

The Ellis School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Ellis School Defined Contribution Retirement Plan, Total assets ($B): 0.025798342 · Participants: 122The Ellis School Defined Contribution Retirement 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
The Ellis School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Ellis School Defined Contribution Retirement Plan side-by-side with 3 peers →

The Ellis School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Center for Applied Linguistics Dcra in DC ($26M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Ellis School Defined Contribution Retirement Plan assets move in 2023? ▼
The Ellis School Defined Contribution Retirement Plan grew at a solid clip - up 7.7% during 2023, from $24M to $26M. Reported net income was $2M.
How have The Ellis School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ellis School's sponsor-wide assets grew 17.8%, from $24M to $28M.
Where does The Ellis School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Ellis School Defined Contribution Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Ellis School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Center for Applied Linguistics Dcra in DC ($26M, 120 participants).
Which Other plans cover a similar participant headcount to The Ellis School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants, $15M 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 250965329.

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.