Other · DOL Form 5500 · 2023
Sidwell Friends School Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $259,269
- Avg per participant Above avg balance/head
Official DOL plan name: Sidwell Friends School Tax Deferred Annuity Plan · Sponsored by Sidwell Friends School · District of Columbia · Educational Services
$40M in assets, 153 participants
Sidwell Friends School's Sidwell Friends School Tax Deferred Annuity Plan reported $40M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,594 in Educational Services (3,735 peers)
Coverage in District of Columbia
Sidwell Friends School Tax Deferred Annuity Plan covers 153 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $40M.
- #2,594
- in Educational Services (3,735 peers)
- +17.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sidwell Friends School Tax Deferred Annuity Plan's outsized position by total assets
Sidwell Friends School Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,668,081 Top 17% higher than 83% 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
Sidwell Friends School Tax Deferred Annuity 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. Sidwell Friends School Tax Deferred Annuity Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sidwell Friends School Tax Deferred Annuity Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Sidwell Friends School Tax Deferred Annuity Plan end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Sidwell Friends School Tax Deferred Annuity Plan reported participants fell from 174 in the plan year 2022 filing to 153 in the plan year 2023 filing.
DOL schedule card
Filing strip 530196519 · Sidwell Friends School PY 2023 · Other
Sidwell Friends School Tax Deferred Annuity Plan · $40M · 153 · 83rd
- EBSA $40M
- EBSA 153
- EBSA 83rd
- EBSA Other
- EBSA near Holland Home Tax Deferred Annuity Retirement Plan
- EBSA ind #2594
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 →
Sidwell Friends School Tax Deferred Annuity Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $6M |
| Employer EIN | 530196519 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sidwell Friends School)
Sponsor-wide plan assets over time
All Sidwell Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 23.418859313339876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 459 | $103M |
| 2023 | 2 | 422 | $117M |
| 2024 | 3 | 608 | $128M |
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
Sidwell Friends School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Holland Home Tax Deferred Annuity Retirement Plan in MI ($40M); by covered participants it is Chmc Anesthesia Foundation, Inc. 403(b) Plan in MA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Holland Home Tax Deferred Annuity Retirement Plan (MI) $40M · 1,362
- The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan (TX) $40M · 392
- The Leffell School Retirement Plan (NY) $40M · 198
- University Corporation for Advanced Internet Devel Defined Contribution Retirement Plan (MI) $40M · 120
Similar participant headcount
Nearest other-state filings by covered participants (153 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.