Other · DOL Form 5500 · 2023
Sidwell Friends School Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 269
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $287,220
- Avg per participant High balance/head
Official DOL plan name: Sidwell Friends School Defined Contribution Retirement Plan · Sponsored by Sidwell Friends School · District of Columbia · Educational Services
$77M in assets, 269 participants
Sidwell Friends School's Sidwell Friends School Defined Contribution Retirement Plan reported $77M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,029 in Educational Services (3,735 peers)
Coverage in District of Columbia
Sidwell Friends School Defined Contribution Retirement Plan covers 269 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $77M.
- #3,029
- in Educational Services (3,735 peers)
- +10.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Sidwell Friends School Defined Contribution Retirement Plan's outsized position by total assets
Sidwell Friends School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$77,262,069 Top 11% higher than 89% 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 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. Sidwell Friends School Defined Contribution Retirement Plan sits mid-pack in the medium band (269 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sidwell Friends School Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Sidwell Friends School Defined Contribution Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Sidwell Friends School Defined Contribution Retirement Plan reported participants fell from 285 in the plan year 2022 filing to 269 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 530196519 · Sidwell Friends School PY 2023 · Other
Sidwell Friends School Defined Contribution Retirement Plan · $77M · 269 · 89th
- VS-ST $77M
- BOY 269
- SCH 89th
- EBSA Other
- PART near Purdue Research Foundation Defined Contribution Retirement Plan
- TYPE ind #3029
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 Defined Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $8M |
| Employer EIN | 530196519 |
| Plan Effective Date | 1948-10-01 |
| 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 Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Purdue Research Foundation Defined Contribution Retirement Plan in IN ($77M); by covered participants it is Asrc Defined Contribution Retirement Plan in SC (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.
- Asrc Defined Contribution Retirement Plan (SC) 269 · 0 off
- Memorial Health Care Systems Tax Deferred Annuity Plan (NE) 269 · 0 off
- Meadowood Corporation 403(b) Retirement Plan (PA) 269 · 0 off
- Macomb-Oakland Regional Center 403(b) Plan (MI) 269 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.