Other · DOL Form 5500 · 2023

The Pembroke Hill School Retirement Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
205
Participants Below avg headcount
87th
Percentile by assets National rank
$273,655
Avg per participant High balance/head
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Official DOL plan name: Pembroke Hill School Defined Contribution Retirement Plan · Sponsored by The Pembroke Hill School · Missouri · Educational Services

$56M in assets, 205 participants

The Pembroke Hill School's Pembroke Hill School Defined Contribution Retirement Plan reported $56M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,843 in Educational Services (3,735 peers)

Coverage in Missouri

Pembroke Hill School Defined Contribution Retirement Plan covers 205 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $56M.

#2,843
in Educational Services (3,735 peers)
+10.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pembroke Hill School Defined Contribution Retirement Plan's outsized position by total assets

Pembroke Hill School Defined Contribution Retirement Plan vs every filed plan by assets

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

$56,099,191 Top 13% higher than 87% 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

Pembroke Hill 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. Pembroke Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pembroke Hill School Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pembroke Hill School Defined Contribution Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Pembroke Hill School Defined Contribution Retirement Plan reported participants rose from 200 in the plan year 2022 filing to 205 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431326059 · The Pembroke Hill School PY 2023 · Other

Pembroke Hill School Defined Contribution Retirement Plan · $56M · 205 · 87th

  • ASSETS $56M
  • PCT 205
  • EIN 87th
  • RANK Other
  • PHOTO near United Nations Foundation, Inc. 403(b) DC Plan
  • IND ind #2843

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 Missouri →

Pembroke Hill School Defined Contribution Retirement Plan in the asset neighbourhood

Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement PlanNat'l Foundation for the Cen…$56MUnited Nations Foundation, Inc. 403(b) DC PlanUnited Nations Foundation, I…$56MPembroke Hill School Defined Contribution Retirement PlanPembroke Hill School Defined…$56MVision 401(k) Plan$56MSt. Rose Hospital 403(b) Savings PlanSt. Rose Hospital 403(b) Sav…$56M
End-of-year total assets ($M) among Pembroke Hill School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$56M
Net Income$5M
Employer EIN431326059
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pembroke Hill School)

Sponsor-wide plan assets over time

All The Pembroke Hill School plans reported in each filing year

Latest sponsor-wide plan assets
$60M 18.631275373680936% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.8M $60.3M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 200 $51M
2023 1 205 $56M
2024 1 202 $60M

Nearby Other Plans in Missouri

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

Pembroke Hill School Defined Contribution Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Pembroke Hill School Defined Contribution Retirement Plan, Total assets ($B): 0.056099191 · Participants: 205Pembroke Hill School Defined Contribution Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Pembroke Hill School Defined Contribution Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Pembroke Hill School Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest Other by assets is United Nations Foundation, Inc. 403(b) DC Plan in DC ($56M); by covered participants it is Bath Community Hospital Employees 403(b) Retirement Plan in VA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Pembroke Hill School Defined Contribution Retirement Plan assets move in 2023? ▼
Pembroke Hill School Defined Contribution Retirement Plan grew at a solid clip - up 10.5% during 2023, from $51M to $56M. Reported net income was $5M.
How have The Pembroke Hill School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pembroke Hill School's sponsor-wide assets grew 18.6%, from $51M to $60M.
Where does Pembroke Hill School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Pembroke Hill School Defined Contribution Retirement Plan ranks in the 87th 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 Pembroke Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is United Nations Foundation, Inc. 403(b) DC Plan in DC ($56M, 282 participants).
Which Other plans cover a similar participant headcount to Pembroke Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bath Community Hospital Employees 403(b) Retirement Plan in VA (205 participants, $12M 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 431326059.

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.