Other · DOL Form 5500 · 2023
Appletree Institute for Education Innovation, Inc Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $27,130
- Avg per participant Low balance/head
Official DOL plan name: Appletree Institute 403(b) Plan · Sponsored by Appletree Institute for Education Innovation, Inc · District of Columbia · Educational Services
$4M in assets, 152 participants
Appletree Institute for Education Innovation, Inc's Appletree Institute 403(b) Plan reported $4M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #1,012 in Educational Services (3,735 peers)
Coverage in District of Columbia
Appletree Institute 403(b) Plan covers 152 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $4M.
- #1,012
- in Educational Services (3,735 peers)
- +15.1%
- assets growth YoY
Appletree Institute 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Appletree Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,123,822 41st percentile higher than 41% 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
Appletree Institute 403(b) 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. Appletree Institute 403(b) Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appletree Institute 403(b) Plan reported net income rose from -$632K in the plan year 2022 filing to $542K in the plan year 2023 filing.
- Appletree Institute 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Appletree Institute 403(b) Plan reported participants fell from 157 in the plan year 2022 filing to 152 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043331760 · Appletree Institute for Education Innovation, Inc PY 2023 · Other
Appletree Institute 403(b) Plan · $4M · 152 · 41st
- BOY $4M
- BOY 152
- BOY 41st
- BOY Other
- BOY near Chemed Retirement Plan
- BOY ind #1012
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 →
Appletree Institute 403(b) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $542K |
| Employer EIN | 043331760 |
| Plan Effective Date | 2006-11-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appletree Institute for Education Innovation, Inc)
Sponsor-wide plan assets over time
All Appletree Institute for Education Innovation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 46.7503937533313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $4M |
| 2023 | 1 | 152 | $4M |
| 2024 | 1 | 335 | $5M |
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
Appletree Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Chemed Retirement Plan in NJ ($4M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Chemed Retirement Plan (NJ) $4M · 356
- Wellan Montessori School 403(b) Plan (MA) $4M · 97
- Legal Services of Eastern Michigan 403b Plan (MI) $4M · 36
- Science Museum Oklahoma 403(b) Plan (OK) $4M · 167
Similar participant headcount
Nearest other-state filings by covered participants (152 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.