Other · DOL Form 5500 · 2023

Ascent Classical Academies Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
207
Participants Below avg headcount
24th
Percentile by assets National rank
$5,094
Avg per participant Low balance/head
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Official DOL plan name: Ascent Classical Academies 403b Plan · Sponsored by Ascent Classical Academies · South Carolina · Educational Services

$1M in assets, 207 participants

Ascent Classical Academies's Ascent Classical Academies 403b Plan reported $1M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #591 in Educational Services (3,735 peers)

2023 asset change

Ascent Classical Academies 403b Plan surged 62.2% in 2023 ($650K → $1M) for 207 participants.

#591
in Educational Services (3,735 peers)
+62.2%
assets growth YoY

Ascent Classical Academies 403b Plan among the smaller filed plans by assets

Ascent Classical Academies 403b Plan vs every filed plan by assets

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

$1,054,519 24th percentile higher than 24% 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

Ascent Classical Academies 403b 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. Ascent Classical Academies 403b Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascent Classical Academies 403b Plan reported net income rose from $199K in the plan year 2022 filing to $402K in the plan year 2023 filing.
  • Ascent Classical Academies 403b Plan end-of-year assets rose from $650K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ascent Classical Academies 403b Plan reported participants rose from 181 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814708299 · Ascent Classical Academies PY 2023 · Other

Ascent Classical Academies 403b Plan · $1M · 207 · 24th

  • BOY $1M
  • SCH 207
  • EBSA 24th
  • PART Other
  • TYPE near Friends of Boca Grande Community Center 403b Plan
  • NET ind #591

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 South Carolina →

Ascent Classical Academies 403b Plan in the asset neighbourhood

Friends of Boca Grande Community Center 403b PlanFriends of Boca Grande Commu…$1MGlenwood Village Care Center Dba Glenwood Retirement Village Tax Deferred Annuity PlanGlenwood Village Care Center…$1MLearning Disabilities Association Tax Deferred Annuity PlanLearning Disabilities Associ…$1MAscent Classical Academies 403b PlanAscent Classical Academies 4…$1MLake Farms Employee Profit Sharing TrustLake Farms Employee Profit S…$1M
End-of-year total assets ($M) among Ascent Classical Academies 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ascent Classical Academies years around the 2023 move

Sponsor-wide plan assets over time

All Ascent Classical Academies plans reported in each filing year

Latest sponsor-wide plan assets
$711K 9.41887744506065% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.65M $0.71M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 181 $650K
2023 1 207 $1M
2024 1 7 $711K

2023 asset-move particulars

Total Assets (Beginning of Year)$650K
Net Assets (End of Year)$1M
Net Income$402K
Employer EIN814708299
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in South Carolina

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

Ascent Classical Academies 403b Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Ascent Classical Academies 403b Plan, Total assets ($M): 1.054519 · Participants: 207Ascent Classical Academies 403b PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Ascent Classical Academies 403b Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Ascent Classical Academies 403b Plan side-by-side with 3 peers →

Ascent Classical Academies 403b Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Friends of Boca Grande Community Center 403b Plan in FL ($1M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Ascent Classical Academies 403b Plan assets move in 2023? ▼
Ascent Classical Academies 403b Plan surged - up 62.2% during 2023, from $650K to $1M. Reported net income was $402K.
How have Ascent Classical Academies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascent Classical Academies's sponsor-wide assets grew 9.4%, from $650K to $711K.
Where does Ascent Classical Academies 403b Plan rank by assets among Form 5500 filers? ▼
Ascent Classical Academies 403b Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Ascent Classical Academies 403b Plan? ▼
Among Other plans in other states, the closest by assets is Friends of Boca Grande Community Center 403b Plan in FL ($1M, 7 participants).
Which Other plans cover a similar participant headcount to Ascent Classical Academies 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants, $53M 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 814708299.

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.