Other · DOL Form 5500 · 2023

Sewickley Academy Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
168
Participants Small participant base
79th
Percentile by assets National rank
$180,643
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sewickley Academy DC Plan · Sponsored by Sewickley Academy · Pennsylvania · Educational Services

$30M in assets, 168 participants

Sewickley Academy's Sewickley Academy DC Plan reported $30M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,413 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Sewickley Academy DC Plan covers 168 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.

#2,413
in Educational Services (3,735 peers)
+7.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sewickley Academy DC Plan's outsized position by total assets

Sewickley Academy DC Plan vs every filed plan by assets

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

$30,347,968 Top 21% higher than 79% 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

Sewickley Academy DC 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. Sewickley Academy DC Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sewickley Academy DC Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sewickley Academy DC Plan end-of-year assets rose from $28M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Sewickley Academy DC Plan reported participants rose from 160 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 250965558 · Sewickley Academy PY 2023 · Other

Sewickley Academy DC Plan · $30M · 168 · 79th

  • VS-ST $30M
  • BOY 168
  • SCH 79th
  • EBSA Other
  • PART near 403(b) Thrift Plan for Employees of the Hagedorn Little Village School
  • TYPE ind #2413

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 Pennsylvania →

Sewickley Academy DC Plan in the asset neighbourhood

Hadassah, the Womens Zionist Organization of America, Inc. 403(b) PlanHadassah, the Womens Zionist…$30MSewickley Academy DC Plan$30M403(b) Thrift Plan for Employees of the Hagedorn Little Village School403(b) Thrift Plan for Emplo…$30MCape Henry Collegiate Retirement PlanCape Henry Collegiate Retire…$30MAga Institute Retirement Plan$30M
End-of-year total assets ($M) among Sewickley Academy DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN250965558
Plan Effective Date1948-02-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Sewickley Academy)

Sponsor-wide plan assets over time

All Sewickley Academy plans reported in each filing year

Latest sponsor-wide plan assets
$42M 5.564353516894667% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.7M $41.9M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 250 $40M
2023 2 252 $43M
2024 1 155 $42M

Nearby Other Plans in Pennsylvania

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

Sewickley Academy DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Sewickley Academy DC Plan, Total assets ($B): 0.030347968 · Participants: 168Sewickley Academy DC PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Sewickley Academy DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Sewickley Academy DC Plan side-by-side with 3 peers →

Sewickley Academy DC Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Hagedorn Little Village School in NY ($30M); by covered participants it is St. Mary's Episcopal School Defined Contribution Retirement Plan in TN (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Sewickley Academy DC Plan assets move in 2023? ▼
Sewickley Academy DC Plan grew at a solid clip - up 7.3% during 2023, from $28M to $30M. Reported net income was $2M.
How have Sewickley Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sewickley Academy's sponsor-wide assets grew 5.6%, from $40M to $42M.
Where does Sewickley Academy DC Plan rank by assets among Form 5500 filers? ▼
Sewickley Academy DC Plan ranks in the 79th 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 Sewickley Academy DC Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Hagedorn Little Village School in NY ($30M, 449 participants).
Which Other plans cover a similar participant headcount to Sewickley Academy DC Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Mary's Episcopal School Defined Contribution Retirement Plan in TN (168 participants, N/A 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 250965558.

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.