Other · DOL Form 5500 · 2023

Sewickley Academy Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
84
Participants Small participant base
63rd
Percentile by assets National rank
$146,733
Avg per participant Above avg balance/head
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Official DOL plan name: Sewickley Academy Tda Plan · Sponsored by Sewickley Academy · Pennsylvania · Educational Services

$12M in assets, 84 participants

Sewickley Academy's Sewickley Academy Tda Plan reported $12M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,714 in Educational Services (3,735 peers)

2023 asset change

Sewickley Academy Tda Plan grew at a solid clip 8.4% in 2023 ($11M → $12M) for 84 participants.

#1,714
in Educational Services (3,735 peers)
+8.4%
assets growth YoY

Sewickley Academy Tda Plan's mid-pack asset rank among Educational Services and all filers

Sewickley Academy Tda Plan vs every filed plan by assets

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

$12,325,538 Top 37% higher than 63% 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 Tda Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sewickley Academy Tda Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sewickley Academy Tda Plan reported net income rose from -$2M in the plan year 2022 filing to $950K in the plan year 2023 filing.
  • Sewickley Academy Tda Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Sewickley Academy Tda Plan reported participants fell from 90 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250965558 · Sewickley Academy PY 2023 · Other

Sewickley Academy Tda Plan · $12M · 84 · 63rd

  • RANK $12M
  • RANK 84
  • RANK 63rd
  • RANK Other
  • RANK near Dimock Community Foundation 403(b) Plan
  • RANK ind #1714

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 Tda Plan in the asset neighbourhood

Sewickley Academy Tda Plan$12MDimock Community Foundation 403(b) PlanDimock Community Foundation …$12MMuseum of Flight 403(b) Plan$12MMarine Military Academy, Inc. Retirement PlanMarine Military Academy, Inc…$12MPortage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement PlanPortage Path Behavioral Heal…$12M
End-of-year total assets ($M) among Sewickley Academy Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Sewickley Academy years around the 2023 move

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

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$950K
Employer EIN250965558
Plan Effective Date1948-02-13
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Sewickley Academy Tda Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Sewickley Academy Tda Plan, Total assets ($B): 0.012325538 · Participants: 84Sewickley Academy Tda 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 Tda Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Sewickley Academy Tda Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is Dimock Community Foundation 403(b) Plan in MA ($12M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Tda Plan assets move in 2023? ▼
Sewickley Academy Tda Plan grew at a solid clip - up 8.4% during 2023, from $11M to $12M. Reported net income was $950K.
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.
Which Other plans are similar in size to Sewickley Academy Tda Plan? ▼
Among Other plans in other states, the closest by assets is Dimock Community Foundation 403(b) Plan in MA ($12M, 670 participants).
Which Other plans cover a similar participant headcount to Sewickley Academy Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Senior School 403 (B) Plan in CA (84 participants, $16M 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.