Other · DOL Form 5500 · 2023

Georgetown Day School, Inc. Retirement Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
356
Participants Below avg headcount
91st
Percentile by assets National rank
$262,235
Avg per participant Above avg balance/head
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Official DOL plan name: Georgetown Day School, Inc. 403(b) Retirement Plan · Sponsored by Georgetown Day School, Inc. · District of Columbia · Educational Services

$93M in assets, 356 participants

Georgetown Day School, Inc.'s Georgetown Day School, Inc. 403(b) Retirement Plan reported $93M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,136 in Educational Services (3,735 peers)

Coverage in District of Columbia

Georgetown Day School, Inc. 403(b) Retirement Plan covers 356 participants in District of Columbia, about 24% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $93M.

#3,136
in Educational Services (3,735 peers)
+13.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Georgetown Day School, Inc. 403(b) Retirement Plan's outsized position by total assets

Georgetown Day School, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$93,355,711 Top 9% higher than 91% 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

Georgetown Day School, Inc. 403(b) 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. Georgetown Day School, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Georgetown Day School, Inc. 403(b) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Georgetown Day School, Inc. 403(b) Retirement Plan end-of-year assets rose from $82M in the plan year 2022 filing to $93M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 530204701 · Georgetown Day School, Inc. PY 2023 · Other

Georgetown Day School, Inc. 403(b) Retirement Plan · $93M · 356 · 91st

  • EOY $93M
  • 5500 356
  • ASSETS 91st
  • PCT Other
  • EIN near Lake Charles Memorial Health System 403(b) Plan
  • RANK ind #3136

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 →

Georgetown Day School, Inc. 403(b) Retirement Plan in the asset neighbourhood

East Tennessee Children's Hospital 403(b) Retirement ProgramEast Tennessee Children's Ho…$94MLake Charles Memorial Health System 403(b) PlanLake Charles Memorial Health…$93MGeorgetown Day School, Inc. 403(b) Retirement PlanGeorgetown Day School, Inc. …$93MSpelman College Defined Contribution PlanSpelman College Defined Cont…$93MVersiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$93M
End-of-year total assets ($M) among Georgetown Day School, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$93M
Net Income$11M
Employer EIN530204701
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgetown Day School, Inc.)

Sponsor-wide plan assets over time

All Georgetown Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 29.45999827270383% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $82M $106M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 355 $82M
2023 1 356 $93M
2024 1 378 $106M

Nearby Other Plans in District of Columbia

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

Georgetown Day School, Inc. 403(b) Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Georgetown Day School, Inc. 403(b) Retirement Plan, Total assets ($B): 0.093355711 · Participants: 356Georgetown Day School, Inc. 403(b) Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Georgetown Day School, Inc. 403(b) Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Georgetown Day School, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Georgetown Day School, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Lake Charles Memorial Health System 403(b) Plan in LA ($93M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Georgetown Day School, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Georgetown Day School, Inc. 403(b) Retirement Plan grew at a solid clip - up 13.8% during 2023, from $82M to $93M. Reported net income was $11M.
How have Georgetown Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgetown Day School, Inc.'s sponsor-wide assets grew 29.5%, from $82M to $106M.
Where does Georgetown Day School, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Georgetown Day School, Inc. 403(b) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Georgetown Day School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lake Charles Memorial Health System 403(b) Plan in LA ($93M, 2,317 participants).
Which Other plans cover a similar participant headcount to Georgetown Day School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 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 530204701.

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.