Other · DOL Form 5500 · 2023

Episcopal High School Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
178
Participants Small participant base
88th
Percentile by assets National rank
$368,474
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Episcopal High School Defined Contribution Retirement Plan · Sponsored by Episcopal High School · Virginia · Other Services

$66M in assets, 178 participants

Episcopal High School's Episcopal High School Defined Contribution Retirement Plan reported $66M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,468 in Other Services (7,857 peers)

Coverage in Virginia

Episcopal High School Defined Contribution Retirement Plan covers 178 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $66M.

#7,468
in Other Services (7,857 peers)
+19.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Episcopal High School Defined Contribution Retirement Plan's outsized position by total assets

Episcopal High School Defined Contribution Retirement Plan vs every filed plan by assets

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

$65,588,364 Top 12% higher than 88% 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

Episcopal High School Defined Contribution 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. Episcopal High School Defined Contribution Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Episcopal High School Defined Contribution Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Episcopal High School Defined Contribution Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Episcopal High School Defined Contribution Retirement Plan reported participants rose from 174 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540506326 · Episcopal High School PY 2023 · Other

Episcopal High School Defined Contribution Retirement Plan · $66M · 178 · 88th

  • EIN $66M
  • EIN 178
  • EIN 88th
  • EIN Other
  • EIN near Saint David's School Retirement Plan
  • EIN ind #7468

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 Other Services retirement plans → · Plans in Virginia →

Episcopal High School Defined Contribution Retirement Plan in the asset neighbourhood

Carti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$66MEpiscopal High School Defined Contribution Retirement PlanEpiscopal High School Define…$66MSaint David's School Retirement PlanSaint David's School Retirem…$66MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$66MMontefiore Nyack Hospital 403(b) PlanMontefiore Nyack Hospital 40…$65M
End-of-year total assets ($M) among Episcopal High School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$66M
Net Income$11M
Employer EIN540506326
Plan Effective Date1945-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal High School)

Sponsor-wide plan assets over time

All Episcopal High School plans reported in each filing year

Latest sponsor-wide plan assets
$72M 30.46986936006692% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.9M $71.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 174 $55M
2023 1 178 $66M
2024 1 195 $72M

Nearby Other Plans in Virginia

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

Episcopal High School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Episcopal High School Defined Contribution Retirement Plan, Total assets ($B): 0.065588364 · Participants: 178Episcopal High School Defined Contribution Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Episcopal High School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Episcopal High School Defined Contribution Retirement Plan side-by-side with 3 peers →

Episcopal High School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Saint David's School Retirement Plan in NY ($66M); by covered participants it is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Episcopal High School Defined Contribution Retirement Plan assets move in 2023? ▼
Episcopal High School Defined Contribution Retirement Plan grew sharply - up 19.5% during 2023, from $55M to $66M. Reported net income was $11M.
How have Episcopal High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal High School's sponsor-wide assets grew 30.5%, from $55M to $72M.
Where does Episcopal High School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Episcopal High School Defined Contribution Retirement Plan ranks in the 88th 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 Episcopal High School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint David's School Retirement Plan in NY ($66M, 152 participants).
Which Other plans cover a similar participant headcount to Episcopal High School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants, $72M 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 540506326.

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.