Profit Sharing · DOL Form 5500 · 2023

The Episcopal Academy Profit Sharing Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
357
Participants Below avg headcount
82nd
Percentile by assets National rank
$104,797
Avg per participant Below avg balance/head
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Official DOL plan name: The Episcopal Academy 401(a) Defined Contribution Retirement Plan · Sponsored by The Episcopal Academy · Pennsylvania · Educational Services

$37M in assets, 357 participants

The Episcopal Academy's The Episcopal Academy 401(a) Defined Contribution Retirement Plan reported $37M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,550 in Educational Services (3,735 peers)

Coverage in Pennsylvania

The Episcopal Academy 401(a) Defined Contribution Retirement Plan covers 357 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $37M.

#2,550
in Educational Services (3,735 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Episcopal Academy 401(a) Defined Contribution Retirement Plan's outsized position by total assets

The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs every filed plan by assets

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

$37,412,529 Top 18% higher than 82% 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

The Episcopal Academy 401(a) 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. The Episcopal Academy 401(a) Defined Contribution Retirement Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Episcopal Academy 401(a) Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Episcopal Academy 401(a) Defined Contribution Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • The Episcopal Academy 401(a) Defined Contribution Retirement Plan reported participants rose from 350 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231370500 · The Episcopal Academy PY 2023 · Profit Sharing

The Episcopal Academy 401(a) Defined Contribution Retirement Plan · $37M · 357 · 82nd

  • EOY $37M
  • 5500 357
  • ASSETS 82nd
  • PCT Profit Sharing
  • EIN near Family & Children's Services 403(b) Plan
  • RANK ind #2550

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 →

The Episcopal Academy 401(a) Defined Contribution Retirement Plan in the asset neighbourhood

Healthtexas Medical Group 401(k) Profit Sharing PlanHealthtexas Medical Group 40…$38MNet Lease Capital Advisors Inc Profit Sharing PlanNet Lease Capital Advisors I…$38MThe Episcopal Academy 401(a) Defined Contribution Retirement PlanThe Episcopal Academy 401(a)…$37MFamily & Children's Services 403(b) PlanFamily & Children's Services…$37MSan Francisco Opera Defined Contribution PlanSan Francisco Opera Defined …$37M
End-of-year total assets ($M) among The Episcopal Academy 401(a) Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN231370500
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Episcopal Academy)

Sponsor-wide plan assets over time

All The Episcopal Academy plans reported in each filing year

Latest sponsor-wide plan assets
$101M 34.458242362217575% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.2M $101M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 665 $75M
2023 2 717 $89M
2024 2 733 $101M

Nearby Profit Sharing Plans in Pennsylvania

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

The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Episcopal Academy 401(a) Defined Contribution Retirement Plan, Total assets ($B): 0.037412529 · Participants: 357The Episcopal Academy 401(a) Defined Contribution Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare The Episcopal Academy 401(a) Defined Contribution Retirement Plan side-by-side with 3 peers →

The Episcopal Academy 401(a) Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Family & Children's Services 403(b) Plan in OK ($37M); by covered participants it is Cossma, Inc. Retirement Plan in PR (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 The Episcopal Academy 401(a) Defined Contribution Retirement Plan assets move in 2023? ▼
The Episcopal Academy 401(a) Defined Contribution Retirement Plan grew sharply - up 18.3% during 2023, from $32M to $37M. Reported net income was $6M.
How have The Episcopal Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Episcopal Academy's sponsor-wide assets grew 34.5%, from $75M to $101M.
Where does The Episcopal Academy 401(a) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Episcopal Academy 401(a) Defined Contribution Retirement Plan ranks in the 82nd 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 Profit Sharing plans are similar in size to The Episcopal Academy 401(a) Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Family & Children's Services 403(b) Plan in OK ($37M, 989 participants).
Which Profit Sharing plans cover a similar participant headcount to The Episcopal Academy 401(a) Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cossma, Inc. Retirement Plan in PR (357 participants, $13M 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 231370500.

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.