Profit Sharing · DOL Form 5500 · 2023

The Episcopal Academy Profit Sharing Plan

Data updated 2026-08-11

$37M
Total assets: 357
Participants: 82nd
Percentile by assets: $104,797
Avg per participant

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.

82nd percentile by assets (of 127,072 plans)
#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.

$37M
total plan assets (2023 EOY): 357
covered participants: 82nd
percentile by assets (of 127,072 plans): $104,797
avg assets per participant

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 →

State

Pennsylvania

Industry

Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Episcopal Academy 401(a) Defined Contribution Retirement Plan reports 357 participants - about 43% of that state average ($37M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$32M
Net Assets (End of Year)	$37M
Net Income	$6M
Employer EIN	231370500
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Episcopal Academy)

Total plan assets by year, all The Episcopal Academy plans on file

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

Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
University of Pennsylvania Basic Plan $1.7B · 21,016
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458

Compare The Episcopal Academy 401(a) Defined Con… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Episcopal Academy 401(a) Defined Contribution Retirement Plan by total assets, not by location.

Family & Children's Services 403(b) Plan (OK) $37M · 989
Net Lease Capital Advisors Inc Profit Sharing Plan (NH) $38M · 49
San Francisco Opera Defined Contribution Plan (CA) $37M · 106
Healthtexas Medical Group 401(k) Profit Sharing Plan (TX) $38M · 418

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).

Next read for The Episcopal Academy 401(a) Defined Con…

Filing takeaways

Ways to act on The Episcopal Academy 401(a) Defined Contribution Retirement Plan's numbers.

By total assets, The Episcopal Academy 401(a) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
The Episcopal Academy's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Educational Services plans

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.