Other · DOL Form 5500 · 2023

The Episcopal Academy Retirement Plan

Data updated 2026-08-11

$51M
Total assets: 360
Participants: 86th
Percentile by assets: $142,749
Avg per participant

Official DOL plan name: The Episcopal Academy 403(b) Defined Contribution Retirement Plan · Sponsored by The Episcopal Academy · Pennsylvania · Educational Services

$51M in assets, 360 participants

The Episcopal Academy's The Episcopal Academy 403(b) Defined Contribution Retirement Plan reported $51M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

86th percentile by assets (of 127,072 plans)
#2,788 in Educational Services (3,735 peers)

Coverage in Pennsylvania

The Episcopal Academy 403(b) Defined Contribution Retirement Plan covers 360 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $51M.

$51M
total plan assets (2023 EOY): 360
covered participants: 86th
percentile by assets (of 127,072 plans): $142,749
avg assets per participant

The Episcopal Academy 403(b) Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
The Episcopal Academy 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $51M in the plan year 2023 filing.
The Episcopal Academy 403(b) Defined Contribution Retirement Plan reported participants rose from 315 in the plan year 2022 filing to 360 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 403(b) Defined Contribution Retirement Plan reports 360 participants - about 44% of that state average ($51M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$51M
Net Income	$8M
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 Other Plans in Pennsylvania

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

The Episcopal Academy 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

The University of Pennsylvania Matching Plan $6.3B · 20,979
Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
Jefferson Defined Contribution Retirement Plan $2.5B · 15,783

Compare The Episcopal Academy 403(b) Defined Con… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Episcopal Academy 403(b) Defined Contribution Retirement Plan by total assets, not by location.

Donor Network West Retirement Plan (CA) $51M · 408
Severn School 403(b) Retirement Plan (MD) $51M · 167
Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan (AZ) $51M · 1,183
Colby-Sawyer College DC Retirement Plan (NH) $51M · 302

Frequently Asked Questions

How did The Episcopal Academy 403(b) Defined Contribution Retirement Plan assets move in 2023? ▼

The Episcopal Academy 403(b) Defined Contribution Retirement Plan grew sharply - up 18.0% during 2023, from $44M to $51M. Reported net income was $8M.

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 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

The Episcopal Academy 403(b) Defined Contribution Retirement Plan ranks in the 86th 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 The Episcopal Academy 403(b) Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Donor Network West Retirement Plan in CA ($51M, 408 participants).

Next read for The Episcopal Academy 403(b) Defined Con…

Filing takeaways

Ways to act on The Episcopal Academy 403(b) Defined Contribution Retirement Plan's numbers.

By total assets, The Episcopal Academy 403(b) 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 Other 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.