Other · DOL Form 5500 · 2023
The Episcopal Academy Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 360
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $142,749
- Avg per participant Near avg balance/head
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.
- #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.
- #2,788
- in Educational Services (3,735 peers)
- +18.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Episcopal Academy 403(b) Defined Contribution Retirement Plan's outsized position by total assets
The Episcopal Academy 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,389,706 Top 14% higher than 86% of 127,068 filed plans
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 403(b) 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 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (360 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 231370500 · The Episcopal Academy PY 2023 · Other
The Episcopal Academy 403(b) Defined Contribution Retirement Plan · $51M · 360 · 86th
- ASSETS $51M
- ASSETS 360
- ASSETS 86th
- ASSETS Other
- ASSETS near Donor Network West Retirement Plan
- ASSETS ind #2788
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 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
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)
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
| 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 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
The Episcopal Academy 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Donor Network West Retirement Plan in CA ($51M); by covered participants it is Goodwill Serving the Ppl of S La Cty 403(b) Plan in CA (360 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (360 participants); asset peers above are excluded.
- Goodwill Serving the Ppl of S La Cty 403(b) Plan (CA) 360 · 0 off
- Stephens College DC Retirement Plan (MO) 360 · 0 off
- Little River Medical Center Inc. 403b Plan (SC) 359 · 1 off
- The College of Idaho 403(b) Retirement Plan (ID) 361 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.