Other · DOL Form 5500 · 2023
Grier Foundation Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 36th
- Percentile by assets National rank
Official DOL plan name: Trust Under Grier School Plan · Sponsored by Grier Foundation · Pennsylvania · Educational Services
$3M in assets, N/A participants
Grier Foundation's Trust Under Grier School Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #882 in Educational Services (3,735 peers)
Grier Foundation multi-year trail
Grier Foundation's plans moved +16.1% in assets from 2022 to 2024; this filing shows Trust Under Grier School Plan at $3M / N/A participants.
- #882
- in Educational Services (3,735 peers)
- +5.6%
- assets growth YoY
Trust Under Grier School Plan's mid-pack asset rank among Educational Services and all filers
Trust Under Grier School Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,034,727 36th percentile higher than 36% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trust Under Grier School Plan reported net income rose from $23K in the plan year 2022 filing to $161K in the plan year 2023 filing.
- Trust Under Grier School Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231517016 · Grier Foundation PY 2023 · Other
Trust Under Grier School Plan · $3M · N/A · 36th
- EBSA $3M
- EBSA N/A
- EBSA 36th
- EBSA Other
- EBSA near The Franklin Academy Defined Contribution Plan
- EBSA ind #882
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 →
Trust Under Grier School Plan in the asset neighbourhood
Grier Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Grier Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 16.09541214047735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 139 | $11M |
| 2023 | 2 | 147 | $12M |
| 2024 | 2 | 165 | $13M |
Grier Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $161K |
| Employer EIN | 231517016 |
| Plan Effective Date | 2005-10-20 |
| Filing Status | FILING RECEIVED |
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
Trust Under Grier School Plan's closest out-of-state Other peers by assets
Outside Pennsylvania, the nearest Other by end-of-year assets is The Franklin Academy Defined Contribution Plan in CT at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.