Other · DOL Form 5500 · 2023

The Grammar School, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
27
Participants Small participant base
39th
Percentile by assets National rank
$141,055
Avg per participant Near avg balance/head
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Official DOL plan name: The Grammar School, Inc. 403(b) Plan · Sponsored by The Grammar School, Inc. · Vermont · Educational Services

$4M in assets, 27 participants

The Grammar School, Inc.'s The Grammar School, Inc. 403(b) Plan reported $4M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #968 in Educational Services (3,735 peers)

2023 asset change

The Grammar School, Inc. 403(b) Plan grew sharply 27.9% in 2023 ($3M → $4M) for 27 participants.

#968
in Educational Services (3,735 peers)
+27.9%
assets growth YoY

The Grammar School, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

The Grammar School, Inc. 403(b) Plan vs every filed plan by assets

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

$3,808,480 39th percentile higher than 39% 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 Grammar School, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Grammar School, Inc. 403(b) Plan is a small filing (27 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030211036 · The Grammar School, Inc. PY 2023 · Other

The Grammar School, Inc. 403(b) Plan · $4M · 27 · 39th

  • PART $4M
  • PART 27
  • PART 39th
  • PART Other
  • PART near Dental Center of Nortwest Ohio 403(b) Retirement Plan
  • PART ind #968

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 Vermont →

The Grammar School, Inc. 403(b) Plan in the asset neighbourhood

The Grammar School, Inc. 403(b) PlanThe Grammar School, Inc. 403…$4MDental Center of Nortwest Ohio 403(b) Retirement PlanDental Center of Nortwest Oh…$4MDr. Richard Izquierdo Health and Science Charter School 403(b) PlanDr. Richard Izquierdo Health…$4MEaster Seals Western and Central Pennsylvania Retirement Savings PlanEaster Seals Western and Cen…$4MMaharishi International University 403(b) DC PlanMaharishi International Univ…$4M
End-of-year total assets ($M) among The Grammar School, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Grammar School, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All The Grammar School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.20548880393227745% vs 2023
2024 filing year
$3.8M$3.8M$3.81M$3.81M$3.82M 20232024 $3.81M $3.8M ▼ -0.3%
Year Plans Participants Total Assets
2023 1 27 $4M
2024 1 12 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$830K
Employer EIN030211036
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

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

The Grammar School, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants The Grammar School, Inc. 403(b) Plan, Total assets ($M): 3.80848 · Participants: 27The Grammar School, Inc. 403(b) PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
The Grammar School, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare The Grammar School, Inc. 403(b) Plan side-by-side with 3 peers →

The Grammar School, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH ($4M); by covered participants it is Global Kids 403(b) DC Plan in NY (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Grammar School, Inc. 403(b) Plan assets move in 2023? ▼
The Grammar School, Inc. 403(b) Plan grew sharply - up 27.9% during 2023, from $3M to $4M. Reported net income was $830K.
How have The Grammar School, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Grammar School, Inc.'s sponsor-wide assets declined 0.2%, from $4M to $4M.
Which Other plans are similar in size to The Grammar School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH ($4M, 76 participants).
Which Other plans cover a similar participant headcount to The Grammar School, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Global Kids 403(b) DC Plan in NY (27 participants, $2M 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 030211036.

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.