Other · DOL Form 5500 · 2023
The Madeira School Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $226,197
- Avg per participant Above avg balance/head
Official DOL plan name: The Madeira School 403(b) Plan · Sponsored by The Madeira School · Virginia · Educational Services
$26M in assets, 115 participants
The Madeira School's The Madeira School 403(b) Plan reported $26M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #2,290 in Educational Services (3,735 peers)
Coverage in Virginia
The Madeira School 403(b) Plan covers 115 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $26M.
- #2,290
- in Educational Services (3,735 peers)
- +19.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Madeira School 403(b) Plan's outsized position by total assets
The Madeira School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,012,695 Top 23% higher than 77% 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 Madeira School 403(b) 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 Madeira School 403(b) Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Madeira School 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Madeira School 403(b) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- The Madeira School 403(b) Plan reported participants rose from 109 in the plan year 2022 filing to 115 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 540505925 · The Madeira School PY 2023 · Other
The Madeira School 403(b) Plan · $26M · 115 · 77th
- SCH $26M
- EBSA 115
- PART 77th
- TYPE Other
- NET near Sunrise Community, Inc. the Employee Pension Benefit Plan
- BOOK ind #2290
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 Virginia →
The Madeira School 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 540505925 |
| Plan Effective Date | 1961-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Madeira School)
Sponsor-wide plan assets over time
All The Madeira School plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $22M |
| 2023 | 1 | 115 | $26M |
| 2024 | 1 | 123 | N/A |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
The Madeira School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Sunrise Community, Inc. the Employee Pension Benefit Plan in FL ($26M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Sunrise Community, Inc. the Employee Pension Benefit Plan (FL) $26M · 2,877
- National Council of State Boards of Nursing, Inc. 403(b) DC Plan (IL) $26M · 147
- Trinity Preparatory School Defined Contribution Retirement Plan (FL) $26M · 136
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland (IA) $26M · 948
Similar participant headcount
Nearest other-state filings by covered participants (115 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.