Other · DOL Form 5500 · 2023
Collegiate School Retirement Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 398
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $264,509
- Avg per participant High balance/head
Official DOL plan name: Collegiate School 403(b) Retirement Plan · Sponsored by Collegiate School · Virginia · Educational Services
$105M in assets, 398 participants
Collegiate School's Collegiate School 403(b) Retirement Plan reported $105M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,192 in Educational Services (3,735 peers)
Where Collegiate School 403(b) Retirement Plan sits by assets
Collegiate School 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $105M for 398 participants (~$264,509/participant), up 11.0% in 2023.
- #3,192
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Collegiate School 403(b) Retirement Plan's outsized position by total assets
Collegiate School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$105,274,743 Top 8% higher than 92% 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
Collegiate School 403(b) 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. Collegiate School 403(b) Retirement Plan sits mid-pack in the medium band (398 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Collegiate School 403(b) Retirement Plan end-of-year assets rose from $95M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- Collegiate School 403(b) Retirement Plan reported participants rose from 359 in the plan year 2022 filing to 398 in the plan year 2023 filing.
- Collegiate School 403(b) Retirement Plan reported net income rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 540528203 · Collegiate School PY 2023 · Other
Collegiate School 403(b) Retirement Plan · $105M · 398 · 92nd
- PART $105M
- PART 398
- PART 92nd
- PART Other
- PART near Wilmington University 403(b) DC Plan
- PART ind #3192
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 →
Collegiate School 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $10M |
| Employer EIN | 540528203 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Collegiate School)
Sponsor-wide plan assets over time
All Collegiate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 21.76109113392243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 360 | $95M |
| 2023 | 1 | 398 | $105M |
| 2024 | 1 | 403 | $116M |
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
Collegiate School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Wilmington University 403(b) DC Plan in DE ($105M); by covered participants it is Sbcs 403(b) Plan in CA (398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
Similar participant headcount
Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.
- Sbcs 403(b) Plan (CA) 398 · 0 off
- Kennebec Behavioral Health 403(b) Plan (ME) 398 · 0 off
- Limestone University Retirement Plan (SC) 398 · 0 off
- Seattle Pacific University Defined Contribution Retirement Plan (WA) 398 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.