Other · DOL Form 5500 · 2023

Academy of Notre Dame De Namur Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
138
Participants Small participant base
69th
Percentile by assets National rank
$117,225
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Academy of Notre Dame De Namur Defined Contribution Retirement Plan · Sponsored by Academy of Notre Dame De Namur · Pennsylvania · Educational Services

$16M in assets, 138 participants

Academy of Notre Dame De Namur's Academy of Notre Dame De Namur Defined Contribution Retirement Plan reported $16M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,913 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Academy of Notre Dame De Namur Defined Contribution Retirement Plan covers 138 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#1,913
in Educational Services (3,735 peers)
+13.7%
assets growth YoY

Academy of Notre Dame De Namur Defined Contribution Retirement Plan's outsized position by total assets

Academy of Notre Dame De Namur Defined Contribution Retirement Plan vs every filed plan by assets

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

$16,177,029 Top 31% higher than 69% 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

Academy of Notre Dame De Namur 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. Academy of Notre Dame De Namur Defined Contribution Retirement Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Academy of Notre Dame De Namur Defined Contribution Retirement Plan reported net income rose from $900K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Academy of Notre Dame De Namur Defined Contribution Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Academy of Notre Dame De Namur Defined Contribution Retirement Plan reported participants rose from 135 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231465491 · Academy of Notre Dame De Namur PY 2023 · Other

Academy of Notre Dame De Namur Defined Contribution Retirement Plan · $16M · 138 · 69th

  • PCT $16M
  • PCT 138
  • PCT 69th
  • PCT Other
  • PCT near Csac 403(b) Retirement Plan
  • PCT ind #1913

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 →

Academy of Notre Dame De Namur Defined Contribution Retirement Plan in the asset neighbourhood

The King's Academy 403(b) Retirement PlanThe King's Academy 403(b) Re…$16MAcademy of Notre Dame De Namur Defined Contribution Retirement PlanAcademy of Notre Dame De Nam…$16MCsac 403(b) Retirement Plan$16MHealth Management Services Pension PlanHealth Management Services P…$16MKeys School DC Plan$16M
End-of-year total assets ($M) among Academy of Notre Dame De Namur Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN231465491
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Academy of Notre Dame De Namur)

Sponsor-wide plan assets over time

All Academy of Notre Dame De Namur plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.913583517924938% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.2M $17.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 135 $14M
2023 1 138 $16M
2024 1 155 $18M

Nearby Other Plans in Pennsylvania

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

Academy of Notre Dame De Namur Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Academy of Notre Dame De Namur Defined Contribution Retirement Plan, Total assets ($B): 0.016177029 · Participants: 138Academy of Notre Dame De Namur Defined Contribution Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Academy of Notre Dame De Namur Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Academy of Notre Dame De Namur Defined Contribution Retirement Plan side-by-side with 3 peers →

Academy of Notre Dame De Namur Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Csac 403(b) Retirement Plan in VT ($16M); by covered participants it is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Academy of Notre Dame De Namur Defined Contribution Retirement Plan assets move in 2023? ▼
Academy of Notre Dame De Namur Defined Contribution Retirement Plan grew at a solid clip - up 13.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Academy of Notre Dame De Namur plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Academy of Notre Dame De Namur's sponsor-wide assets grew 25.9%, from $14M to $18M.
Which Other plans are similar in size to Academy of Notre Dame De Namur Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Csac 403(b) Retirement Plan in VT ($16M, 243 participants).
Which Other plans cover a similar participant headcount to Academy of Notre Dame De Namur Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants, $7M 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 231465491.

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.