Other · DOL Form 5500 · 2023

The Potomac School Retirement Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
245
Participants Below avg headcount
92nd
Percentile by assets National rank
$491,124
Avg per participant High balance/head
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Official DOL plan name: The Potomac School Tax-Deferred Savings and Retirement Plan · Sponsored by The Potomac School · Virginia · Educational Services

$120M in assets, 245 participants

The Potomac School's The Potomac School Tax-Deferred Savings and Retirement Plan reported $120M in total assets and 245 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.

  • #3,246 in Educational Services (3,735 peers)

Coverage in Virginia

The Potomac School Tax-Deferred Savings and Retirement Plan covers 245 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $120M.

#3,246
in Educational Services (3,735 peers)
+17.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Potomac School Tax-Deferred Savings and Retirement Plan's outsized position by total assets

The Potomac School Tax-Deferred Savings and Retirement Plan vs every filed plan by assets

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

$120,325,327 Top 8% higher than 92% 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 Potomac School Tax-Deferred Savings and 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. The Potomac School Tax-Deferred Savings and Retirement Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Potomac School Tax-Deferred Savings and Retirement Plan reported net income rose from $12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Potomac School Tax-Deferred Savings and Retirement Plan end-of-year assets rose from $102M in the plan year 2022 filing to $120M in the plan year 2023 filing.
  • The Potomac School Tax-Deferred Savings and Retirement Plan reported participants rose from 231 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540562160 · The Potomac School PY 2023 · Other

The Potomac School Tax-Deferred Savings and Retirement Plan · $120M · 245 · 92nd

  • VS-ST $120M
  • VS-ST 245
  • VS-ST 92nd
  • VS-ST Other
  • VS-ST near The Principia Corporation Retirement Plan for Faculty & Staff
  • VS-ST ind #3246

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 Potomac School Tax-Deferred Savings and Retirement Plan in the asset neighbourhood

Akron Children's Hospital Retirement Security PlanAkron Children's Hospital Re…$121MRobert Wood Johnson Foundation Matched Savings PlanRobert Wood Johnson Foundati…$121MCollegiate School Defined Contribution Retirement PlanCollegiate School Defined Co…$121MThe Potomac School Tax-Deferred Savings and Retirement PlanThe Potomac School Tax-Defer…$120MThe Principia Corporation Retirement Plan for Faculty & StaffThe Principia Corporation Re…$120M
End-of-year total assets ($M) among The Potomac School Tax-Deferred Savings and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$120M
Net Income$18M
Employer EIN540562160
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Potomac School)

Sponsor-wide plan assets over time

All The Potomac School plans reported in each filing year

Latest sponsor-wide plan assets
$132M 28.75942030982857% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $102M $132M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 231 $102M
2023 1 245 $120M
2024 1 248 $132M

Nearby Other Plans in Virginia

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

The Potomac School Tax-Deferred Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Potomac School Tax-Deferred Savings and Retirement Plan, Total assets ($B): 0.120325327 · Participants: 245The Potomac School Tax-Deferred Savings and Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
The Potomac School Tax-Deferred Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Potomac School Tax-Deferred Savings and Retirement Plan side-by-side with 3 peers →

The Potomac School Tax-Deferred Savings and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is The Principia Corporation Retirement Plan for Faculty & Staff in MO ($120M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Potomac School Tax-Deferred Savings and Retirement Plan assets move in 2023? ▼
The Potomac School Tax-Deferred Savings and Retirement Plan grew sharply - up 17.8% during 2023, from $102M to $120M. Reported net income was $18M.
How have The Potomac School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Potomac School's sponsor-wide assets grew 28.8%, from $102M to $132M.
Where does The Potomac School Tax-Deferred Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
The Potomac School Tax-Deferred Savings and Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Potomac School Tax-Deferred Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Principia Corporation Retirement Plan for Faculty & Staff in MO ($120M, 554 participants).
Which Other plans cover a similar participant headcount to The Potomac School Tax-Deferred Savings and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants, $3M 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 540562160.

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.