Other · DOL Form 5500 · 2023

The Potomac School Retirement Plan

Data updated 2026-08-11

$120M
Total assets
245
Participants
92nd
Percentile by assets
$491,124
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$120M
total plan assets (2023 EOY)
245
covered participants
92nd
percentile by assets (of 127,072 plans)
$491,124
avg assets per participant

Where The Potomac School Tax-Deferred Savings and Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Virginia
Industry
Educational Services

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. The Potomac School Tax-Deferred Savings and Retirement Plan reports 245 participants - about 31% of that state average ($120M EOY assets).

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)

$90M$100M$110M$120M$130M$140M 202220232024 $102M $132M ▲ +28.8%
Total plan assets by year, all The Potomac School plans on file
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 ($B) Participants The Potomac School T…, Total assets ($B): 0.120325327 · Participants: 245The Potomac School T…Sentara 403(b) Savin…, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savin…The George Washingto…, Total assets ($B): 1.530650403 · Participants: 8047The George Washingto…Institute for Defens…, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defens…Carilion Clinic 403(…, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(…Centra Health Matchi…, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matchi…
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 … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Potomac School Tax-Deferred Savings and Retirement Plan by total assets, not by location.

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).

Next read for The Potomac School Tax-Deferred Savings …

Filing takeaways

Ways to act on The Potomac School Tax-Deferred Savings and Retirement Plan's numbers.

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.