Other · DOL Form 5500 · 2023

Notre Dame Preparatory School Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
172
Participants Small participant base
68th
Percentile by assets National rank
$91,131
Avg per participant Below avg balance/head
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Official DOL plan name: The Notre Dame Preparatory School Tax Deferred Annuity Plan · Sponsored by Notre Dame Preparatory School Inc. · Maryland · Educational Services

$16M in assets, 172 participants

Notre Dame Preparatory School Inc.'s The Notre Dame Preparatory School Tax Deferred Annuity Plan reported $16M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,885 in Educational Services (3,735 peers)

Coverage in Maryland

The Notre Dame Preparatory School Tax Deferred Annuity Plan covers 172 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#1,885
in Educational Services (3,735 peers)
+5.6%
assets growth YoY

The Notre Dame Preparatory School Tax Deferred Annuity Plan's outsized position by total assets

The Notre Dame Preparatory School Tax Deferred Annuity Plan vs every filed plan by assets

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

$15,674,529 Top 32% higher than 68% 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 Notre Dame Preparatory School Tax Deferred Annuity 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 Notre Dame Preparatory School Tax Deferred Annuity Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Notre Dame Preparatory School Tax Deferred Annuity Plan reported net income fell from $2M in the plan year 2022 filing to $833K in the plan year 2023 filing.
  • The Notre Dame Preparatory School Tax Deferred Annuity Plan reported participants rose from 158 in the plan year 2022 filing to 172 in the plan year 2023 filing.
  • The Notre Dame Preparatory School Tax Deferred Annuity Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520733735 · Notre Dame Preparatory School Inc. PY 2023 · Other

The Notre Dame Preparatory School Tax Deferred Annuity Plan · $16M · 172 · 68th

  • EBSA $16M
  • EBSA 172
  • EBSA 68th
  • EBSA Other
  • EBSA near Home Health United, Inc. 403(b) Plan
  • EBSA ind #1885

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 Maryland →

The Notre Dame Preparatory School Tax Deferred Annuity Plan in the asset neighbourhood

Northwood Health Systems Inc. 403(b) PlanNorthwood Health Systems Inc…$16MHome Health United, Inc. 403(b) PlanHome Health United, Inc. 403…$16MThe Notre Dame Preparatory School Tax Deferred Annuity PlanThe Notre Dame Preparatory S…$16MNational Association for College Admission Counseling Defined Contribution PlanNational Association for Col…$16MGreat Plains Regional Medical Center Retirement Savings PlanGreat Plains Regional Medica…$16M
End-of-year total assets ($M) among The Notre Dame Preparatory School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$833K
Employer EIN520733735
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Notre Dame Preparatory School Inc.)

Sponsor-wide plan assets over time

All Notre Dame Preparatory School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 13.340085402990686% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.8M $16.8M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 158 $15M
2023 1 172 $16M
2024 1 175 $17M

Nearby Other Plans in Maryland

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

The Notre Dame Preparatory School Tax Deferred Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Notre Dame Preparatory School Tax Deferred Annuity Plan, Total assets ($B): 0.015674529 · Participants: 172The Notre Dame Preparatory School Tax Deferred Annuity PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
The Notre Dame Preparatory School Tax Deferred Annuity Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Notre Dame Preparatory School Tax Deferred Annuity Plan side-by-side with 3 peers →

The Notre Dame Preparatory School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Home Health United, Inc. 403(b) Plan in MO ($16M); by covered participants it is Kent Place School Defined Contribution Retirement Plan in NJ (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Notre Dame Preparatory School Tax Deferred Annuity Plan assets move in 2023? ▼
The Notre Dame Preparatory School Tax Deferred Annuity Plan grew at a solid clip - up 5.6% during 2023, from $15M to $16M. Reported net income was $833K.
How have Notre Dame Preparatory School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Notre Dame Preparatory School Inc.'s sponsor-wide assets grew 13.3%, from $15M to $17M.
Which Other plans are similar in size to The Notre Dame Preparatory School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Home Health United, Inc. 403(b) Plan in MO ($16M, 171 participants).
Which Other plans cover a similar participant headcount to The Notre Dame Preparatory School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Kent Place School Defined Contribution Retirement Plan in NJ (172 participants, $61M 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 520733735.

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.