Other · DOL Form 5500 · 2023

The Tatnall School, Inc Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
129
Participants Small participant base
84th
Percentile by assets National rank
$324,878
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tatnall School 403(b) Plan · Sponsored by The Tatnall School, Inc · Delaware · Educational Services

$42M in assets, 129 participants

The Tatnall School, Inc's Tatnall School 403(b) Plan reported $42M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,634 in Educational Services (3,735 peers)

Coverage in Delaware

Tatnall School 403(b) Plan covers 129 participants in Delaware, about 24% of the average Delaware filer (state average ~536 per filing). Assets: $42M.

#2,634
in Educational Services (3,735 peers)
+8.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tatnall School 403(b) Plan's outsized position by total assets

Tatnall School 403(b) Plan vs every filed plan by assets

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

$41,909,304 Top 16% higher than 84% 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

Tatnall School 403(b) 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. Tatnall School 403(b) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tatnall School 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tatnall School 403(b) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Tatnall School 403(b) Plan reported participants fell from 136 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510071443 · The Tatnall School, Inc PY 2023 · Other

Tatnall School 403(b) Plan · $42M · 129 · 84th

  • VS-ST $42M
  • VS-ST 129
  • VS-ST 84th
  • VS-ST Other
  • VS-ST near Montgomery Bell Academy 403(b) Tax Sheltered Investment Program
  • VS-ST ind #2634

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 Delaware →

Tatnall School 403(b) Plan in the asset neighbourhood

French American School of New York 403(b) DC PlanFrench American School of Ne…$42MSt. Luke's Foundation, Inc. Retirement PlanSt. Luke's Foundation, Inc. …$42MWhyy, Inc. Defined Contribution Retirement PlanWhyy, Inc. Defined Contribut…$42MTatnall School 403(b) Plan$42MMontgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$42M
End-of-year total assets ($M) among Tatnall School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN510071443
Plan Effective Date1961-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Tatnall School, Inc)

Sponsor-wide plan assets over time

All The Tatnall School, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$42M 9.137911558939663% vs 2022
2024 filing year
$38M$40M$42M$44M 202220232024 $38.5M $42M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 136 $38M
2023 1 129 $42M
2024 1 115 $42M

Nearby Other Plans in Delaware

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

Tatnall School 403(b) Plan vs. nearby Other plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Tatnall School 403(b) Plan, Total assets ($B): 0.041909304 · Participants: 129Tatnall School 403(b) PlanChristiana Care 403(b) Plan, Total assets ($B): 1.670144508 · Participants: 13834Christiana Care 403(b) PlanBeebe Medical Center Retirement Plus Plan, Total assets ($B): 0.229977102 · Participants: 3029Beebe Medical Center Retirement Plus PlanWilmington University 403(b) DC Plan, Total assets ($B): 0.10533475 · Participants: 1990Wilmington University 403(b) DC PlanThe Kendal Corporation 403(b) Plan, Total assets ($B): 0.066496052 · Participants: 2340The Kendal Corporation 403(b) PlanTower Hill School Defined Contribution Retirement Plan, Total assets ($B): 0.060965583 · Participants: 183Tower Hill School Defined Contribution Retirement Plan
Tatnall School 403(b) Plan vs. nearby Other plans in Delaware, assets vs. participants
Compare Tatnall School 403(b) Plan side-by-side with 3 peers →

Tatnall School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Delaware, the nearest Other by assets is Montgomery Bell Academy 403(b) Tax Sheltered Investment Program in TN ($42M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Tatnall School 403(b) Plan assets move in 2023? ▼
Tatnall School 403(b) Plan grew at a solid clip - up 8.9% during 2023, from $38M to $42M. Reported net income was $3M.
How have The Tatnall School, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Tatnall School, Inc's sponsor-wide assets grew 9.1%, from $38M to $42M.
Where does Tatnall School 403(b) Plan rank by assets among Form 5500 filers? ▼
Tatnall School 403(b) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tatnall School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Montgomery Bell Academy 403(b) Tax Sheltered Investment Program in TN ($42M, 162 participants).
Which Other plans cover a similar participant headcount to Tatnall School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Frederick Gunn School Defined Contribution Retirement Plan in CT (129 participants, $32M 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 510071443.

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.