Other · DOL Form 5500 · 2023

The Maret School Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
149
Participants Small participant base
86th
Percentile by assets National rank
$367,155
Avg per participant High balance/head
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Official DOL plan name: Maret School Section 403(b) Retirement Savings Plan · Sponsored by The Maret School · District of Columbia · Educational Services

$55M in assets, 149 participants

The Maret School's Maret School Section 403(b) Retirement Savings Plan reported $55M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,829 in Educational Services (3,735 peers)

Coverage in District of Columbia

Maret School Section 403(b) Retirement Savings Plan covers 149 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $55M.

#2,829
in Educational Services (3,735 peers)
+9.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Maret School Section 403(b) Retirement Savings Plan's outsized position by total assets

Maret School Section 403(b) Retirement Savings Plan vs every filed plan by assets

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

$54,706,166 Top 14% higher than 86% 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

Maret School Section 403(b) Retirement Savings 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. Maret School Section 403(b) Retirement Savings Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maret School Section 403(b) Retirement Savings Plan reported participants fell from 170 in the plan year 2022 filing to 149 in the plan year 2023 filing.
  • Maret School Section 403(b) Retirement Savings Plan reported net income fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Maret School Section 403(b) Retirement Savings Plan end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 530211355 · The Maret School PY 2023 · Other

Maret School Section 403(b) Retirement Savings Plan · $55M · 149 · 86th

  • SCH $55M
  • EBSA 149
  • PART 86th
  • TYPE Other
  • NET near Caldwell University Defined Contribution Retirement Plan
  • BOOK ind #2829

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 District of Columbia →

Maret School Section 403(b) Retirement Savings Plan in the asset neighbourhood

Maret School Section 403(b) Retirement Savings PlanMaret School Section 403(b) …$55MCaldwell University Defined Contribution Retirement PlanCaldwell University Defined …$55MNewark Academy DC Retirement PlanNewark Academy DC Retirement…$55MSt. Andrew's School of Delaware 403(b) PlanSt. Andrew's School of Delaw…$55MOup USA Tax Deferred Annuity PlanOup USA Tax Deferred Annuity…$55M
End-of-year total assets ($M) among Maret School Section 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN530211355
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Maret School)

Sponsor-wide plan assets over time

All The Maret School plans reported in each filing year

Latest sponsor-wide plan assets
$55M 9.367242073437962% vs 2022
2023 filing year
$48M$50M$52M$54M$56M 20222023 $50M $54.7M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 170 $50M
2023 1 149 $55M

Nearby Other Plans in District of Columbia

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

Maret School Section 403(b) Retirement Savings Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Maret School Section 403(b) Retirement Savings Plan, Total assets ($B): 0.054706166 · Participants: 149Maret School Section 403(b) Retirement Savings PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Maret School Section 403(b) Retirement Savings Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Maret School Section 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Caldwell University Defined Contribution Retirement Plan in NJ ($55M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Maret School Section 403(b) Retirement Savings Plan assets move in 2023?
Maret School Section 403(b) Retirement Savings Plan grew at a solid clip - up 9.4% during 2023, from $50M to $55M. Reported net income was $5M.
How have The Maret School plan assets changed over time?
Across 2 plan years on file (2022-2023), The Maret School's sponsor-wide assets grew 9.4%, from $50M to $55M.
Where does Maret School Section 403(b) Retirement Savings Plan rank by assets among Form 5500 filers?
Maret School Section 403(b) Retirement Savings Plan ranks in the 86th 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 Maret School Section 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Caldwell University Defined Contribution Retirement Plan in NJ ($55M, 170 participants).
Which Other plans cover a similar participant headcount to Maret School Section 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Evergreen Homes 403b Plan in PA (149 participants, $4M in assets).