Other · DOL Form 5500 · 2024

Erie Day School Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
30
Participants Small participant base
24th
Percentile by assets National rank
$35,665
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Erie Day School 403(b) Savings Plan · Sponsored by Erie Day School · Pennsylvania · Educational Services

$1M in assets, 30 participants

Erie Day School's Erie Day School 403(b) Savings Plan reported $1M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #547 in Educational Services (3,638 peers)

Erie Day School multi-year trail

Erie Day School's plans moved +52.7% in assets from 2022 to 2024; this filing shows Erie Day School 403(b) Savings Plan at $1M / 30 participants.

#547
in Educational Services (3,638 peers)
+28.3%
assets growth YoY

Erie Day School 403(b) Savings Plan among the smaller filed plans by assets

Erie Day School 403(b) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,069,955 24th percentile higher than 24% of 123,620 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 2024

Erie Day School 403(b) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Day School 403(b) Savings Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erie Day School 403(b) Savings Plan reported net income rose from $133K in the plan year 2023 filing to $236K in the plan year 2024 filing.
  • Erie Day School 403(b) Savings Plan end-of-year assets rose from $834K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Erie Day School 403(b) Savings Plan reported participants fell from 31 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 250990582 · Erie Day School PY 2024 · Other

Erie Day School 403(b) Savings Plan · $1M · 30 · 24th

  • EBSA $1M
  • EBSA 30
  • EBSA 24th
  • EBSA Other
  • EBSA near Bridges Btc, Inc. Matching Plan
  • EBSA ind #547

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 Pennsylvania →

Erie Day School 403(b) Savings Plan in the asset neighbourhood

Erie Day School 403(b) Savings PlanErie Day School 403(b) Savin…$1MBridges Btc, Inc. Matching PlanBridges Btc, Inc. Matching P…$1M403(b) of Ronald McDonald's House Charities of Southern Colorado, Inc403(b) of Ronald McDonald's …$1MThe Robert D Jablonski Jr Md Profit Sharing Plan & TrustThe Robert D Jablonski Jr Md…$1MInstitute for Population Health,Inc.403 B Plan405975Institute for Population Hea…$1M
End-of-year total assets ($M) among Erie Day School 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Erie Day School multi-year asset trail

Sponsor-wide plan assets over time

All Erie Day School plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.68298112502122% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.7M $1.07M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 29 $701K
2023 1 31 $834K
2024 1 30 $1M

Erie Day School filing trail (2024)

Total Assets (Beginning of Year)$834K
Net Assets (End of Year)$1M
Net Income$236K
Employer EIN250990582
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Erie Day School 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Erie Day School 403(b) Savings Plan, Total assets ($B): 0.001069955 · Participants: 30Erie Day School 403(b) Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Erie Day School 403(b) Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest Other by assets is Bridges Btc, Inc. Matching Plan in FL ($1M); by covered participants it is Hidden Villa 403(b) Retirement Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erie Day School 403(b) Savings Plan assets move in 2024?
Erie Day School 403(b) Savings Plan grew sharply - up 28.3% during 2024, from $834K to $1M. Reported net income was $236K.
How have Erie Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Erie Day School's sponsor-wide assets grew 52.7%, from $701K to $1M.
Where does Erie Day School 403(b) Savings Plan rank by assets among Form 5500 filers?
Erie Day School 403(b) Savings Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Erie Day School 403(b) Savings Plan?
Among Other plans in other states, the closest by assets is Bridges Btc, Inc. Matching Plan in FL ($1M, 75 participants).
Which Other plans cover a similar participant headcount to Erie Day School 403(b) Savings Plan?
Among Other plans in other states, the closest by covered participants is Hidden Villa 403(b) Retirement Plan in CA (30 participants, $4M in assets).