Other · DOL Form 5500 · 2023

Discovery School Inc Retirement Plan

Data updated 2026-08-25

$716K
Total assets Small plan by assets
11
Participants Small participant base
21st
Percentile by assets National rank
$65,062
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Discovery School 403(b) DC Plan · Sponsored by Discovery School Inc · Ohio · Educational Services

$716K in assets, 11 participants

Discovery School Inc's Discovery School 403(b) DC Plan reported $716K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #519 in Educational Services (3,735 peers)

Discovery School Inc multi-year trail

Discovery School Inc's plans moved +12.9% in assets from 2022 to 2024; this filing shows Discovery School 403(b) DC Plan at $716K / 11 participants.

#519
in Educational Services (3,735 peers)
+5.6%
assets growth YoY

Discovery School 403(b) DC Plan among the smaller filed plans by assets

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

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

$715,682 21st percentile higher than 21% 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

Discovery School 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Discovery School 403(b) DC Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Discovery School 403(b) DC Plan reported net income fell from $73K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Discovery School 403(b) DC Plan reported participants fell from 15 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Discovery School 403(b) DC Plan end-of-year assets rose from $677K in the plan year 2022 filing to $716K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341168732 · Discovery School Inc PY 2023 · Other

Discovery School 403(b) DC Plan · $716K · 11 · 21st

  • NET $716K
  • BOOK 11
  • VS-ST 21st
  • BOY Other
  • SCH near The Community Foundation 403b Pension Plan
  • EBSA ind #519

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 Ohio →

Discovery School 403(b) DC Plan in the asset neighbourhood

Discovery School 403(b) DC PlanDiscovery School 403(b) DC P…$716KEast Baton Rouge Council on the Aging 403(b) PlanEast Baton Rouge Council on …$721KViolence Intervention Program, Inc. Tax Sheltered Annuity PlanViolence Intervention Progra…$722KBoys & Girls Club of Utah County 403(b)(7) PlanBoys & Girls Club of Utah Co…$723KThe Community Foundation 403b Pension PlanThe Community Foundation 403…$714K
End-of-year total assets ($M) among Discovery School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Discovery School Inc multi-year asset trail

Sponsor-wide plan assets over time

All Discovery School Inc plans reported in each filing year

Latest sponsor-wide plan assets
$904K 12.944734389794812% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M 202220232024 $0.8M $0.9M ▲ +12.5%
Year Plans Participants Total Assets
2022 2 17 $801K
2023 2 12 $881K
2024 2 17 $904K

Discovery School Inc filing trail (2023)

Total Assets (Beginning of Year)$677K
Net Assets (End of Year)$716K
Net Income$38K
Employer EIN341168732
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Discovery School 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Discovery School 403(b) DC Plan, Total assets ($B): 0.000715682 · Participants: 11Discovery School 403(b) DC PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Discovery School 403(b) DC Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Discovery School 403(b) DC Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is The Community Foundation 403b Pension Plan in CO ($714K); by covered participants it is Oneida Community Mansion House 403b DC in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Discovery School 403(b) DC Plan assets move in 2023? ▼
Discovery School 403(b) DC Plan grew at a solid clip - up 5.6% during 2023, from $677K to $716K. Reported net income was $38K.
How have Discovery School Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Discovery School Inc's sponsor-wide assets grew 12.9%, from $801K to $904K.
Where does Discovery School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Discovery School 403(b) DC Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Discovery School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is The Community Foundation 403b Pension Plan in CO ($714K, 6 participants).
Which Other plans cover a similar participant headcount to Discovery School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Oneida Community Mansion House 403b DC in NY (11 participants, N/A 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 341168732.

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.