Other · DOL Form 5500 · 2023
Discovery School Inc Retirement Plan
Data updated 2026-08-25
- $166K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $165,686
- Avg per participant Above avg balance/head
Official DOL plan name: Discovery School 403(b) Tda Plan · Sponsored by Discovery School Inc · Ohio · Educational Services
$166K in assets, 1 participants
Discovery School Inc's Discovery School 403(b) Tda Plan reported $166K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #272 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) Tda Plan at $166K / 1 participant.
- #272
- in Educational Services (3,735 peers)
- +34.6%
- assets growth YoY
Discovery School 403(b) Tda Plan among the smaller filed plans by assets
Discovery School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$165,686 9th percentile higher than 9% of 127,068 filed plans
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) Tda Plan among micro 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) Tda Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Discovery School 403(b) Tda Plan reported net income rose from $20K in the plan year 2022 filing to $43K in the plan year 2023 filing.
- Discovery School 403(b) Tda Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
- Discovery School 403(b) Tda Plan end-of-year assets rose from $123K in the plan year 2022 filing to $166K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341168732 · Discovery School Inc PY 2023 · Other
Discovery School 403(b) Tda Plan · $166K · 1 · 9th
- EIN $166K
- EIN 1
- EIN 9th
- EIN Other
- EIN near Equivest Tsa 501c3
- EIN ind #272
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) Tda Plan in the asset neighbourhood
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
| 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) | $123K |
|---|---|
| Net Assets (End of Year) | $166K |
| Net Income | $43K |
| Employer EIN | 341168732 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Discovery School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Equivest Tsa 501c3 in PA ($162K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($166K here).
- Equivest Tsa 501c3 (PA) $162K · 6
- Topflight Corporation Employee Stock Bonus Plan (PA) $172K · 59
- Lawrence Kleger Tennis Inc. Pension Plan (NY) $156K · 1
- Tax Deferred Annuity Plan of Literacy West Ny, Inc. (NY) $154K · 15
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Ap/M 401(k) Plan (IA) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
- Morrow Valley Ranch Investment Plan (MO) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.