Other · DOL Form 5500 · 2023
Lancaster Country Day School Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $164,097
- Avg per participant Above avg balance/head
Official DOL plan name: Lancaster Country Day School Section 403(b) Plan · Sponsored by Lancaster Country Day School · Pennsylvania · Educational Services
$25M in assets, 150 participants
Lancaster Country Day School's Lancaster Country Day School Section 403(b) Plan reported $25M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,257 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Lancaster Country Day School Section 403(b) Plan covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.
- #2,257
- in Educational Services (3,735 peers)
- +17.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Lancaster Country Day School Section 403(b) Plan's outsized position by total assets
Lancaster Country Day School Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,614,560 Top 24% higher than 76% 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
Lancaster Country Day School Section 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. Lancaster Country Day School Section 403(b) Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lancaster Country Day School Section 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Lancaster Country Day School Section 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231352396 · Lancaster Country Day School PY 2023 · Other
Lancaster Country Day School Section 403(b) Plan · $25M · 150 · 76th
- TYPE $25M
- NET 150
- BOOK 76th
- VS-ST Other
- BOY near Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan
- SCH ind #2257
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 →
Lancaster Country Day School Section 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 231352396 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lancaster Country Day School)
Sponsor-wide plan assets over time
All Lancaster Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 24.976897309224423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $21M |
| 2023 | 1 | 150 | $25M |
| 2024 | 1 | 185 | $26M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Lancaster Country Day School Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan in PR ($25M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan (PR) $25M · 208
- Sage Hill School Defined Contribution Retirement Plan (CA) $25M · 115
- University of Jamestown 403(b) DC Plan (ND) $25M · 357
- 403(b) Thrift Plan for Employees of Planned Parenthood North Central States (MN) $25M · 596
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Training Education and Manpower, Inc. Retirement Plan (CT) 150 · 0 off
- Community Health Partners, Inc. 403(b) Tax-Deferred Plan (MT) 150 · 0 off
- Pact 403(b) Retirement Plan (DC) 150 · 0 off
- Annandale at Suwanee, Inc. 403(b) Plan (GA) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.