Other · DOL Form 5500 · 2023

The Agnes Irwin School Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
238
Participants Below avg headcount
86th
Percentile by assets National rank
$224,687
Avg per participant Above avg balance/head
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Official DOL plan name: Agnes Irwin School Defined Contribution Retirement Plan · Sponsored by The Agnes Irwin School · Pennsylvania · Educational Services

$53M in assets, 238 participants

The Agnes Irwin School's Agnes Irwin School Defined Contribution Retirement Plan reported $53M in total assets and 238 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.

  • #2,815 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Agnes Irwin School Defined Contribution Retirement Plan covers 238 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

#2,815
in Educational Services (3,735 peers)
+7.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Agnes Irwin School Defined Contribution Retirement Plan's outsized position by total assets

Agnes Irwin School Defined Contribution Retirement Plan vs every filed plan by assets

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

$53,475,548 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

Agnes Irwin School Defined Contribution Retirement 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. Agnes Irwin School Defined Contribution Retirement Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agnes Irwin School Defined Contribution Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Agnes Irwin School Defined Contribution Retirement Plan reported participants fell from 255 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231352650 · The Agnes Irwin School PY 2023 · Other

Agnes Irwin School Defined Contribution Retirement Plan · $53M · 238 · 86th

  • PHOTO $53M
  • PHOTO 238
  • PHOTO 86th
  • PHOTO Other
  • PHOTO near Nonprofit Association of the Midlands 403(b) Plan
  • PHOTO ind #2815

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 →

Agnes Irwin School Defined Contribution Retirement Plan in the asset neighbourhood

National Committee for Quality Assurance 403(b) PlNational Committee for Quali…$54MAgnes Irwin School Defined Contribution Retirement PlanAgnes Irwin School Defined C…$53MNonprofit Association of the Midlands 403(b) PlanNonprofit Association of the…$53MDuncan Regional Hospital 403(b) PlanDuncan Regional Hospital 403…$53MThe Morgan Library and Museum 403(b) DC PlanThe Morgan Library and Museu…$53M
End-of-year total assets ($M) among Agnes Irwin School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$53M
Net Income$3M
Employer EIN231352650
Plan Effective Date1926-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Agnes Irwin School)

Sponsor-wide plan assets over time

All The Agnes Irwin School plans reported in each filing year

Latest sponsor-wide plan assets
$58M 15.21808596772738% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $50M $57.6M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 255 $50M
2023 1 238 $53M
2024 1 305 $58M

Nearby Other Plans in Pennsylvania

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

Agnes Irwin School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Agnes Irwin School Defined Contribution Retirement Plan, Total assets ($B): 0.053475548 · Participants: 238Agnes Irwin School Defined Contribution Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Agnes Irwin School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Agnes Irwin School Defined Contribution Retirement Plan side-by-side with 3 peers →

Agnes Irwin School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Nonprofit Association of the Midlands 403(b) Plan in NE ($53M); by covered participants it is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Agnes Irwin School Defined Contribution Retirement Plan assets move in 2023? ▼
Agnes Irwin School Defined Contribution Retirement Plan grew at a solid clip - up 7.0% during 2023, from $50M to $53M. Reported net income was $3M.
How have The Agnes Irwin School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Agnes Irwin School's sponsor-wide assets grew 15.2%, from $50M to $58M.
Where does Agnes Irwin School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Agnes Irwin School Defined Contribution Retirement 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 Agnes Irwin School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Nonprofit Association of the Midlands 403(b) Plan in NE ($53M, 3,715 participants).
Which Other plans cover a similar participant headcount to Agnes Irwin School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN (238 participants, $8M 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 231352650.

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.