Other · DOL Form 5500 · 2024
Solebury School Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $194,886
- Avg per participant Above avg balance/head
Official DOL plan name: Solebury School Defined Contribution and Tda Plan · Sponsored by Solebury School · Pennsylvania · Educational Services
$22M in assets, 115 participants
Solebury School's Solebury School Defined Contribution and Tda Plan reported $22M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,026 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Solebury School Defined Contribution and Tda Plan covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.
- #2,026
- in Educational Services (3,638 peers)
- +12.0%
- assets growth YoY
Solebury School Defined Contribution and Tda Plan's outsized position by total assets
Solebury School Defined Contribution and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,411,890 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Solebury School Defined Contribution and Tda Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Solebury School Defined Contribution and Tda Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Solebury School Defined Contribution and Tda Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Solebury School Defined Contribution and Tda Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Solebury School Defined Contribution and Tda Plan reported participants rose from 103 in the plan year 2023 filing to 115 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231365969 · Solebury School PY 2024 · Other
Solebury School Defined Contribution and Tda Plan · $22M · 115 · 72nd
- BOY $22M
- SCH 115
- EBSA 72nd
- PART Other
- TYPE near American Jewish University DC Retirement Plan
- NET ind #2026
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 →
Solebury School Defined Contribution and Tda Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 231365969 |
| Plan Effective Date | 1954-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Solebury School)
Sponsor-wide plan assets over time
All Solebury School plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 33.35659091944977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $17M |
| 2023 | 1 | 103 | $20M |
| 2024 | 1 | 115 | $22M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Solebury School Defined Contribution and Tda Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is American Jewish University DC Retirement Plan in CA ($22M); by covered participants it is Kootenai Clinic 403(b) Plan in ID (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- American Jewish University DC Retirement Plan (CA) $22M · 155
- 403(b) Thrift Plan for Employees of Community Care Alliance (RI) $22M · 1,075
- Cherokee Regional Medical Center Tax Deferred Annuity Plan (IA) $22M · 268
- Aacsb International DC the Association to Advance Collegiate Schools of Business (FL) $22M · 64
Similar participant headcount
Nearest other-state filings by covered participants (115 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.