Other · DOL Form 5500 · 2024
Orchard House School Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $220,939
- Avg per participant Above avg balance/head
Official DOL plan name: Orchard House School 403(b) Retirement Plan · Sponsored by Orchard House School · Virginia · Educational Services
$3M in assets, 15 participants
Orchard House School's Orchard House School 403(b) Retirement Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #812 in Educational Services (3,638 peers)
Orchard House School multi-year trail
Orchard House School's plans moved +30.6% in assets from 2022 to 2024; this filing shows Orchard House School 403(b) Retirement Plan at $3M / 15 participants.
- #812
- in Educational Services (3,638 peers)
- +14.0%
- assets growth YoY
Orchard House School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Orchard House School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,314,082 35th percentile higher than 35% 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
Orchard House School 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orchard House School 403(b) Retirement Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orchard House School 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Orchard House School 403(b) Retirement Plan reported net income rose from $369K in the plan year 2023 filing to $407K in the plan year 2024 filing.
- Orchard House School 403(b) Retirement Plan reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541902937 · Orchard House School PY 2024 · Other
Orchard House School 403(b) Retirement Plan · $3M · 15 · 35th
- BOOK $3M
- VS-ST 15
- BOY 35th
- SCH Other
- EBSA near 403(b) Thrift Plan of Oakland Family Services
- PART ind #812
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 Virginia →
Orchard House School 403(b) Retirement Plan in the asset neighbourhood
Orchard House School multi-year asset trail
Sponsor-wide plan assets over time
All Orchard House School plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.57884714418046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 14 | $3M |
| 2024 | 1 | 15 | $3M |
Orchard House School filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $407K |
| Employer EIN | 541902937 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Orchard House School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is 403(b) Thrift Plan of Oakland Family Services in MI ($3M); by covered participants it is Levan Internists, PC Profit Sharing Plan & Trust in MI (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.