Other · DOL Form 5500 · 2024
Shipley School Retirement Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 389
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $135,206
- Avg per participant Near avg balance/head
Official DOL plan name: Shipley School Defined Contribution Retirement Pla · Sponsored by Shipley School · Pennsylvania · Educational Services
$53M in assets, 389 participants
Shipley School's Shipley School Defined Contribution Retirement Pla reported $53M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,658 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Shipley School Defined Contribution Retirement Pla covers 389 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.
- #2,658
- in Educational Services (3,638 peers)
- +8.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Shipley School Defined Contribution Retirement Pla's outsized position by total assets
Shipley School Defined Contribution Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,595,119 Top 15% higher than 85% 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
Shipley School Defined Contribution Retirement Pla 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. Shipley School Defined Contribution Retirement Pla sits mid-pack in the medium band (389 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shipley School Defined Contribution Retirement Pla reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Shipley School Defined Contribution Retirement Pla end-of-year assets rose from $49M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Shipley School Defined Contribution Retirement Pla reported participants fell from 394 in the plan year 2023 filing to 389 in the plan year 2024 filing.
DOL schedule card
Filing strip 231352677 · Shipley School PY 2024 · Other
Shipley School Defined Contribution Retirement Pla · $53M · 389 · 85th
- EOY $53M
- EOY 389
- EOY 85th
- EOY Other
- EOY near Ozarks Healthcare 403(b) Plan
- EOY ind #2658
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 →
Shipley School Defined Contribution Retirement Pla in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $4M |
| Employer EIN | 231352677 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shipley School)
Sponsor-wide plan assets over time
All Shipley School plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 19.303687683500314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $44M |
| 2023 | 1 | 394 | $49M |
| 2024 | 1 | 389 | $53M |
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
Shipley School Defined Contribution Retirement Pla's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Ozarks Healthcare 403(b) Plan in MO ($53M); by covered participants it is National Center for Missing and Exploited Children 403(b) Plan in VA (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Ozarks Healthcare 403(b) Plan (MO) $53M · 1,213
- Wood County Hospital 403(b) Plan (OH) $53M · 955
- Ascd Defined Contribution Plan (VA) $53M · 206
- Northwest Justice Project 403 (B) Plan (WA) $53M · 352
Similar participant headcount
Nearest other-state filings by covered participants (389 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.