Other · DOL Form 5500 · 2024
Shipley School Retirement Plan
Data updated 2026-08-11
- $53M
- Total assets
- 389
- Participants
- 85th
- Percentile by assets
- $135,206
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $53M
- total plan assets (2024 EOY)
- 389
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $135,206
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Shipley School Defined Contribution Retirement Pla reports 389 participants - about 47% of that state average ($53M EOY assets).
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)
| 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.
Shipley School Defined Contribution Retirement Pla vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Shipley School Defined Contribution Retirement Pla by total assets, not by location.
- 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
Frequently Asked Questions
How did Shipley School Defined Contribution Retirement Pla assets move in 2024? ▼
How have Shipley School plan assets changed over time? ▼
Where does Shipley School Defined Contribution Retirement Pla rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Shipley School Defined Contribution Retirement Pla? ▼
Next read for Shipley School Defined Contribution Reti…
Filing takeaways
Ways to act on Shipley School Defined Contribution Retirement Pla's numbers.
- By total assets, Shipley School Defined Contribution Retirement Pla ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Shipley School's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Educational Services plans