Other · DOL Form 5500 · 2024
The Gregory School Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $135,174
- Avg per participant Near avg balance/head
Official DOL plan name: The Gregory School 403(b) Retirement Plan · Sponsored by The Gregory School · Arizona · Educational Services
$11M in assets, 82 participants
The Gregory School's The Gregory School 403(b) Retirement Plan reported $11M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #1,488 in Educational Services (3,638 peers)
The Gregory School multi-year trail
The Gregory School's plans moved +33.2% in assets from 2022 to 2024; this filing shows The Gregory School 403(b) Retirement Plan at $11M / 82 participants.
- #1,488
- in Educational Services (3,638 peers)
- +12.3%
- assets growth YoY
The Gregory School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Gregory School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,084,253 Top 42% higher than 58% 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
The Gregory 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. The Gregory School 403(b) Retirement Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Gregory School 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Gregory School 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Gregory School 403(b) Retirement Plan reported participants fell from 83 in the plan year 2023 filing to 82 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860374130 · The Gregory School PY 2024 · Other
The Gregory School 403(b) Retirement Plan · $11M · 82 · 58th
- PHOTO $11M
- IND 82
- EOY 58th
- 5500 Other
- ASSETS near Student Conservation Association Inc. 403b Plan
- PCT ind #1488
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 Arizona →
The Gregory School 403(b) Retirement Plan in the asset neighbourhood
The Gregory School multi-year asset trail
Sponsor-wide plan assets over time
All The Gregory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.18947260023199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $8M |
| 2023 | 1 | 83 | $10M |
| 2024 | 1 | 82 | $11M |
The Gregory School filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 860374130 |
| Plan Effective Date | 1980-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
The Gregory School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Student Conservation Association Inc. 403b Plan in VA ($11M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 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.