Profit Sharing · DOL Form 5500 · 2024

The Education Trust Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
130
Participants Small participant base
72nd
Percentile by assets National rank
$171,790
Avg per participant Above avg balance/head
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Official DOL plan name: The Education Trust, Inc. 403(b) Defined Contribution Plan · Sponsored by The Education Trust · District of Columbia · Educational Services

$22M in assets, 130 participants

The Education Trust's The Education Trust, Inc. 403(b) Defined Contribution Plan reported $22M in total assets and 130 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.

  • #2,024 in Educational Services (3,638 peers)

Coverage in District of Columbia

The Education Trust, Inc. 403(b) Defined Contribution Plan covers 130 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $22M.

#2,024
in Educational Services (3,638 peers)
+15.1%
assets growth YoY

The Education Trust, Inc. 403(b) Defined Contribution Plan's outsized position by total assets

The Education Trust, Inc. 403(b) Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,332,661 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Education Trust, Inc. 403(b) Defined Contribution 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. The Education Trust, Inc. 403(b) Defined Contribution Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Education Trust, Inc. 403(b) Defined Contribution Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • The Education Trust, Inc. 403(b) Defined Contribution Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Education Trust, Inc. 403(b) Defined Contribution Plan reported participants rose from 123 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521982223 · The Education Trust PY 2024 · Profit Sharing

The Education Trust, Inc. 403(b) Defined Contribution Plan · $22M · 130 · 72nd

  • PHOTO $22M
  • PHOTO 130
  • PHOTO 72nd
  • PHOTO Profit Sharing
  • PHOTO near GE Vernova Puerto Rico Savings Plan
  • PHOTO ind #2024

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 District of Columbia →

The Education Trust, Inc. 403(b) Defined Contribution Plan in the asset neighbourhood

Kidspeace Tax Deferred Annuity PlanKidspeace Tax Deferred Annui…$22MGE Vernova Puerto Rico Savings PlanGE Vernova Puerto Rico Savin…$22MThe Education Trust, Inc. 403(b) Defined Contribution PlanThe Education Trust, Inc. 40…$22MCorvallis Radiology, PC Employees' Profit Sharing Plan and TrustCorvallis Radiology, PC Empl…$22MPeterson Company Profit-Sharing PlanPeterson Company Profit-Shar…$22M
End-of-year total assets ($M) among The Education Trust, Inc. 403(b) Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN521982223
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Education Trust)

Sponsor-wide plan assets over time

All The Education Trust plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.69398017911526% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22.3M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 123 $16M
2023 1 123 $19M
2024 1 130 $22M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Education Trust, Inc. 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -500050010001500 Total assets ($M) Participants The Education Trust, Inc. 403(b) Defined Contribution Plan, Total assets ($M): 22.332661 · Participants: 130The Education Trust, Inc. 403(b) Defined Contribution PlanI.a.M. National Plan, Total assets ($M): 972.177281 · Participants: 33236I.a.M. National PlanArentfox Schiff Profit Sharing Plan, Total assets ($M): 296.888505 · Participants: 708Arentfox Schiff Profit Sharing PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 282.684629 · Participants: 702Williams & Connolly LLP Profit Sharing Plan and TrustTiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 192.797408 · Participants: 555Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.World Resources Institute Pension Plan, Total assets ($M): 126.776809 · Participants: 684World Resources Institute Pension Plan
The Education Trust, Inc. 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare The Education Trust, Inc. 403(b) Defined Contribution Plan side-by-side with 3 peers →

The Education Trust, Inc. 403(b) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is GE Vernova Puerto Rico Savings Plan in PR ($22M); by covered participants it is Pomeroy Recreation & Rehabilitation Center 403(b) Plan in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did The Education Trust, Inc. 403(b) Defined Contribution Plan assets move in 2024? ▼
The Education Trust, Inc. 403(b) Defined Contribution Plan grew sharply - up 15.1% during 2024, from $19M to $22M. Reported net income was $3M.
How have The Education Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Education Trust's sponsor-wide assets grew 37.7%, from $16M to $22M.
Which Profit Sharing plans are similar in size to The Education Trust, Inc. 403(b) Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is GE Vernova Puerto Rico Savings Plan in PR ($22M, 111 participants).
Which Profit Sharing plans cover a similar participant headcount to The Education Trust, Inc. 403(b) Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pomeroy Recreation & Rehabilitation Center 403(b) Plan in CA (130 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521982223.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.