401(k) · DOL Form 5500 · 2024

The Independence School, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
104
Participants Small participant base
73rd
Percentile by assets National rank
$218,596
Avg per participant Above avg balance/head
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Official DOL plan name: The Independence School, Inc. 403(b) Plan · Sponsored by The Independence School, Inc. · Delaware · Educational Services

$23M in assets, 104 participants

The Independence School, Inc.'s The Independence School, Inc. 403(b) Plan reported $23M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,033 in Educational Services (3,638 peers)

Coverage in Delaware

The Independence School, Inc. 403(b) Plan covers 104 participants in Delaware, about 19% of the average Delaware filer (state average ~536 per filing). Assets: $23M.

#2,033
in Educational Services (3,638 peers)
+6.4%
assets growth YoY

The Independence School, Inc. 403(b) Plan's outsized position by total assets

The Independence School, Inc. 403(b) Plan vs every filed plan by assets

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

$22,734,027 Top 27% higher than 73% 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 Independence School, Inc. 403(b) 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 Independence School, Inc. 403(b) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Independence School, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Independence School, Inc. 403(b) Plan reported participants rose from 94 in the plan year 2023 filing to 104 in the plan year 2024 filing.
  • The Independence School, Inc. 403(b) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510225189 · The Independence School, Inc. PY 2024 · 401(k)

The Independence School, Inc. 403(b) Plan · $23M · 104 · 73rd

  • BOOK $23M
  • BOOK 104
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Landmark Bancorp, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2033

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 Delaware →

The Independence School, Inc. 403(b) Plan in the asset neighbourhood

The Independence School, Inc. 403(b) PlanThe Independence School, Inc…$23MLandmark Bancorp, Inc. 401(k) Profit Sharing PlanLandmark Bancorp, Inc. 401(k…$23MCincinnati Symphony Orchestra 401(k) PlanCincinnati Symphony Orchestr…$23MCentral Cable Contractors, Inc. 401(k) Retirement Savings Plan & TrustCentral Cable Contractors, I…$23MEmployees' 401(k) Plan of Parkhouse Tire Service, Inc.Employees' 401(k) Plan of Pa…$23M
End-of-year total assets ($M) among The Independence School, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Delaware filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN510225189
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Independence School, Inc.)

Sponsor-wide plan assets over time

All The Independence School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.445444169994975% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.9M $22.7M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 91 $19M
2023 1 94 $21M
2024 1 104 $23M

Nearby 401(k) Plans in Delaware

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Independence School, Inc. 403(b) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants The Independence School, Inc. 403(b) Plan, Total assets ($B): 0.022734027 · Participants: 104The Independence School, Inc. 403(b) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
The Independence School, Inc. 403(b) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare The Independence School, Inc. 403(b) Plan side-by-side with 3 peers →

The Independence School, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Landmark Bancorp, Inc. 401(k) Profit Sharing Plan in KS ($23M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Independence School, Inc. 403(b) Plan assets move in 2024? ▼
The Independence School, Inc. 403(b) Plan grew at a solid clip - up 6.4% during 2024, from $21M to $23M. Reported net income was $1M.
How have The Independence School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Independence School, Inc.'s sponsor-wide assets grew 20.4%, from $19M to $23M.
Which 401(k) plans are similar in size to The Independence School, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landmark Bancorp, Inc. 401(k) Profit Sharing Plan in KS ($23M, 243 participants).
Which 401(k) plans cover a similar participant headcount to The Independence School, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A 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 510225189.

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.