Other · DOL Form 5500 · 2024
Shady Side Academy Retirement Plan
Data updated 2026-08-11
- $75M
- Total assets
- 300
- Participants
- 88th
- Percentile by assets
- $250,562
- Avg per participant
Official DOL plan name: Shady Side Academy Retirement Plan · Sponsored by Shady Side Academy · Pennsylvania · Educational Services
$75M in assets, 300 participants
Shady Side Academy's Shady Side Academy Retirement Plan reported $75M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #2,865 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Shady Side Academy Retirement Plan covers 300 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $75M.
- $75M
- total plan assets (2024 EOY)
- 300
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $250,562
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shady Side Academy Retirement Plan end-of-year assets rose from $70M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Shady Side Academy Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Shady Side Academy Retirement Plan reported participants rose from 290 in the plan year 2023 filing to 300 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Shady Side Academy Retirement Plan reports 300 participants - about 37% of that state average ($75M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $6M |
| Employer EIN | 250965561 |
| Plan Effective Date | 1945-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shady Side Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $64M |
| 2023 | 1 | 290 | $70M |
| 2024 | 1 | 300 | $75M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Shady Side Academy Retirement Plan 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 Shady Side Academy Retirement Plan by total assets, not by location.
- The Buckley School Defined Contribution Plan (CA) $75M · 196
- Viewpoint Educational Foundation 403(b)Plan (CA) $75M · 305
- Oswego Health 403(b) Retirement Plan (NY) $75M · 1,380
- University of Dubuque Employees' 403(b) Plan (IA) $75M · 669
Frequently Asked Questions
How did Shady Side Academy Retirement Plan assets move in 2024? ▼
How have Shady Side Academy plan assets changed over time? ▼
Where does Shady Side Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Shady Side Academy Retirement Plan? ▼
Next read for Shady Side Academy Retirement Plan
Filing takeaways
Ways to act on Shady Side Academy Retirement Plan's numbers.
- By total assets, Shady Side Academy Retirement Plan 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
- Shady Side Academy's sponsor-wide assets have grown 16.9% since 2022 across 3 plan years on file. More Educational Services plans