Other · DOL Form 5500 · 2024
Shady Side Academy Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 300
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $250,562
- Avg per participant Above avg balance/head
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.
- #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.
- #2,865
- in Educational Services (3,638 peers)
- +8.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Shady Side Academy Retirement Plan's outsized position by total assets
Shady Side Academy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,168,652 Top 12% higher than 88% 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
Shady Side Academy Retirement 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. Shady Side Academy Retirement Plan sits mid-pack in the medium band (300 participants).
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.
EBSA filing schedule strip
Filing strip 250965561 · Shady Side Academy PY 2024 · Other
Shady Side Academy Retirement Plan · $75M · 300 · 88th
- EBSA $75M
- EBSA 300
- EBSA 88th
- EBSA Other
- EBSA near The Buckley School Defined Contribution Plan
- EBSA ind #2865
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 Pennsylvania →
Shady Side Academy Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Shady Side Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 16.878358622136016% vs 2022
- 2024 filing year
| 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.
- 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
Shady Side Academy Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Buckley School Defined Contribution Plan in CA ($75M); by covered participants it is The University of the Arts Defined Contribution Retirement Plan in NJ (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (300 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.