Other · DOL Form 5500 · 2024
Holy Innocents' Episcopal School, Inc. Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 263
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $255,081
- Avg per participant Above avg balance/head
Official DOL plan name: Holy Innocents' Episcopal School 403(b) Plan · Sponsored by Holy Innocents' Episcopal School, Inc. · Georgia · Educational Services
$67M in assets, 263 participants
Holy Innocents' Episcopal School, Inc.'s Holy Innocents' Episcopal School 403(b) Plan reported $67M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,808 in Educational Services (3,638 peers)
Coverage in Georgia
Holy Innocents' Episcopal School 403(b) Plan covers 263 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $67M.
- #2,808
- in Educational Services (3,638 peers)
- +11.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Holy Innocents' Episcopal School 403(b) Plan's outsized position by total assets
Holy Innocents' Episcopal School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,086,428 Top 13% higher than 87% 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
Holy Innocents' Episcopal School 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. Holy Innocents' Episcopal School 403(b) Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holy Innocents' Episcopal School 403(b) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Holy Innocents' Episcopal School 403(b) Plan end-of-year assets rose from $60M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Holy Innocents' Episcopal School 403(b) Plan reported participants fell from 266 in the plan year 2023 filing to 263 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 581120296 · Holy Innocents' Episcopal School, Inc. PY 2024 · Other
Holy Innocents' Episcopal School 403(b) Plan · $67M · 263 · 87th
- IND $67M
- EOY 263
- 5500 87th
- ASSETS Other
- PCT near The Children's Aid Society Voluntary Retirement Plan
- EIN ind #2808
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 Georgia →
Holy Innocents' Episcopal School 403(b) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $7M |
| Employer EIN | 581120296 |
| Plan Effective Date | 1970-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holy Innocents' Episcopal School, Inc.)
Sponsor-wide plan assets over time
All Holy Innocents' Episcopal School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 28.57030468836676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $52M |
| 2023 | 1 | 266 | $60M |
| 2024 | 1 | 263 | $67M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Holy Innocents' Episcopal School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is The Children's Aid Society Voluntary Retirement Plan in NY ($67M); by covered participants it is World Education Services, Inc. 403(b) Tax Deferred Annuity Plan in NY (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- The Children's Aid Society Voluntary Retirement Plan (NY) $67M · 2,783
- California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) (CA) $67M · 301
- Regis College DC Retirement Plan (MA) $67M · 410
- Society of Actuaries Research Institute 403(b) Retirement Plan (IL) $67M · 163
Similar participant headcount
Nearest other-state filings by covered participants (263 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.