Other · DOL Form 5500 · 2024
The Pembroke Hill School Retirement Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 202
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $298,247
- Avg per participant High balance/head
Official DOL plan name: Pembroke Hill School Defined Contribution Retirement Plan · Sponsored by The Pembroke Hill School · Missouri · Educational Services
$60M in assets, 202 participants
The Pembroke Hill School's Pembroke Hill School Defined Contribution Retirement Plan reported $60M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,731 in Educational Services (3,638 peers)
Coverage in Missouri
Pembroke Hill School Defined Contribution Retirement Plan covers 202 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $60M.
- #2,731
- in Educational Services (3,638 peers)
- +7.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Pembroke Hill School Defined Contribution Retirement Plan's outsized position by total assets
Pembroke Hill School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,245,905 Top 14% higher than 86% 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
Pembroke Hill School Defined Contribution 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. Pembroke Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pembroke Hill School Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Pembroke Hill School Defined Contribution Retirement Plan end-of-year assets rose from $56M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Pembroke Hill School Defined Contribution Retirement Plan reported participants fell from 205 in the plan year 2023 filing to 202 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431326059 · The Pembroke Hill School PY 2024 · Other
Pembroke Hill School Defined Contribution Retirement Plan · $60M · 202 · 86th
- EIN $60M
- EIN 202
- EIN 86th
- EIN Other
- EIN near Newark Academy DC Retirement Plan
- EIN ind #2731
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 Missouri →
Pembroke Hill School Defined Contribution Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $4M |
| Employer EIN | 431326059 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Pembroke Hill School)
Sponsor-wide plan assets over time
All The Pembroke Hill School plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 18.631275373680936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $51M |
| 2023 | 1 | 205 | $56M |
| 2024 | 1 | 202 | $60M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Pembroke Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Newark Academy DC Retirement Plan in NJ ($60M); by covered participants it is Oakwood School 403(b) Retirement Plan in CA (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.
- Oakwood School 403(b) Retirement Plan (CA) 202 · 0 off
- Mountain Family Health Centers 403b Plan (CO) 202 · 0 off
- Graland Country Day School Retirement Plan (CO) 202 · 0 off
- Trinity Valley School Tax Sheltered Group Annuity (TX) 202 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.