Other · DOL Form 5500 · 2024
Sidwell Friends School Retirement Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 281
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $295,627
- Avg per participant High balance/head
Official DOL plan name: Sidwell Friends School Defined Contribution Retirement Plan · Sponsored by Sidwell Friends School · District of Columbia · Educational Services
$83M in assets, 281 participants
Sidwell Friends School's Sidwell Friends School Defined Contribution Retirement Plan reported $83M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,917 in Educational Services (3,638 peers)
Coverage in District of Columbia
Sidwell Friends School Defined Contribution Retirement Plan covers 281 participants in District of Columbia, about 19% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $83M.
- #2,917
- in Educational Services (3,638 peers)
- +7.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Sidwell Friends School Defined Contribution Retirement Plan's outsized position by total assets
Sidwell Friends School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,071,186 Top 11% higher than 89% 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
Sidwell Friends 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. Sidwell Friends School Defined Contribution Retirement Plan sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sidwell Friends School Defined Contribution Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Sidwell Friends School Defined Contribution Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- Sidwell Friends School Defined Contribution Retirement Plan reported participants rose from 269 in the plan year 2023 filing to 281 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 530196519 · Sidwell Friends School PY 2024 · Other
Sidwell Friends School Defined Contribution Retirement Plan · $83M · 281 · 89th
- ASSETS $83M
- PCT 281
- EIN 89th
- RANK Other
- PHOTO near Tj Regional Health Inc. 403(b) Plan
- IND ind #2917
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 District of Columbia →
Sidwell Friends School Defined Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $6M |
| Employer EIN | 530196519 |
| Plan Effective Date | 1948-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sidwell Friends School)
Sponsor-wide plan assets over time
All Sidwell Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 23.418859313339876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 459 | $103M |
| 2023 | 2 | 422 | $117M |
| 2024 | 3 | 608 | $128M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Sidwell Friends School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Tj Regional Health Inc. 403(b) Plan in KY ($83M); by covered participants it is Manhattanville College 403(b) Retirement Plan in NY (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
- Tj Regional Health Inc. 403(b) Plan (KY) $83M · 1,406
- Fairview Range Regional Health Services 403b Plan (MN) $83M · 901
- Chambersburg Hospital Bargaining 403(b) Plan (PA) $83M · 1,444
- Gardner-Webb University Pension Plan (NC) $83M · 362
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Manhattanville College 403(b) Retirement Plan (NY) 281 · 0 off
- Brightpoint 403(b) Plan (IN) 281 · 0 off
- Candid DC Plan (NY) 281 · 0 off
- 403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services (TX) 281 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.