Profit Sharing · DOL Form 5500 · 2024

The Episcopal Academy Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
366
Participants Below avg headcount
82nd
Percentile by assets National rank
$116,789
Avg per participant Below avg balance/head
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Official DOL plan name: The Episcopal Academy 401(a) Defined Contribution Retirement Plan · Sponsored by The Episcopal Academy · Pennsylvania · Educational Services

$43M in assets, 366 participants

The Episcopal Academy's The Episcopal Academy 401(a) Defined Contribution Retirement Plan reported $43M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,505 in Educational Services (3,638 peers)

Coverage in Pennsylvania

The Episcopal Academy 401(a) Defined Contribution Retirement Plan covers 366 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $43M.

#2,505
in Educational Services (3,638 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Episcopal Academy 401(a) Defined Contribution Retirement Plan's outsized position by total assets

The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$42,744,773 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Episcopal Academy 401(a) 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. The Episcopal Academy 401(a) Defined Contribution Retirement Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Episcopal Academy 401(a) Defined Contribution Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • The Episcopal Academy 401(a) Defined Contribution Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Episcopal Academy 401(a) Defined Contribution Retirement Plan reported participants rose from 357 in the plan year 2023 filing to 366 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231370500 · The Episcopal Academy PY 2024 · Profit Sharing

The Episcopal Academy 401(a) Defined Contribution Retirement Plan · $43M · 366 · 82nd

  • NET $43M
  • NET 366
  • NET 82nd
  • NET Profit Sharing
  • NET near The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan
  • NET ind #2505

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 →

The Episcopal Academy 401(a) Defined Contribution Retirement Plan in the asset neighbourhood

Otter Tail Corporation Employee Stock Ownership PlanOtter Tail Corporation Emplo…$43MUniversity Pediatric Associates Retirement PlanUniversity Pediatric Associa…$43MThe Episcopal Academy 401(a) Defined Contribution Retirement PlanThe Episcopal Academy 401(a)…$43MThe Lighthouse for the Blind, Inc. Tax-Deferred Annuity PlanThe Lighthouse for the Blind…$43MTransre Retirement Accumulation PlanTransre Retirement Accumulat…$43M
End-of-year total assets ($M) among The Episcopal Academy 401(a) Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN231370500
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Episcopal Academy)

Sponsor-wide plan assets over time

All The Episcopal Academy plans reported in each filing year

Latest sponsor-wide plan assets
$101M 34.458242362217575% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.2M $101M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 665 $75M
2023 2 717 $89M
2024 2 733 $101M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Episcopal Academy 401(a) Defined Contribution Retirement Plan, Total assets ($B): 0.042744773 · Participants: 366The Episcopal Academy 401(a) Defined Contribution Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
The Episcopal Academy 401(a) Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare The Episcopal Academy 401(a) Defined Contribution Retirement Plan side-by-side with 3 peers →

The Episcopal Academy 401(a) Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan in WA ($43M); by covered participants it is Colorado Contractors Open Shop Employers Profit Sharing Plan in MI (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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.

Frequently Asked Questions

How did The Episcopal Academy 401(a) Defined Contribution Retirement Plan assets move in 2024? ▼
The Episcopal Academy 401(a) Defined Contribution Retirement Plan grew at a solid clip - up 14.3% during 2024, from $37M to $43M. Reported net income was $5M.
How have The Episcopal Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Episcopal Academy's sponsor-wide assets grew 34.5%, from $75M to $101M.
Where does The Episcopal Academy 401(a) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Episcopal Academy 401(a) Defined Contribution Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Episcopal Academy 401(a) Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Lighthouse for the Blind, Inc. Tax-Deferred Annuity Plan in WA ($43M, 437 participants).
Which Profit Sharing plans cover a similar participant headcount to The Episcopal Academy 401(a) Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Colorado Contractors Open Shop Employers Profit Sharing Plan in MI (366 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231370500.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.