Other · DOL Form 5500 · 2024
The Episcopal Academy Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 367
- Participants
- 86th
- Percentile by assets
- $158,939
- Avg per participant
Official DOL plan name: The Episcopal Academy 403(b) Defined Contribution Retirement Plan · Sponsored by The Episcopal Academy · Pennsylvania · Educational Services
$58M in assets, 367 participants
The Episcopal Academy's The Episcopal Academy 403(b) Defined Contribution Retirement Plan reported $58M in total assets and 367 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.
- 86th percentile by assets (of 123,622 plans)
- #2,716 in Educational Services (3,638 peers)
Coverage in Pennsylvania
The Episcopal Academy 403(b) Defined Contribution Retirement Plan covers 367 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $58M.
- $58M
- total plan assets (2024 EOY)
- 367
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $158,939
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Episcopal Academy 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- The Episcopal Academy 403(b) Defined Contribution Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The Episcopal Academy 403(b) Defined Contribution Retirement Plan reported participants rose from 360 in the plan year 2023 filing to 367 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Episcopal Academy 403(b) Defined Contribution Retirement Plan reports 367 participants - about 45% of that state average ($58M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $7M |
| Employer EIN | 231370500 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Episcopal Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 665 | $75M |
| 2023 | 2 | 717 | $89M |
| 2024 | 2 | 733 | $101M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
The Episcopal Academy 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Episcopal Academy 403(b) Defined Contribution Retirement Plan by total assets, not by location.
- Miami Country Day School Retirement and Tda Plan (FL) $58M · 384
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan (CA) $58M · 1,322
- Bozeman Health 403(b) Plan (MT) $58M · 2,373
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) $58M · 183
Frequently Asked Questions
How did The Episcopal Academy 403(b) Defined Contribution Retirement Plan assets move in 2024? ▼
How have The Episcopal Academy plan assets changed over time? ▼
Where does The Episcopal Academy 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Episcopal Academy 403(b) Defined Contribution Retirement Plan? ▼
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Filing takeaways
Ways to act on The Episcopal Academy 403(b) Defined Contribution Retirement Plan's numbers.
- By total assets, The Episcopal Academy 403(b) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- The Episcopal Academy's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Educational Services plans