Other · DOL Form 5500 · 2024
The Episcopal Academy Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 367
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $158,939
- Avg per participant Above avg balance/head
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.
- #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.
- #2,716
- in Educational Services (3,638 peers)
- +13.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Episcopal Academy 403(b) Defined Contribution Retirement Plan's outsized position by total assets
The Episcopal Academy 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,330,462 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
The Episcopal Academy 403(b) 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 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (367 participants).
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.
Plan-year Form 5500 strip
Filing strip 231370500 · The Episcopal Academy PY 2024 · Other
The Episcopal Academy 403(b) Defined Contribution Retirement Plan · $58M · 367 · 86th
- PHOTO $58M
- PHOTO 367
- PHOTO 86th
- PHOTO Other
- PHOTO near Miami Country Day School Retirement and Tda Plan
- PHOTO ind #2716
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 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
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)
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
| 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 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
The Episcopal Academy 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Miami Country Day School Retirement and Tda Plan in FL ($58M); by covered participants it is Bestcare Treatment Services, Inc. 403(b) Plan in OR (367 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (367 participants); asset peers above are excluded.
- Bestcare Treatment Services, Inc. 403(b) Plan (OR) 367 · 0 off
- Limestone University Retirement Plan (SC) 367 · 0 off
- Brenau University 403(b) Defined Contribution Plan (GA) 367 · 0 off
- Open Society Institute Retirement Plan (NY) 367 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.