Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EPISCOPAL HIGH SCHOOL

This Profit Sharing plan holds $72M in total assets and serves 195 participants as of 2024. It is sponsored by EPISCOPAL HIGH SCHOOL in Virginia. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$72M
Participants
195
State
Industry
Other Services

What the Filing Says About EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by EPISCOPAL HIGH SCHOOL, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $72M in total end-of-year assets and covers 195 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540506326, and the plan has been effective since 1945-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $66M at the beginning of 2024 to $72M at year-end — a gain of 9.2%. Net assets (after liabilities) closed the year at $72M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$66M
Total Assets (End of Year)$72M
Net Assets (End of Year)$72M
Net Income$6M
Plan TypeProfit Sharing
Employer EIN540506326
Plan Effective Date1945-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EPISCOPAL HIGH SCHOOL)

Year Plans Participants Total Assets
2022 1 174 $55M
2023 1 178 $66M
2024 1 195 $72M

Nearby Profit Sharing Plans in Virginia

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

Frequently Asked Questions

How much money is in the EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2024 Form 5500 filing, EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN holds $72M in total assets with 195 participants. It is sponsored by EPISCOPAL HIGH SCHOOL.
What type of plan is EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1945-10-01. The plan is filed with the U.S. Department of Labor under EIN 540506326.
Who sponsors the EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by EPISCOPAL HIGH SCHOOL, located in Virginia. The sponsor's EIN is 540506326 and the plan operates in the Other Services industry.
How did EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2024?
EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN grew by 9.2% during 2024, moving from $66M to $72M in total assets. Net income was $6M.
Where can I find official filings for EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540506326 or plan name at efast.dol.gov.
How does EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540506326.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.