Other · DOL Form 5500 · 2024

Episcopal High School Retirement Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
195
Participants Below avg headcount
88th
Percentile by assets National rank
$367,315
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Episcopal High School Defined Contribution Retirement Plan · Sponsored by Episcopal High School · Virginia · Other Services

$72M in assets, 195 participants

Episcopal High School's Episcopal High School Defined Contribution Retirement Plan reported $72M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,340 in Other Services (7,719 peers)

Coverage in Virginia

Episcopal High School Defined Contribution Retirement Plan covers 195 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $72M.

#7,340
in Other Services (7,719 peers)
+9.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Episcopal High School Defined Contribution Retirement Plan's outsized position by total assets

Episcopal High School Defined Contribution Retirement Plan vs every filed plan by assets

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

$71,626,437 Top 12% higher than 88% 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

Episcopal High 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. Episcopal High School Defined Contribution Retirement Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Episcopal High School Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Episcopal High School Defined Contribution Retirement Plan reported participants rose from 178 in the plan year 2023 filing to 195 in the plan year 2024 filing.
  • Episcopal High School Defined Contribution Retirement Plan end-of-year assets rose from $66M in the plan year 2023 filing to $72M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540506326 · Episcopal High School PY 2024 · Other

Episcopal High School Defined Contribution Retirement Plan · $72M · 195 · 88th

  • ASSETS $72M
  • ASSETS 195
  • ASSETS 88th
  • ASSETS Other
  • ASSETS near Access Community Health Network Retirement Savings Plan
  • ASSETS ind #7340

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 Other Services retirement plans → · Plans in Virginia →

Episcopal High School Defined Contribution Retirement Plan in the asset neighbourhood

University of Mary Employee Retirement PlanUniversity of Mary Employee …$72MAccess Community Health Network Retirement Savings PlanAccess Community Health Netw…$72MEpiscopal High School Defined Contribution Retirement PlanEpiscopal High School Define…$72MChildren's Law Center of California 403(b) PlanChildren's Law Center of Cal…$72MBreakthrough T1d 403(b) Retirement Savings PlanBreakthrough T1d 403(b) Reti…$71M
End-of-year total assets ($M) among Episcopal High School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

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

Sponsor Plan History (Episcopal High School)

Sponsor-wide plan assets over time

All Episcopal High School plans reported in each filing year

Latest sponsor-wide plan assets
$72M 30.46986936006692% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.9M $71.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 174 $55M
2023 1 178 $66M
2024 1 195 $72M

Nearby Other Plans in Virginia

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

Episcopal High School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Episcopal High School Defined Contribution Retirement Plan, Total assets ($B): 0.071626437 · Participants: 195Episcopal High School Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Episcopal High School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Episcopal High School Defined Contribution Retirement Plan side-by-side with 3 peers →

Episcopal High School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Access Community Health Network Retirement Savings Plan in IL ($72M); by covered participants it is Groton School 403(b) Defined Contribution Retirement Plan in MA (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Episcopal High School Defined Contribution Retirement Plan assets move in 2024? ▼
Episcopal High School Defined Contribution Retirement Plan grew at a solid clip - up 9.2% during 2024, from $66M to $72M. Reported net income was $6M.
How have Episcopal High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal High School's sponsor-wide assets grew 30.5%, from $55M to $72M.
Where does Episcopal High School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Episcopal High School Defined Contribution Retirement Plan ranks in the 88th 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 Other plans are similar in size to Episcopal High School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Access Community Health Network Retirement Savings Plan in IL ($72M, 1,112 participants).
Which Other plans cover a similar participant headcount to Episcopal High School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Groton School 403(b) Defined Contribution Retirement Plan in MA (195 participants, $87M 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 540506326.

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.