Other · DOL Form 5500 · 2024

Education Commission of the States Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
35
Participants Small participant base
64th
Percentile by assets National rank
$418,293
Avg per participant High balance/head
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Official DOL plan name: Education Commission of the States 403 (B) DC Plan · Sponsored by Education Commission of the States · Colorado · Educational Services

$15M in assets, 35 participants

Education Commission of the States's Education Commission of the States 403 (B) DC Plan reported $15M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,699 in Educational Services (3,638 peers)

What the 2024 filing shows

Education Commission of the States 403 (B) DC Plan holds $15M for 35 participants - about $418,293 per participant, above the median plan by assets.

#1,699
in Educational Services (3,638 peers)
-0.6%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Education Commission of the States 403 (B) DC Plan's mid-pack asset rank among Educational Services and all filers

Education Commission of the States 403 (B) DC Plan vs every filed plan by assets

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

$14,640,272 Top 36% higher than 64% 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

Education Commission of the States 403 (B) DC Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Commission of the States 403 (B) DC Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Education Commission of the States 403 (B) DC Plan reported net income fell from $757K in the plan year 2023 filing to -$95K in the plan year 2024 filing.
  • Education Commission of the States 403 (B) DC Plan reported participants fell from 36 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310722194 · Education Commission of the States PY 2024 · Other

Education Commission of the States 403 (B) DC Plan · $15M · 35 · 64th

  • RANK $15M
  • RANK 35
  • RANK 64th
  • RANK Other
  • RANK near Woodlynde School Retirement Plan
  • RANK ind #1699

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 Colorado →

Education Commission of the States 403 (B) DC Plan in the asset neighbourhood

Louisburg College 403(b) Plan$15MEducation Commission of the States 403 (B) DC PlanEducation Commission of the …$15MWoodlynde School Retirement PlanWoodlynde School Retirement …$15MCommunity Blood Center, Inc. 403(b) PlanCommunity Blood Center, Inc.…$15MSamuel U. Rodgers Health Center 403(b) PlanSamuel U. Rodgers Health Cen…$15M
End-of-year total assets ($M) among Education Commission of the States 403 (B) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$95K
Employer EIN310722194
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Commission of the States)

Sponsor-wide plan assets over time

All Education Commission of the States plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.545547377890713% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M 202220232024 $14M $14.6M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 36 $14M
2023 1 36 $15M
2024 1 35 $15M

Nearby Other Plans in Colorado

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

Education Commission of the States 403 (B) DC Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Education Commission of the States 403 (B) DC Plan, Total assets ($B): 0.014640272 · Participants: 35Education Commission of the States 403 (B) DC PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Education Commission of the States 403 (B) DC Plan vs. nearby Other plans in Colorado, assets vs. participants

Education Commission of the States 403 (B) DC Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Woodlynde School Retirement Plan in PA ($15M); by covered participants it is Macon East Academy Tax Sheltered 403(b) Plan in AL (35 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Education Commission of the States 403 (B) DC Plan assets move in 2024?
Education Commission of the States 403 (B) DC Plan held essentially flat - down 0.6% during 2024, from $15M to $15M. Reported net income was -$95K.
How have Education Commission of the States plan assets changed over time?
Across 3 plan years on file (2022-2024), Education Commission of the States's sponsor-wide assets grew 4.5%, from $14M to $15M.
Which Other plans are similar in size to Education Commission of the States 403 (B) DC Plan?
Among Other plans in other states, the closest by assets is Woodlynde School Retirement Plan in PA ($15M, 83 participants).
Which Other plans cover a similar participant headcount to Education Commission of the States 403 (B) DC Plan?
Among Other plans in other states, the closest by covered participants is Macon East Academy Tax Sheltered 403(b) Plan in AL (35 participants, $312K in assets).