Other · DOL Form 5500 · 2024

Georgetown Day School, Inc. Retirement Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
378
Participants Below avg headcount
91st
Percentile by assets National rank
$280,882
Avg per participant High balance/head
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Official DOL plan name: Georgetown Day School, Inc. 403(b) Retirement Plan · Sponsored by Georgetown Day School, Inc. · District of Columbia · Educational Services

$106M in assets, 378 participants

Georgetown Day School, Inc.'s Georgetown Day School, Inc. 403(b) Retirement Plan reported $106M in total assets and 378 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,060 in Educational Services (3,638 peers)

Coverage in District of Columbia

Georgetown Day School, Inc. 403(b) Retirement Plan covers 378 participants in District of Columbia, about 26% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $106M.

#3,060
in Educational Services (3,638 peers)
+13.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Georgetown Day School, Inc. 403(b) Retirement Plan's outsized position by total assets

Georgetown Day School, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$106,173,473 Top 9% higher than 91% 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

Georgetown Day School, Inc. 403(b) 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. Georgetown Day School, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Georgetown Day School, Inc. 403(b) Retirement Plan end-of-year assets rose from $93M in the plan year 2023 filing to $106M in the plan year 2024 filing.
  • Georgetown Day School, Inc. 403(b) Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Georgetown Day School, Inc. 403(b) Retirement Plan reported participants rose from 356 in the plan year 2023 filing to 378 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 530204701 · Georgetown Day School, Inc. PY 2024 · Other

Georgetown Day School, Inc. 403(b) Retirement Plan · $106M · 378 · 91st

  • EIN $106M
  • EIN 378
  • EIN 91st
  • EIN Other
  • EIN near Katherine Shaw Bethea Hospital Retirement Savings Plan
  • EIN ind #3060

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 District of Columbia →

Georgetown Day School, Inc. 403(b) Retirement Plan in the asset neighbourhood

Acmc System Savings Investment PlanAcmc System Savings Investme…$106MKatherine Shaw Bethea Hospital Retirement Savings PlanKatherine Shaw Bethea Hospit…$106MGeorgetown Day School, Inc. 403(b) Retirement PlanGeorgetown Day School, Inc. …$106MSouthwestern Law School DC Retirement PlanSouthwestern Law School DC R…$106MDetroit Country Day School Retirement PlanDetroit Country Day School R…$106M
End-of-year total assets ($M) among Georgetown Day School, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$106M
Net Income$13M
Employer EIN530204701
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgetown Day School, Inc.)

Sponsor-wide plan assets over time

All Georgetown Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 29.45999827270383% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $82M $106M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 355 $82M
2023 1 356 $93M
2024 1 378 $106M

Nearby Other Plans in District of Columbia

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

Georgetown Day School, Inc. 403(b) Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Georgetown Day School, Inc. 403(b) Retirement Plan, Total assets ($B): 0.106173473 · Participants: 378Georgetown Day School, Inc. 403(b) Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
Georgetown Day School, Inc. 403(b) Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Georgetown Day School, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Katherine Shaw Bethea Hospital Retirement Savings Plan in IL ($106M); by covered participants it is White Horse Village Inc. 403(b) Pension Plan in PA (378 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (378 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 Georgetown Day School, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Georgetown Day School, Inc. 403(b) Retirement Plan grew at a solid clip - up 13.7% during 2024, from $93M to $106M. Reported net income was $13M.
How have Georgetown Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgetown Day School, Inc.'s sponsor-wide assets grew 29.5%, from $82M to $106M.
Where does Georgetown Day School, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Georgetown Day School, Inc. 403(b) Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Georgetown Day School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Katherine Shaw Bethea Hospital Retirement Savings Plan in IL ($106M, 905 participants).
Which Other plans cover a similar participant headcount to Georgetown Day School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is White Horse Village Inc. 403(b) Pension Plan in PA (378 participants, $9M in assets).