Other · DOL Form 5500 · 2024

Phillips Exeter Academy Retirement Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
891
Participants Near avg headcount
95th
Percentile by assets National rank
$271,850
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phillips Exeter Academy Retirement Plan · Sponsored by Phillips Exeter Academy · New Hampshire · Educational Services

$242M in assets, 891 participants

Phillips Exeter Academy's Phillips Exeter Academy Retirement Plan reported $242M in total assets and 891 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,341 in Educational Services (3,638 peers)

Coverage in New Hampshire

Phillips Exeter Academy Retirement Plan covers 891 participants in New Hampshire, 3.0x the typical New Hampshire plan (state average ~301 per filing). Assets: $242M.

#3,341
in Educational Services (3,638 peers)
+9.8%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Phillips Exeter Academy Retirement Plan's outsized position by total assets

Phillips Exeter Academy Retirement Plan vs every filed plan by assets

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

$242,218,438 Top 5% higher than 95% 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

Phillips Exeter Academy 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. Phillips Exeter Academy Retirement Plan sits mid-pack in the medium band (891 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phillips Exeter Academy Retirement Plan end-of-year assets rose from $221M in the plan year 2023 filing to $242M in the plan year 2024 filing.
  • Phillips Exeter Academy Retirement Plan reported net income rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Phillips Exeter Academy Retirement Plan reported participants rose from 868 in the plan year 2023 filing to 891 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020222174 · Phillips Exeter Academy PY 2024 · Other

Phillips Exeter Academy Retirement Plan · $242M · 891 · 95th

  • PART $242M
  • TYPE 891
  • NET 95th
  • BOOK Other
  • VS-ST near Greenwich Hospital Tax Deferred Annuity Retirement Plan
  • BOY ind #3341

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 New Hampshire →

Phillips Exeter Academy Retirement Plan in the asset neighbourhood

Emerson College Tax Deferred Annuity PlanEmerson College Tax Deferred…$242MThe College of Wooster Defined Contribution PlanThe College of Wooster Defin…$242MGreenwich Hospital Tax Deferred Annuity Retirement PlanGreenwich Hospital Tax Defer…$242MPhillips Exeter Academy Retirement PlanPhillips Exeter Academy Reti…$242MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$242M
End-of-year total assets ($M) among Phillips Exeter Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Hampshire filing particulars

Total Assets (Beginning of Year)$221M
Net Assets (End of Year)$242M
Net Income$22M
Employer EIN020222174
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phillips Exeter Academy)

Sponsor-wide plan assets over time

All Phillips Exeter Academy plans reported in each filing year

Latest sponsor-wide plan assets
$242M 20.4225437646073% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $201M $242M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 870 $201M
2023 1 868 $221M
2024 1 891 $242M

Nearby Other Plans in New Hampshire

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

Phillips Exeter Academy Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.52 Total assets ($B) Participants Phillips Exeter Academy Retirement Plan, Total assets ($B): 0.242218438 · Participants: 891Phillips Exeter Academy Retirement PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.650323 · Participants: 13150Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 1.115215444 · Participants: 4150Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.493721877 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.355982371 · Participants: 55403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.290735626 · Participants: 2793Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Phillips Exeter Academy Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Phillips Exeter Academy Retirement Plan side-by-side with 3 peers →

Phillips Exeter Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT ($242M); by covered participants it is Columbus Association for the Performing Arts 403(b) Plan in OH (891 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($242M here).

Similar participant headcount

Nearest other-state filings by covered participants (891 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 Phillips Exeter Academy Retirement Plan assets move in 2024? ▼
Phillips Exeter Academy Retirement Plan grew at a solid clip - up 9.8% during 2024, from $221M to $242M. Reported net income was $22M.
How have Phillips Exeter Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phillips Exeter Academy's sponsor-wide assets grew 20.4%, from $201M to $242M.
Where does Phillips Exeter Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Phillips Exeter Academy Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Phillips Exeter Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT ($242M, 2,360 participants).
Which Other plans cover a similar participant headcount to Phillips Exeter Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Columbus Association for the Performing Arts 403(b) Plan in OH (891 participants, $13M 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 020222174.

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.