Profit Sharing · DOL Form 5500 · 2024
Wilmington Friends School, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 139
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $392,346
- Avg per participant High balance/head
Official DOL plan name: Wilmington Friends School 403(b) Retirement Plan · Sponsored by Wilmington Friends School, Inc. · Delaware · Educational Services
$55M in assets, 139 participants
Wilmington Friends School, Inc.'s Wilmington Friends School 403(b) Retirement Plan reported $55M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,682 in Educational Services (3,638 peers)
Coverage in Delaware
Wilmington Friends School 403(b) Retirement Plan covers 139 participants in Delaware, about 26% of the average Delaware filer (state average ~536 per filing). Assets: $55M.
- #2,682
- in Educational Services (3,638 peers)
- +4.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Wilmington Friends School 403(b) Retirement Plan's outsized position by total assets
Wilmington Friends School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,536,046 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Wilmington Friends School 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. Wilmington Friends School 403(b) Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wilmington Friends School 403(b) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Wilmington Friends School 403(b) Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $55M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510064310 · Wilmington Friends School, Inc. PY 2024 · Profit Sharing
Wilmington Friends School 403(b) Retirement Plan · $55M · 139 · 85th
- NET $55M
- NET 139
- NET 85th
- NET Profit Sharing
- NET near Casa Colina, Inc. 403(b) Retirement Plan
- NET ind #2682
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 Delaware →
Wilmington Friends School 403(b) Retirement Plan in the asset neighbourhood
Delaware filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $3M |
| Employer EIN | 510064310 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilmington Friends School, Inc.)
Sponsor-wide plan assets over time
All Wilmington Friends School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 15.646687115178901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $47M |
| 2023 | 1 | 140 | $52M |
| 2024 | 1 | 139 | $55M |
Nearby Profit Sharing Plans in Delaware
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Christiana Care Health Services, Inc. Defined Contribution Plan $299M · 10,196
- Plumbers & Pipefitters Lu No. 74 Annuity Fund $99M · 954
- Fiduciary Services Group 401(k) Plan $30M · 372
- Delaware Hospice, Inc. 403(b) Retirement Plan $14M · 282
- Profit Sharing Plan of the Law Offices of Jeffrey M. Weiner $3M · 3
Wilmington Friends School 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Delaware, the nearest Profit Sharing by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($55M); by covered participants it is Goodman Companies Retirement Profit Sharing Plan in MI (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Casa Colina, Inc. 403(b) Retirement Plan (CA) $55M · 1,071
- Ironworkers Local Union 549 and 550 Security Plan (WV) $54M · 3,813
- Schnuck Markets, Inc. Profit Sharing Plan (MO) $54M · 721
- The Judge Rotenberg Educational Center, Inc. Retirement Plan (MA) $55M · 1,234
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Goodman Companies Retirement Profit Sharing Plan (MI) 139 · 0 off
- Echo Community Health Care 403(b) Plan (IN) 139 · 0 off
- Amphenol Puerto Rico Retirement Plan (CT) 139 · 0 off
- 403(b) Plan for United Way of Greater St. Louis, Inc. (MO) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.