Other · DOL Form 5500 · 2024
The Baldwin School Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 216
- Participants
- 82nd
- Percentile by assets
- $194,468
- Avg per participant
Official DOL plan name: The Baldwin School Defined Contribution Plan · Sponsored by The Baldwin School · Pennsylvania · Educational Services
$42M in assets, 216 participants
The Baldwin School's The Baldwin School Defined Contribution Plan reported $42M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 123,622 plans)
- #2,494 in Educational Services (3,638 peers)
Coverage in Pennsylvania
The Baldwin School Defined Contribution Plan covers 216 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- $42M
- total plan assets (2024 EOY)
- 216
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $194,468
- avg assets per participant
Where The Baldwin School Defined Contribution Plan sits by total assets
The Baldwin School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,005,181 Top 18% higher than 82% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Baldwin School Defined Contribution Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Baldwin School Defined Contribution Plan end-of-year assets rose from $39M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- The Baldwin School Defined Contribution Plan reported participants rose from 201 in the plan year 2023 filing to 216 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Baldwin School Defined Contribution Plan reports 216 participants - about 26% of that state average ($42M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $3M |
| Employer EIN | 231352619 |
| Plan Effective Date | 1925-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Baldwin School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $38M |
| 2023 | 1 | 201 | $39M |
| 2024 | 1 | 216 | $42M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
The Baldwin School Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Baldwin School Defined Contribution Plan by total assets, not by location.
- Tatnall School 403(b) Plan (DE) $42M · 115
- American Geophysical Union Retirement Plan (DC) $42M · 173
- IBEW Local 325 Annuity Fund (NY) $42M · 385
- The Fenn School Tda and Retirement Plan (MA) $42M · 102
Frequently Asked Questions
How did The Baldwin School Defined Contribution Plan assets move in 2024? ▼
How have The Baldwin School plan assets changed over time? ▼
Where does The Baldwin School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Baldwin School Defined Contribution Plan? ▼
Next read for The Baldwin School Defined Contribution …
Filing takeaways
Ways to act on The Baldwin School Defined Contribution Plan's numbers.
- By total assets, The Baldwin School Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- The Baldwin School's sponsor-wide assets have grown 11.9% since 2022 across 3 plan years on file. More Educational Services plans