Other · DOL Form 5500 · 2024

The Baldwin School Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
216
Participants Below avg headcount
82nd
Percentile by assets National rank
$194,468
Avg per participant Above avg balance/head
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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.

  • #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.

#2,494
in Educational Services (3,638 peers)
+8.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Baldwin School Defined Contribution Plan's outsized position 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

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

The Baldwin School Defined Contribution 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. The Baldwin School Defined Contribution Plan sits mid-pack in the medium band (216 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231352619 · The Baldwin School PY 2024 · Other

The Baldwin School Defined Contribution Plan · $42M · 216 · 82nd

  • PHOTO $42M
  • IND 216
  • EOY 82nd
  • 5500 Other
  • ASSETS near Tatnall School 403(b) Plan
  • PCT ind #2494

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 Pennsylvania →

The Baldwin School Defined Contribution Plan in the asset neighbourhood

The Fenn School Tda and Retirement PlanThe Fenn School Tda and Reti…$42MThe Baldwin School Defined Contribution PlanThe Baldwin School Defined C…$42MAmerican Geophysical Union Retirement PlanAmerican Geophysical Union R…$42MTatnall School 403(b) Plan$42MIBEW Local 325 Annuity Fund$42M
End-of-year total assets ($M) among The Baldwin School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN231352619
Plan Effective Date1925-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Baldwin School)

Sponsor-wide plan assets over time

All The Baldwin School plans reported in each filing year

Latest sponsor-wide plan assets
$42M 11.852679538487793% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.6M $42M ▲ +11.9%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Baldwin School Defined Contribution Plan, Total assets ($B): 0.042005181 · Participants: 216The Baldwin School Defined Contribution PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
The Baldwin School Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Baldwin School Defined Contribution Plan side-by-side with 3 peers →

The Baldwin School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Tatnall School 403(b) Plan in DE ($42M); by covered participants it is Clara Martin Center 403(b) Plan in VT (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 The Baldwin School Defined Contribution Plan assets move in 2024? ▼
The Baldwin School Defined Contribution Plan grew at a solid clip - up 8.1% during 2024, from $39M to $42M. Reported net income was $3M.
How have The Baldwin School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Baldwin School's sponsor-wide assets grew 11.9%, from $38M to $42M.
Where does The Baldwin School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
The Baldwin School Defined Contribution Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Baldwin School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Tatnall School 403(b) Plan in DE ($42M, 115 participants).
Which Other plans cover a similar participant headcount to The Baldwin School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Clara Martin Center 403(b) Plan in VT (216 participants, $7M 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 231352619.

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.