Other · DOL Form 5500 · 2024

The Ellis School Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
126
Participants Small participant base
76th
Percentile by assets National rank
$224,038
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Ellis School Defined Contribution Retirement Plan · Sponsored by The Ellis School · Pennsylvania · Educational Services

$28M in assets, 126 participants

The Ellis School's The Ellis School Defined Contribution Retirement Plan reported $28M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,211 in Educational Services (3,638 peers)

Coverage in Pennsylvania

The Ellis School Defined Contribution Retirement Plan covers 126 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#2,211
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Ellis School Defined Contribution Retirement Plan's outsized position by total assets

The Ellis School Defined Contribution Retirement Plan vs every filed plan by assets

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

$28,228,767 Top 24% higher than 76% 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 Ellis School Defined Contribution 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. The Ellis School Defined Contribution Retirement Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Ellis School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Ellis School Defined Contribution Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • The Ellis School Defined Contribution Retirement Plan reported participants rose from 122 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 250965329 · The Ellis School PY 2024 · Other

The Ellis School Defined Contribution Retirement Plan · $28M · 126 · 76th

  • TYPE $28M
  • TYPE 126
  • TYPE 76th
  • TYPE Other
  • TYPE near Cornish College of the Arts 403(b) Plan
  • TYPE ind #2211

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 Ellis School Defined Contribution Retirement Plan in the asset neighbourhood

Robert F. Kennedy Community Alliance 403(b) PlanRobert F. Kennedy Community …$28MThe Ellis School Defined Contribution Retirement PlanThe Ellis School Defined Con…$28MCornish College of the Arts 403(b) PlanCornish College of the Arts …$28MSun Valley Community School, Inc. 403(b) PlanSun Valley Community School,…$28MFrancis W. Parker School Tax Deferred Annuity PlanFrancis W. Parker School Tax…$28M
End-of-year total assets ($M) among The Ellis School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN250965329
Plan Effective Date1947-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ellis School)

Sponsor-wide plan assets over time

All The Ellis School plans reported in each filing year

Latest sponsor-wide plan assets
$28M 17.821523856540793% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24M $28.2M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 113 $24M
2023 1 122 $26M
2024 1 126 $28M

Nearby Other Plans in Pennsylvania

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

The Ellis School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Ellis School Defined Contribution Retirement Plan, Total assets ($B): 0.028228767 · Participants: 126The Ellis School Defined Contribution Retirement 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 Ellis School Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The Ellis School Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is Cornish College of the Arts 403(b) Plan in WA ($28M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Ellis School Defined Contribution Retirement Plan assets move in 2024? ▼
The Ellis School Defined Contribution Retirement Plan grew at a solid clip - up 9.4% during 2024, from $26M to $28M. Reported net income was $2M.
How have The Ellis School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ellis School's sponsor-wide assets grew 17.8%, from $24M to $28M.
Where does The Ellis School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Ellis School Defined Contribution Retirement Plan ranks in the 76th 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 Ellis School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cornish College of the Arts 403(b) Plan in WA ($28M, 247 participants).
Which Other plans cover a similar participant headcount to The Ellis School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Agency for Community Transit 403b Retirement Plan in IL (126 participants, $18M 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 250965329.

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.