Other · DOL Form 5500 · 2024

The Governing Committee of the Palmetto Association of Independent Sch Retirement Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
743
Participants Near avg headcount
90th
Percentile by assets National rank
$130,985
Avg per participant Near avg balance/head
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Official DOL plan name: Palmetto Association of Independent Schools Multiple Employer Plan · Sponsored by The Governing Committee of the Palmetto Association of Independent Sch · South Carolina · Educational Services

$97M in assets, 743 participants

The Governing Committee of the Palmetto Association of Independent Sch's Palmetto Association of Independent Schools Multiple Employer Plan reported $97M in total assets and 743 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,011 in Educational Services (3,638 peers)

Coverage in South Carolina

Palmetto Association of Independent Schools Multiple Employer Plan covers 743 participants in South Carolina, 2.0x the typical South Carolina plan (state average ~369 per filing). Assets: $97M.

#3,011
in Educational Services (3,638 peers)
+14.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Palmetto Association of Independent Schools Multiple Employer Plan's outsized position by total assets

Palmetto Association of Independent Schools Multiple Employer Plan vs every filed plan by assets

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

$97,321,940 Top 10% higher than 90% 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

Palmetto Association of Independent Schools Multiple Employer 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. Palmetto Association of Independent Schools Multiple Employer Plan sits mid-pack in the medium band (743 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palmetto Association of Independent Schools Multiple Employer Plan reported net income rose from $3M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Palmetto Association of Independent Schools Multiple Employer Plan end-of-year assets rose from $85M in the plan year 2023 filing to $97M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 933810313 · The Governing Committee of the Palmetto Association of Independent Sch PY 2024 · Other

Palmetto Association of Independent Schools Multiple Employer Plan · $97M · 743 · 90th

  • SCH $97M
  • EBSA 743
  • PART 90th
  • TYPE Other
  • NET near Gemba Group Annuity Plan
  • BOOK ind #3011

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 South Carolina →

Palmetto Association of Independent Schools Multiple Employer Plan in the asset neighbourhood

The Huntington Library, Art Museum, and Botanical Gardens 403(b) Savings & Retirement PlanThe Huntington Library, Art …$98MLycoming College Retirement PlanLycoming College Retirement …$98MGemba Group Annuity Plan$97MPalmetto Association of Independent Schools Multiple Employer PlanPalmetto Association of Inde…$97MCalifornia Institute of the Arts Retirement PlanCalifornia Institute of the …$97M
End-of-year total assets ($M) among Palmetto Association of Independent Schools Multiple Employer Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$97M
Net Income$9M
Employer EIN933810313
Plan Effective Date2023-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Governing Committee of the Palmetto Association of Independent Sch)

Sponsor-wide plan assets over time

All The Governing Committee of the Palmetto Association of Independent Sch plans reported in each filing year

Latest sponsor-wide plan assets
$97M 14.045623269465112% vs 2023
2024 filing year
$80M$85M$90M$95M$100M 20232024 $85.3M $97.3M ▲ +14.0%
Year Plans Participants Total Assets
2023 1 739 $85M
2024 1 743 $97M

Nearby Other Plans in South Carolina

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

Palmetto Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02004006008001000 Total assets ($M) Participants Palmetto Association of Independent Schools Multiple Employer Plan, Total assets ($M): 97.32194 · Participants: 743Palmetto Association of Independent Schools Multiple Employer PlanPrisma Health 401(a) Plan, Total assets ($M): 938.584818 · Participants: 29196Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 664.461024 · Participants: 6443Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 346.776758 · Participants: 1412Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 236.968332 · Participants: 3605Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 203.055499 · Participants: 2284Tidelands Health 403(b) Retirement Savings Plan
Palmetto Association of Independent Schools Multiple Employer Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Palmetto Association of Independent Schools Multiple Employer Plan side-by-side with 3 peers →

Palmetto Association of Independent Schools Multiple Employer Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Gemba Group Annuity Plan in MD ($97M); by covered participants it is Berea College Retirement Plan in KY (743 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (743 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 Palmetto Association of Independent Schools Multiple Employer Plan assets move in 2024? ▼
Palmetto Association of Independent Schools Multiple Employer Plan grew at a solid clip - up 14.0% during 2024, from $85M to $97M. Reported net income was $9M.
How have The Governing Committee of the Palmetto Association of Independent Sch plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Governing Committee of the Palmetto Association of Independent Sch's sponsor-wide assets grew 14.0%, from $85M to $97M.
Where does Palmetto Association of Independent Schools Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Palmetto Association of Independent Schools Multiple Employer Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Palmetto Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by assets is Gemba Group Annuity Plan in MD ($97M, 780 participants).
Which Other plans cover a similar participant headcount to Palmetto Association of Independent Schools Multiple Employer Plan? ▼
Among Other plans in other states, the closest by covered participants is Berea College Retirement Plan in KY (743 participants, $168M 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 933810313.

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.