Other · DOL Form 5500 · 2024
Sewickley Academy Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 155
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $270,027
- Avg per participant High balance/head
Official DOL plan name: Sewickley Academy DC Plan · Sponsored by Sewickley Academy · Pennsylvania · Educational Services
$42M in assets, 155 participants
Sewickley Academy's Sewickley Academy DC Plan reported $42M in total assets and 155 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.
- #2,488 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Sewickley Academy DC Plan covers 155 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- #2,488
- in Educational Services (3,638 peers)
- -1.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $819K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sewickley Academy DC Plan's outsized position by total assets
Sewickley Academy DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,854,233 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
Sewickley Academy DC 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. Sewickley Academy DC Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sewickley Academy DC Plan reported net income fell from $2M in the plan year 2023 filing to -$819K in the plan year 2024 filing.
- Sewickley Academy DC Plan end-of-year assets rose from $30M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Sewickley Academy DC Plan reported participants fell from 168 in the plan year 2023 filing to 155 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 250965558 · Sewickley Academy PY 2024 · Other
Sewickley Academy DC Plan · $42M · 155 · 82nd
- EBSA $42M
- EBSA 155
- EBSA 82nd
- EBSA Other
- EBSA near Warren Wilson College 403(b) DC Plan
- EBSA ind #2488
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 →
Sewickley Academy DC Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$819K |
| Employer EIN | 250965558 |
| Plan Effective Date | 1948-02-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sewickley Academy)
Sponsor-wide plan assets over time
All Sewickley Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 5.564353516894667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 250 | $40M |
| 2023 | 2 | 252 | $43M |
| 2024 | 1 | 155 | $42M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Sewickley Academy DC Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Warren Wilson College 403(b) DC Plan in NC ($42M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Warren Wilson College 403(b) DC Plan (NC) $42M · 233
- Vista Community Clinic Tax Deferred Annuity Plan (CA) $42M · 927
- Lawndale Christian Health Center 403(b) Plan (IL) $42M · 719
- Shore Medical Center 403(b) Plan (NJ) $42M · 285
Similar participant headcount
Nearest other-state filings by covered participants (155 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.