Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Sewickley Academy DC Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sewickley Academy · Pennsylvania · Educational Services

What the 2023 filing shows

Sewickley Academy DC Plan holds $42M for 155 participants — about $270,027 per participant, down 1.9% over the 2024 plan year.

$42M
total plan assets (2024 EOY)
155
covered participants
$270,027
avg assets per participant
-1.9%
assets change YoY

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.

Total Assets (2023)
$42M
Participants
155
State
Industry
Educational Services

What the Filing Says About Sewickley Academy DC Plan

Sewickley Academy DC Plan is a Profit Sharing retirement plan sponsored by Sewickley Academy, headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 155 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 250965558, and the plan has been effective since 1948-02-13. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2024 to $42M at year-end — a decline of 1.9%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-819,273 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-819,273
Plan TypeProfit Sharing
Employer EIN250965558
Plan Effective Date1948-02-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Sewickley Academy)

Year Plans Participants Total Assets
2022 2 250 $40M
2023 2 252 $43M
2024 1 155 $42M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sewickley Academy DC Plan?
As of the 2024 Form 5500 filing, Sewickley Academy DC Plan holds $42M in total assets with 155 participants. It is sponsored by Sewickley Academy.
What type of plan is Sewickley Academy DC Plan?
Sewickley Academy DC Plan is a Profit Sharing plan. It has been effective since 1948-02-13. The plan is filed with the U.S. Department of Labor under EIN 250965558.
Who sponsors the Sewickley Academy DC Plan?
Sewickley Academy DC Plan is sponsored by Sewickley Academy, located in Pennsylvania. The sponsor's EIN is 250965558 and the plan operates in the Educational Services industry.
How did Sewickley Academy DC Plan perform in 2024?
Sewickley Academy DC Plan declined by 1.9% during 2024, moving from $43M to $42M in total assets. Net income was $-819,273.
Where can I find official filings for Sewickley Academy DC Plan?
Official Form 5500 filings for Sewickley Academy DC Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 250965558 or plan name at efast.dol.gov.
How does Sewickley Academy DC Plan compare to other plans?
You can compare Sewickley Academy DC Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 250965558.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.