Other · DOL Form 5500 · 2024
Sewickley Academy Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 155
- Participants
- 82nd
- Percentile by assets
- $270,027
- Avg per participant
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.
- 82nd percentile by assets (of 123,622 plans)
- #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.
- $42M
- total plan assets (2024 EOY)
- 155
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $270,027
- avg assets per participant
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.
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Sewickley Academy DC Plan reports 155 participants - about 19% of that state average ($42M EOY assets).
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)
| 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.
Sewickley Academy DC Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sewickley Academy DC Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sewickley Academy DC Plan assets move in 2024? ▼
How have Sewickley Academy plan assets changed over time? ▼
Where does Sewickley Academy DC Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sewickley Academy DC Plan? ▼
Next read for Sewickley Academy DC Plan
Filing takeaways
Ways to act on Sewickley Academy DC Plan's numbers.
- By total assets, Sewickley Academy DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Sewickley Academy's sponsor-wide assets have grown 5.6% since 2022 across 3 plan years on file. More Educational Services plans