Other · DOL Form 5500 · 2024

Taipei American School Foundation Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
227
Participants Below avg headcount
87th
Percentile by assets National rank
$288,008
Avg per participant High balance/head
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Official DOL plan name: Taipei American School Defined Contribution Plan · Sponsored by Taipei American School Foundation · · Educational Services

$65M in assets, 227 participants

Taipei American School Foundation's Taipei American School Defined Contribution Plan reported $65M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,784 in Educational Services (3,638 peers)

Where Taipei American School Defined Contribution Plan sits by assets

Taipei American School Defined Contribution Plan sits in the top quartile of all filed plans by assets, $65M for 227 participants (~$288,008/participant), up 8.7% in 2024.

#2,784
in Educational Services (3,638 peers)
+8.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Taipei American School Defined Contribution Plan's outsized position by total assets

Taipei American School Defined Contribution Plan vs every filed plan by assets

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

$65,377,866 Top 13% higher than 87% 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

Taipei American School Defined Contribution 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. Taipei American School Defined Contribution Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taipei American School Defined Contribution Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Taipei American School Defined Contribution Plan end-of-year assets rose from $60M in the plan year 2023 filing to $65M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 510255746 · Taipei American School Foundation PY 2024 · Other

Taipei American School Defined Contribution Plan · $65M · 227 · 87th

  • PART $65M
  • TYPE 227
  • NET 87th
  • BOOK Other
  • VS-ST near Marin Country Day School Defined Contribution 403(b) Retirement Plan
  • BOY ind #2784

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 →

Taipei American School Defined Contribution Plan in the asset neighbourhood

The Claremont Colleges, Inc. Academic Retirement PlanThe Claremont Colleges, Inc.…$65MUnited Nations Foundation, Inc. 403(b) DC PlanUnited Nations Foundation, I…$65MTaipei American School Defined Contribution PlanTaipei American School Defin…$65MMarin Country Day School Defined Contribution 403(b) Retirement PlanMarin Country Day School Def…$65MTax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)Tax-Deferred Annuity Program…$65M
End-of-year total assets ($M) among Taipei American School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$65M
Net Income$5M
Employer EIN510255746
Plan Effective Date2005-08-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Taipei American School Foundation)

Sponsor-wide plan assets over time

All Taipei American School Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$65M 25.772102975509576% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52M $65.4M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 226 $52M
2023 1 225 $60M
2024 1 227 $65M

Nearby Other Plans in

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

Taipei American School Defined Contribution Plan vs. nearby Other plans in , assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Taipei American School Defined Contribution Plan, Total assets ($B): 0.065377866 · Participants: 227Taipei American School Defined Contribution PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement Plan
Taipei American School Defined Contribution Plan vs. nearby Other plans in , assets vs. participants

Taipei American School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside this state, the nearest Other by assets is Marin Country Day School Defined Contribution 403(b) Retirement Plan in CA ($65M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants). Same-state nearby plans are listed separately above.

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 Taipei American School Defined Contribution Plan assets move in 2024?
Taipei American School Defined Contribution Plan grew at a solid clip - up 8.7% during 2024, from $60M to $65M. Reported net income was $5M.
How have Taipei American School Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Taipei American School Foundation's sponsor-wide assets grew 25.8%, from $52M to $65M.
Where does Taipei American School Defined Contribution Plan rank by assets among Form 5500 filers?
Taipei American School Defined Contribution Plan ranks in the 87th 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 Taipei American School Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Marin Country Day School Defined Contribution 403(b) Retirement Plan in CA ($65M, 204 participants).
Which Other plans cover a similar participant headcount to Taipei American School Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants, $43M in assets).