Other · DOL Form 5500 · 2024
The Grammar School, Inc. Retirement Plan
Data updated 2026-08-11
- $4M
- Total assets
- 12
- Participants
- 37th
- Percentile by assets
- $316,721
- Avg per participant
Official DOL plan name: The Grammar School, Inc. 403(b) Plan · Sponsored by The Grammar School, Inc. · Vermont · Educational Services
$4M in assets, 12 participants
The Grammar School, Inc.'s The Grammar School, Inc. 403(b) Plan reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- 37th percentile by assets (of 123,622 plans)
- #862 in Educational Services (3,638 peers)
What the 2024 filing shows
The Grammar School, Inc. 403(b) Plan holds $4M for 12 participants - about $316,721 per participant, in the lower half of filed plans by assets.
- $4M
- total plan assets (2024 EOY)
- 12
- covered participants
- 37th
- percentile by assets (of 123,622 plans)
- $316,721
- avg assets per participant
The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Grammar School, Inc. 403(b) Plan sits by total assets
The Grammar School, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,800,654 37th percentile higher than 37% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Grammar School, Inc. 403(b) Plan reported net income fell from $830K in the plan year 2023 filing to -$8K in the plan year 2024 filing.
- The Grammar School, Inc. 403(b) Plan reported participants fell from 27 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Other filing for The Grammar School, Inc. 403(b) Plan
Other filing for plan year 2024: EIN 030211036 ; effective since 2002-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$8K |
| Employer EIN | 030211036 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Grammar School, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 27 | $4M |
| 2024 | 1 | 12 | $4M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Grammar School, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did The Grammar School, Inc. 403(b) Plan assets move in 2024? ▼
How have The Grammar School, Inc. plan assets changed over time? ▼
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Next read for The Grammar School, Inc. 403(b) Plan
Filing takeaways
Ways to act on The Grammar School, Inc. 403(b) Plan's numbers.
- By total assets, The Grammar School, Inc. 403(b) Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
- The Grammar School, Inc.'s sponsor-wide assets have declined 0.2% since 2023 across 2 plan years on file. More Educational Services plans