Other · DOL Form 5500 · 2024
The Grammar School, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $316,721
- Avg per participant High balance/head
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.
- #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.
- #862
- in Educational Services (3,638 peers)
- -0.2%
- assets change YoY
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.
The Grammar School, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers
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
The Grammar School, Inc. 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Grammar School, Inc. 403(b) Plan is a small filing (12 participants) on this national headcount ladder.
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.
Plan-year Form 5500 strip
Filing strip 030211036 · The Grammar School, Inc. PY 2024 · Other
The Grammar School, Inc. 403(b) Plan · $4M · 12 · 37th
- RANK $4M
- PHOTO 12
- IND 37th
- EOY Other
- 5500 near Southern Mississippi Planning and Development District 403(b) Plan
- ASSETS ind #862
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 Vermont →
The Grammar School, Inc. 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Grammar School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 0.20548880393227745% vs 2023
- 2024 filing year
| 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
The Grammar School, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Southern Mississippi Planning and Development District 403(b) Plan in MS ($4M); by covered participants it is Center for Aquatic Sciences 401(k) Plan in NJ (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.