Other · DOL Form 5500 · 2024
Edmund Burke School Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $255,904
- Avg per participant Above avg balance/head
Official DOL plan name: Edmund Burke School Optional Retirement Plan · Sponsored by Edmund Burke School · District of Columbia · Educational Services
$18M in assets, 72 participants
Edmund Burke School's Edmund Burke School Optional Retirement Plan reported $18M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,879 in Educational Services (3,638 peers)
Edmund Burke School multi-year trail
Edmund Burke School's plans moved -10.7% in assets from 2022 to 2024; this filing shows Edmund Burke School Optional Retirement Plan at $18M / 72 participants.
- #1,879
- in Educational Services (3,638 peers)
- -24.5%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Edmund Burke School Optional Retirement Plan's outsized position by total assets
Edmund Burke School Optional Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,425,108 Top 31% higher than 69% 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
Edmund Burke School Optional Retirement 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. Edmund Burke School Optional Retirement Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Edmund Burke School Optional Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$6M in the plan year 2024 filing.
- Edmund Burke School Optional Retirement Plan end-of-year assets fell from $21M in the plan year 2022 filing to $18M in the plan year 2024 filing.
- Edmund Burke School Optional Retirement Plan reported participants fell from 79 in the plan year 2022 filing to 72 in the plan year 2024 filing.
DOL schedule card
Filing strip 520883668 · Edmund Burke School PY 2024 · Other
Edmund Burke School Optional Retirement Plan · $18M · 72 · 69th
- EIN $18M
- RANK 72
- PHOTO 69th
- IND Other
- EOY near 403(b) Thrift Plan for Legal Services
- 5500 ind #1879
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 District of Columbia →
Edmund Burke School Optional Retirement Plan in the asset neighbourhood
Edmund Burke School multi-year asset trail
Sponsor-wide plan assets over time
All Edmund Burke School plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 10.671227732297808% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $21M |
| 2024 | 1 | 72 | $18M |
Edmund Burke School filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$6M |
| Employer EIN | 520883668 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Edmund Burke School Optional Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is 403(b) Thrift Plan for Legal Services in NY ($18M); by covered participants it is Westside Community Mental Health Center, Inc. Employer Savings Plan in CA (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- 403(b) Thrift Plan for Legal Services (NY) $18M · 242
- Trinity School of Midland, Inc. 403(b) DC Plan (TX) $18M · 217
- Naropa University Defined Contribution Plan (CO) $18M · 197
- Health Management Services Pension Plan (MA) $18M · 335
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Westside Community Mental Health Center, Inc. Employer Savings Plan (CA) 72 · 0 off
- Samaritan House (CA) 72 · 0 off
- Santa Barbara Museum of Natural History 403(b) DC Plan (CA) 72 · 0 off
- Ford Foundation Retirement Plan (NY) 72 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.