EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
EDMUND BURKE SCHOOL
This Profit Sharing plan holds $21M in total assets and serves 79 participants as of 2022. It is sponsored by EDMUND BURKE SCHOOL in District of Columbia. The plan reported positive net income of $2M for the year.
What the Filing Says About EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN
EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by EDMUND BURKE SCHOOL, headquartered in District of Columbia. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 79 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 520883668, and the plan has been effective since 1991-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $18M at the beginning of 2022 to $21M at year-end — a gain of 11.9%. Net assets (after liabilities) closed the year at $21M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $18M |
| Total Assets (End of Year) | $21M |
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Plan Type | Profit Sharing |
| Employer EIN | 520883668 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EDMUND BURKE SCHOOL)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $21M |
| 2024 | 1 | 72 | $18M |
Nearby Profit Sharing Plans in District of Columbia
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN $2.2B · 4,981
- AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN $1.3B · 2,668
- HOWARD UNIVERSITY SAVINGS PLAN $1.1B · 6,611
- GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN $865M · 15,030
- AMTRAK'S RETIREMENT SAVINGS PLAN FOR AGREEMENT EMPLOYEES $861M · 17,940
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 520883668.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.