Other · DOL Form 5500 · 2022

Edmund Burke School Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
79
Participants Small participant base
78th
Percentile by assets National rank
$261,091
Avg per participant Above avg balance/head
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Official DOL plan name: Edmund Burke School Optional Retirement Plan · Sponsored by Edmund Burke School · District of Columbia · Educational Services

$21M in assets, 79 participants

Edmund Burke School's Edmund Burke School Optional Retirement Plan reported $21M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,486 in Educational Services (4,024 peers)

Where Edmund Burke School Optional Retirement Plan sits by assets

Edmund Burke School Optional Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 79 participants (~$261,091/participant), up 11.9% in 2022.

#2,486
in Educational Services (4,024 peers)
+11.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2022 · DOL Form 5500

$20,626,174 Top 22% higher than 78% of 139,123 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 2022

Edmund Burke School Optional Retirement Plan among smaller filed plans by headcount

Plan-year 2022 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 (79 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 520883668 · Edmund Burke School PY 2022 · Other

Edmund Burke School Optional Retirement Plan · $21M · 79 · 78th

  • TYPE $21M
  • TYPE 79
  • TYPE 78th
  • TYPE Other
  • TYPE near Quincy University DC Retirement Plan
  • TYPE ind #2486

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

Corporation for Supportive Housing Retirement PlanCorporation for Supportive H…$21MGoodwill of San Antonio Retirement Savings PlanGoodwill of San Antonio Reti…$21MEdmund Burke School Optional Retirement PlanEdmund Burke School Optional…$21MQuincy University DC Retirement PlanQuincy University DC Retirem…$21MUms-Wright Preparatory School 403(b) PlanUms-Wright Preparatory Schoo…$21M
End-of-year total assets ($M) among Edmund Burke School Optional Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN520883668
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edmund Burke School)

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
$18M$19M$20M$21M 20222024 $20.6M $18.4M ▼ -10.7%
Year Plans Participants Total Assets
2022 1 79 $21M
2024 1 72 $18M

Nearby Other Plans in District of Columbia

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

Edmund Burke School Optional Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Edmund Burke School Optional Retirement Plan, Total assets ($B): 0.020626174 · Participants: 79Edmund Burke School Optional Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 1.973536433 · Participants: 4918Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.141643477 · Participants: 2632American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.010943324 · Participants: 5159Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.741393379 · Participants: 13020Georgetown University Voluntary Contribution Retirement Plan
Edmund Burke School Optional Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Edmund Burke School Optional Retirement Plan side-by-side with 3 peers →

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 Quincy University DC Retirement Plan in IL ($21M); by covered participants it is Montessori School of Raleigh Retirement Plan in NC (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Edmund Burke School Optional Retirement Plan assets move in 2022? ▼
Edmund Burke School Optional Retirement Plan grew at a solid clip - up 11.9% during 2022, from $18M to $21M. Reported net income was $2M.
How have Edmund Burke School plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Edmund Burke School's sponsor-wide assets declined 10.7%, from $21M to $18M.
Where does Edmund Burke School Optional Retirement Plan rank by assets among Form 5500 filers? ▼
Edmund Burke School Optional Retirement Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Edmund Burke School Optional Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Quincy University DC Retirement Plan in IL ($21M, 167 participants).
Which Other plans cover a similar participant headcount to Edmund Burke School Optional Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Montessori School of Raleigh Retirement Plan in NC (79 participants, N/A in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.