Other · DOL Form 5500 · 2024
Episcopal Collegiate School Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $97,014
- Avg per participant Below avg balance/head
Official DOL plan name: Episcopal Collegiate School 403(b) Plan · Sponsored by Episcopal Collegiate School · Arkansas · Educational Services
$20M in assets, 207 participants
Episcopal Collegiate School's Episcopal Collegiate School 403(b) Plan reported $20M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #1,934 in Educational Services (3,638 peers)
Coverage in Arkansas
Episcopal Collegiate School 403(b) Plan covers 207 participants in Arkansas, about 7% of the average Arkansas filer (state average ~2,784 per filing). Assets: $20M.
- #1,934
- in Educational Services (3,638 peers)
- +12.4%
- assets growth YoY
Episcopal Collegiate School 403(b) Plan's outsized position by total assets
Episcopal Collegiate School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,081,953 Top 30% higher than 70% 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
Episcopal Collegiate School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Episcopal Collegiate School 403(b) Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Episcopal Collegiate School 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Episcopal Collegiate School 403(b) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Episcopal Collegiate School 403(b) Plan reported participants rose from 192 in the plan year 2023 filing to 207 in the plan year 2024 filing.
DOL schedule card
Filing strip 621714575 · Episcopal Collegiate School PY 2024 · Other
Episcopal Collegiate School 403(b) Plan · $20M · 207 · 70th
- NET $20M
- NET 207
- NET 70th
- NET Other
- NET near Montgomery Baptist Outreach Services Corporation 403b Plan
- NET ind #1934
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 Arkansas →
Episcopal Collegiate School 403(b) Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 621714575 |
| Plan Effective Date | 1997-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Episcopal Collegiate School)
Sponsor-wide plan assets over time
All Episcopal Collegiate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 36.71219938324831% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $15M |
| 2023 | 1 | 192 | $18M |
| 2024 | 1 | 207 | $20M |
Nearby Other Plans in Arkansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Arkansas Children's Retirement Plan $446M · 5,245
- Baptist Health 403(b) Plan $444M · 11,107
- Harding University Defined Contribution Retirement Plan $202M · 673
- Hendrix College Defined Contribution Retirement Plan $96M · 487
- Winrock International Institute for Agricultural Development Defined Contribution Plan $91M · 259
Episcopal Collegiate School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arkansas, the nearest Other by assets is Montgomery Baptist Outreach Services Corporation 403b Plan in AL ($20M); by covered participants it is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Lincoln Primary Care Center, Inc. 403(b) DC Plan (WV) 207 · 0 off
- Colorado Health Benefit Exchange 403(b) Plan (CO) 207 · 0 off
- Bashor Children's Home 403(b) Plan (IN) 207 · 0 off
- Watts Healthcare Corporation Money Purchase Plan (CA) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.