Other · DOL Form 5500 · 2023

Grier School Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
147
Participants Small participant base
56th
Percentile by assets National rank
$61,681
Avg per participant Low balance/head
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Official DOL plan name: Grier School Tda Retirement Plan and DC Retirement Plan · Sponsored by Grier School · Pennsylvania · Educational Services

$9M in assets, 147 participants

Grier School's Grier School Tda Retirement Plan and DC Retirement Plan reported $9M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,479 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Grier School Tda Retirement Plan and DC Retirement Plan covers 147 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#1,479
in Educational Services (3,735 peers)
+8.3%
assets growth YoY

Grier School Tda Retirement Plan and DC Retirement Plan's mid-pack asset rank among Educational Services and all filers

Grier School Tda Retirement Plan and DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,067,156 Top 44% higher than 56% of 127,068 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 2023

Grier School Tda Retirement Plan and DC Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grier School Tda Retirement Plan and DC Retirement Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grier School Tda Retirement Plan and DC Retirement Plan reported net income rose from -$675K in the plan year 2022 filing to $703K in the plan year 2023 filing.
  • Grier School Tda Retirement Plan and DC Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Grier School Tda Retirement Plan and DC Retirement Plan reported participants rose from 139 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231517016 · Grier School PY 2023 · Other

Grier School Tda Retirement Plan and DC Retirement Plan · $9M · 147 · 56th

  • NET $9M
  • BOOK 147
  • VS-ST 56th
  • BOY Other
  • SCH near 403(b) Thrift Plan of Queens Community House, Inc.
  • EBSA ind #1479

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 Pennsylvania →

Grier School Tda Retirement Plan and DC Retirement Plan in the asset neighbourhood

Grier School Tda Retirement Plan and DC Retirement PlanGrier School Tda Retirement …$9M403(b) Thrift Plan of Queens Community House, Inc.403(b) Thrift Plan of Queens…$9MNevada Donor Network 403(b) PlanNevada Donor Network 403(b) …$9MGreen Chimneys Children's Service Tax Sheltered Annuity PlanGreen Chimneys Children's Se…$9MSafe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.Safe-Harbor 403(b) Thrift Pl…$9M
End-of-year total assets ($M) among Grier School Tda Retirement Plan and DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$703K
Employer EIN231517016
Plan Effective Date1981-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grier School)

Sponsor-wide plan assets over time

All Grier School plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.09541214047735% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $13.1M ▲ +16.1%
Year Plans Participants Total Assets
2022 2 139 $11M
2023 2 147 $12M
2024 2 165 $13M

Nearby Other Plans in Pennsylvania

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

Grier School Tda Retirement Plan and DC Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Grier School Tda Retirement Plan and DC Retirement Plan, Total assets ($B): 0.009067156 · Participants: 147Grier School Tda Retirement Plan and DC Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Grier School Tda Retirement Plan and DC Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Grier School Tda Retirement Plan and DC Retirement Plan side-by-side with 3 peers →

Grier School Tda Retirement Plan and DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Queens Community House, Inc. in NY ($9M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grier School Tda Retirement Plan and DC Retirement Plan assets move in 2023? ▼
Grier School Tda Retirement Plan and DC Retirement Plan grew at a solid clip - up 8.3% during 2023, from $8M to $9M. Reported net income was $703K.
How have Grier School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grier School's sponsor-wide assets grew 16.1%, from $11M to $13M.
Which Other plans are similar in size to Grier School Tda Retirement Plan and DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Queens Community House, Inc. in NY ($9M, 106 participants).
Which Other plans cover a similar participant headcount to Grier School Tda Retirement Plan and DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231517016.

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.