Other · DOL Form 5500 · 2024
The Potomac School Retirement Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 248
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $530,428
- Avg per participant High balance/head
Official DOL plan name: The Potomac School Tax-Deferred Savings and Retirement Plan · Sponsored by The Potomac School · Virginia · Educational Services
$132M in assets, 248 participants
The Potomac School's The Potomac School Tax-Deferred Savings and Retirement Plan reported $132M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,146 in Educational Services (3,638 peers)
Coverage in Virginia
The Potomac School Tax-Deferred Savings and Retirement Plan covers 248 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $132M.
- #3,146
- in Educational Services (3,638 peers)
- +9.3%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
The Potomac School Tax-Deferred Savings and Retirement Plan's outsized position by total assets
The Potomac School Tax-Deferred Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$131,546,248 Top 8% higher than 92% 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
The Potomac School Tax-Deferred Savings and Retirement 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. The Potomac School Tax-Deferred Savings and Retirement Plan sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Potomac School Tax-Deferred Savings and Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Potomac School Tax-Deferred Savings and Retirement Plan end-of-year assets rose from $120M in the plan year 2023 filing to $132M in the plan year 2024 filing.
- The Potomac School Tax-Deferred Savings and Retirement Plan reported participants rose from 245 in the plan year 2023 filing to 248 in the plan year 2024 filing.
DOL schedule card
Filing strip 540562160 · The Potomac School PY 2024 · Other
The Potomac School Tax-Deferred Savings and Retirement Plan · $132M · 248 · 92nd
- VS-ST $132M
- VS-ST 248
- VS-ST 92nd
- VS-ST Other
- VS-ST near Carthage College Defined Contribution Plan
- VS-ST ind #3146
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 Virginia →
The Potomac School Tax-Deferred Savings and Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | $11M |
| Employer EIN | 540562160 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Potomac School)
Sponsor-wide plan assets over time
All The Potomac School plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 28.75942030982857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $102M |
| 2023 | 1 | 245 | $120M |
| 2024 | 1 | 248 | $132M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
The Potomac School Tax-Deferred Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Carthage College Defined Contribution Plan in WI ($131M); by covered participants it is Menlo School Defined Contribution Retirement Plan in CA (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- Carthage College Defined Contribution Plan (WI) $131M · 492
- Robert Wood Johnson Foundation Matched Savings Plan (NJ) $132M · 330
- St. John's School Retirement Plan (TX) $131M · 375
- Pli Retirement Savings Plan (NY) $133M · 309
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- Menlo School Defined Contribution Retirement Plan (CA) 248 · 0 off
- Iavi 403(b) Retirement Plan (NY) 248 · 0 off
- Olivet College DC Retirement Plan (MI) 248 · 0 off
- Rye Country Day School 403(b) Plan (NY) 248 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.