Other · DOL Form 5500 · 2024
The Potomac School Retirement Plan
Data updated 2026-08-11
- $132M
- Total assets
- 248
- Participants
- 92nd
- Percentile by assets
- $530,428
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $132M
- total plan assets (2024 EOY)
- 248
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $530,428
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. The Potomac School Tax-Deferred Savings and Retirement Plan reports 248 participants - about 32% of that state average ($132M EOY assets).
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)
| 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 Potomac School Tax-Deferred Savings and Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Potomac School Tax-Deferred Savings and Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Potomac School Tax-Deferred Savings and Retirement Plan assets move in 2024? ▼
How have The Potomac School plan assets changed over time? ▼
Where does The Potomac School Tax-Deferred Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Potomac School Tax-Deferred Savings and Retirement Plan? ▼
Next read for The Potomac School Tax-Deferred Savings …
Filing takeaways
Ways to act on The Potomac School Tax-Deferred Savings and Retirement Plan's numbers.
- By total assets, The Potomac School Tax-Deferred Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- The Potomac School's sponsor-wide assets have grown 28.8% since 2022 across 3 plan years on file. More Educational Services plans