Other · DOL Form 5500 · 2024
The Tatnall School, Inc Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $365,216
- Avg per participant High balance/head
Official DOL plan name: Tatnall School 403(b) Plan · Sponsored by The Tatnall School, Inc · Delaware · Educational Services
$42M in assets, 115 participants
The Tatnall School, Inc's Tatnall School 403(b) Plan reported $42M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,493 in Educational Services (3,638 peers)
Coverage in Delaware
Tatnall School 403(b) Plan covers 115 participants in Delaware, about 21% of the average Delaware filer (state average ~536 per filing). Assets: $42M.
- #2,493
- in Educational Services (3,638 peers)
- +0.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tatnall School 403(b) Plan's outsized position by total assets
Tatnall School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,999,847 Top 18% higher than 82% 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
Tatnall 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. Tatnall School 403(b) Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tatnall School 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $91K in the plan year 2024 filing.
- Tatnall School 403(b) Plan reported participants fell from 129 in the plan year 2023 filing to 115 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 510071443 · The Tatnall School, Inc PY 2024 · Other
Tatnall School 403(b) Plan · $42M · 115 · 82nd
- BOY $42M
- BOY 115
- BOY 82nd
- BOY Other
- BOY near The Baldwin School Defined Contribution Plan
- BOY ind #2493
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 Delaware →
Tatnall School 403(b) Plan in the asset neighbourhood
Delaware filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $91K |
| Employer EIN | 510071443 |
| Plan Effective Date | 1961-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Tatnall School, Inc)
Sponsor-wide plan assets over time
All The Tatnall School, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 9.137911558939663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $38M |
| 2023 | 1 | 129 | $42M |
| 2024 | 1 | 115 | $42M |
Nearby Other Plans in Delaware
Peer Other plans, same state, same plan type, ranked by total assets.
- Christiana Care 403(b) Plan $1.9B · 14,166
- Beebe Medical Center Retirement Plus Plan $268M · 3,054
- Wilmington University 403(b) DC Plan $118M · 1,982
- The Kendal Corporation 403(b) Plan $73M · 1,872
- Tower Hill School Defined Contribution Retirement Plan $65M · 181
Tatnall School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Delaware, the nearest Other by assets is The Baldwin School Defined Contribution Plan in PA ($42M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- The Baldwin School Defined Contribution Plan (PA) $42M · 216
- American Geophysical Union Retirement Plan (DC) $42M · 173
- IBEW Local 325 Annuity Fund (NY) $42M · 385
- Lake Highland Preparatory School 403(b) Plan (FL) $42M · 378
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.