Other · DOL Form 5500 · 2024

Grier School Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
165
Participants Small participant base
56th
Percentile by assets National rank
$59,995
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Grier School Tda Retirement Plan and DC Retirement Plan · Sponsored by Grier School · Pennsylvania · Educational Services

$10M in assets, 165 participants

Grier School's Grier School Tda Retirement Plan and DC Retirement Plan reported $10M in total assets and 165 participants in its 2024 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.

  • #1,389 in Educational Services (3,638 peers)

Coverage in Pennsylvania

Grier School Tda Retirement Plan and DC Retirement Plan covers 165 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#1,389
in Educational Services (3,638 peers)
+9.2%
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 2024 · DOL Form 5500

$9,899,235 Top 44% higher than 56% of 123,620 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 2024

Grier School Tda Retirement Plan and DC 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. Grier School Tda Retirement Plan and DC Retirement Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grier School Tda Retirement Plan and DC Retirement Plan reported net income rose from $703K in the plan year 2023 filing to $832K in the plan year 2024 filing.
  • Grier School Tda Retirement Plan and DC Retirement Plan reported participants rose from 147 in the plan year 2023 filing to 165 in the plan year 2024 filing.
  • Grier School Tda Retirement Plan and DC Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231517016 · Grier School PY 2024 · Other

Grier School Tda Retirement Plan and DC Retirement Plan · $10M · 165 · 56th

  • EIN $10M
  • EIN 165
  • EIN 56th
  • EIN Other
  • EIN near 401(k) Profit-Sharing Plan for Employees of Lighthouse Behavioral Wellness Centers, Inc.
  • EIN ind #1389

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

Lakeview Academy Tax-Deferred Annuity PlanLakeview Academy Tax-Deferre…$10MGrier School Tda Retirement Plan and DC Retirement PlanGrier School Tda Retirement …$10M401(k) Profit-Sharing Plan for Employees of Lighthouse Behavioral Wellness Centers, Inc.401(k) Profit-Sharing Plan f…$10MGreen Chimneys Children's Service Tax Sheltered Annuity PlanGreen Chimneys Children's Se…$10MRiseboro 403(b) Plan$10M
End-of-year total assets ($M) among Grier School Tda Retirement Plan and DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$832K
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): 0.009899235 · Participants: 165Grier School Tda Retirement Plan and DC Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson 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 401(k) Profit-Sharing Plan for Employees of Lighthouse Behavioral Wellness Centers, Inc. in OK ($10M); by covered participants it is Jcc on the Palisades 403(b) Retirement Plan in NJ (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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.

Frequently Asked Questions

How did Grier School Tda Retirement Plan and DC Retirement Plan assets move in 2024? ▼
Grier School Tda Retirement Plan and DC Retirement Plan grew at a solid clip - up 9.2% during 2024, from $9M to $10M. Reported net income was $832K.
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 401(k) Profit-Sharing Plan for Employees of Lighthouse Behavioral Wellness Centers, Inc. in OK ($10M, 307 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 Jcc on the Palisades 403(b) Retirement Plan in NJ (165 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.