Other · DOL Form 5500 · 2024
Collegiate School Retirement Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 403
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $286,672
- Avg per participant High balance/head
Official DOL plan name: Collegiate School 403(b) Retirement Plan · Sponsored by Collegiate School · Virginia · Educational Services
$116M in assets, 403 participants
Collegiate School's Collegiate School 403(b) Retirement Plan reported $116M in total assets and 403 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,094 in Educational Services (3,638 peers)
Where Collegiate School 403(b) Retirement Plan sits by assets
Collegiate School 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $116M for 403 participants (~$286,672/participant), up 9.7% in 2024.
- #3,094
- in Educational Services (3,638 peers)
- +9.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Collegiate School 403(b) Retirement Plan's outsized position by total assets
Collegiate School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$115,528,813 Top 9% higher than 91% 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
Collegiate School 403(b) 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. Collegiate School 403(b) Retirement Plan sits mid-pack in the medium band (403 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Collegiate School 403(b) Retirement Plan end-of-year assets rose from $105M in the plan year 2023 filing to $116M in the plan year 2024 filing.
- Collegiate School 403(b) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Collegiate School 403(b) Retirement Plan reported participants rose from 398 in the plan year 2023 filing to 403 in the plan year 2024 filing.
DOL schedule card
Filing strip 540528203 · Collegiate School PY 2024 · Other
Collegiate School 403(b) Retirement Plan · $116M · 403 · 91st
- SCH $116M
- SCH 403
- SCH 91st
- SCH Other
- SCH near Hays Medical Center Employee's Tax Deferred Annuity Plan
- SCH ind #3094
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 →
Collegiate School 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $10M |
| Employer EIN | 540528203 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Collegiate School)
Sponsor-wide plan assets over time
All Collegiate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 21.76109113392243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 360 | $95M |
| 2023 | 1 | 398 | $105M |
| 2024 | 1 | 403 | $116M |
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
Collegiate School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Hays Medical Center Employee's Tax Deferred Annuity Plan in KS ($115M); by covered participants it is Friendship Village of Dublin Matched Fund Retirement Plan in OH (403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
- Hays Medical Center Employee's Tax Deferred Annuity Plan (KS) $115M · 1,505
- Point Park University Defined Contribution Retirement Plan (PA) $115M · 440
- Hudson Headwaters Health Network Retirement Savings Plan (NY) $115M · 1,063
- Med Center Health 403(b) Plan (KY) $116M · 3,995
Similar participant headcount
Nearest other-state filings by covered participants (403 participants); asset peers above are excluded.
- Friendship Village of Dublin Matched Fund Retirement Plan (OH) 403 · 0 off
- Ciee Retirement Plan (ME) 403 · 0 off
- Glenwood Inc. 403(b) Plan (AL) 403 · 0 off
- The Health Federation of Philadelphia 403(b) Plan (PA) 404 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.