Other · DOL Form 5500 · 2024

Epiphany School Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
61
Participants Small participant base
66th
Percentile by assets National rank
$261,121
Avg per participant Above avg balance/head
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Official DOL plan name: Epiphany School 403(b) DC Plan · Sponsored by Epiphany School · Washington · Educational Services

$16M in assets, 61 participants

Epiphany School's Epiphany School 403(b) DC Plan reported $16M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,758 in Educational Services (3,638 peers)

Epiphany School multi-year trail

Epiphany School's plans moved +21.6% in assets from 2022 to 2024; this filing shows Epiphany School 403(b) DC Plan at $16M / 61 participants.

#1,758
in Educational Services (3,638 peers)
+3.4%
assets growth YoY

Epiphany School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Epiphany School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,928,388 Top 34% higher than 66% 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

Epiphany School 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Epiphany School 403(b) DC Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Epiphany School 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $531K in the plan year 2024 filing.
  • Epiphany School 403(b) DC Plan reported participants fell from 67 in the plan year 2023 filing to 61 in the plan year 2024 filing.
  • Epiphany School 403(b) DC Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237014921 · Epiphany School PY 2024 · Other

Epiphany School 403(b) DC Plan · $16M · 61 · 66th

  • ASSETS $16M
  • ASSETS 61
  • ASSETS 66th
  • ASSETS Other
  • ASSETS near Mcpherson Hospital Inc. Tax Deferred Annuity Plan
  • ASSETS ind #1758

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 Washington →

Epiphany School 403(b) DC Plan in the asset neighbourhood

Harlem Village Academy Charter School 403(b) PlanHarlem Village Academy Chart…$16MEpiphany School 403(b) DC PlanEpiphany School 403(b) DC Pl…$16MMcpherson Hospital Inc. Tax Deferred Annuity PlanMcpherson Hospital Inc. Tax …$16MEaster Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement PlanEaster Seals Ucp North Carol…$16MVirginia Tech Services, Inc. Defined Contribution Retirement PlanVirginia Tech Services, Inc.…$16M
End-of-year total assets ($M) among Epiphany School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Epiphany School multi-year asset trail

Sponsor-wide plan assets over time

All Epiphany School plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.606501239129987% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $15.9M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 52 $13M
2023 1 67 $15M
2024 1 61 $16M

Epiphany School filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$531K
Employer EIN237014921
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Epiphany School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Epiphany School 403(b) DC Plan, Total assets ($B): 0.015928388 · Participants: 61Epiphany School 403(b) DC PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 403(b) Retirement Plan
Epiphany School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants

Epiphany School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Mcpherson Hospital Inc. Tax Deferred Annuity Plan in KS ($16M); by covered participants it is Central Christian College 403(b) DC Plan in KS (61 participants). Same-state nearby plans are listed separately above.

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 Epiphany School 403(b) DC Plan assets move in 2024?
Epiphany School 403(b) DC Plan edged up modestly - up 3.4% during 2024, from $15M to $16M. Reported net income was $531K.
How have Epiphany School plan assets changed over time?
Across 3 plan years on file (2022-2024), Epiphany School's sponsor-wide assets grew 21.6%, from $13M to $16M.
Which Other plans are similar in size to Epiphany School 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Mcpherson Hospital Inc. Tax Deferred Annuity Plan in KS ($16M, 412 participants).
Which Other plans cover a similar participant headcount to Epiphany School 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Central Christian College 403(b) DC Plan in KS (61 participants, $5M in assets).