Other · DOL Form 5500 · 2023
Epiphany School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $229,814
- Avg per participant Above avg balance/head
Official DOL plan name: Epiphany School 403(b) DC Plan · Sponsored by Epiphany School · Washington · Educational Services
$15M in assets, 67 participants
Epiphany School's Epiphany School 403(b) DC Plan reported $15M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #1,875 in Educational Services (3,735 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 $15M / 67 participants.
- #1,875
- in Educational Services (3,735 peers)
- +17.6%
- assets growth YoY
Epiphany School 403(b) DC Plan's outsized position by total assets
Epiphany School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,397,519 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Epiphany School 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 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 (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Epiphany School 403(b) DC Plan reported participants rose from 52 in the plan year 2022 filing to 67 in the plan year 2023 filing.
- Epiphany School 403(b) DC Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Epiphany School 403(b) DC Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 237014921 · Epiphany School PY 2023 · Other
Epiphany School 403(b) DC Plan · $15M · 67 · 68th
- EOY $15M
- 5500 67
- ASSETS 68th
- PCT Other
- EIN near Goodwill Northern New England 403(b) Plan
- RANK ind #1875
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $13M |
| 2023 | 1 | 67 | $15M |
| 2024 | 1 | 61 | $16M |
Epiphany School filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 237014921 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
Epiphany School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Goodwill Northern New England 403(b) Plan in ME ($15M); by covered participants it is The Roxbury Latin School 403(b) Retirement Plan in MA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Goodwill Northern New England 403(b) Plan (ME) $15M · 1,118
- Legacy Treatment Services, Inc. 403b Plan (NJ) $15M · 700
- Seeds of Health, Inc. 403(b) Plan (WI) $15M · 139
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan (WI) $15M · 251
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.