Other · DOL Form 5500 · 2024
Discovery School Inc Retirement Plan
Data updated 2026-08-25
- $141K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $70,345
- Avg per participant Below avg balance/head
Official DOL plan name: Discovery School 403(b) Tda Plan · Sponsored by Discovery School Inc · Ohio · Educational Services
$141K in assets, 2 participants
Discovery School Inc's Discovery School 403(b) Tda Plan reported $141K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #223 in Educational Services (3,638 peers)
Discovery School Inc multi-year trail
Discovery School Inc's plans moved +12.9% in assets from 2022 to 2024; this filing shows Discovery School 403(b) Tda Plan at $141K / 2 participants.
- #223
- in Educational Services (3,638 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Discovery School 403(b) Tda Plan among the smaller filed plans by assets
Discovery School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$140,690 8th percentile higher than 8% 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
Discovery School 403(b) Tda Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Discovery School 403(b) Tda Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Discovery School 403(b) Tda Plan reported net income fell from $43K in the plan year 2023 filing to -$25K in the plan year 2024 filing.
- Discovery School 403(b) Tda Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Discovery School 403(b) Tda Plan end-of-year assets fell from $166K in the plan year 2023 filing to $141K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 341168732 · Discovery School Inc PY 2024 · Other
Discovery School 403(b) Tda Plan · $141K · 2 · 8th
- PHOTO $141K
- PHOTO 2
- PHOTO 8th
- PHOTO Other
- PHOTO near Episcopal Day School, Inc. 335001
- PHOTO ind #223
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 Ohio →
Discovery School 403(b) Tda Plan in the asset neighbourhood
Discovery School Inc multi-year asset trail
Sponsor-wide plan assets over time
All Discovery School Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $904K 12.944734389794812% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 17 | $801K |
| 2023 | 2 | 12 | $881K |
| 2024 | 2 | 17 | $904K |
Discovery School Inc filing trail (2024)
| Total Assets (Beginning of Year) | $166K |
|---|---|
| Net Assets (End of Year) | $141K |
| Net Income | -$25K |
| Employer EIN | 341168732 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Discovery School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Episcopal Day School, Inc. 335001 in NC ($137K); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141K here).
- Episcopal Day School, Inc. 335001 (NC) $137K · 4
- Ywca of Minneapolis 403(b) Plan (MN) $135K · 149
- Neal E. Donahue Cpa Inc Retirement Plan (VA) $134K · 1
- Lawrence Kleger Tennis Inc. Pension Plan (NY) $156K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.