Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE EPISCOPAL ACADEMY
EIN 23-1370500primary/secondary educationLatest filing 2024
Plans
2
Retirement
2
$101.1M assets
Welfare
0
Participants
1,232
1785 BISHOP WHITE DRIVE - NEWTOWN SQUARE, PA 19073484-424-1424LinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $101.1M assets / 1,232 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE EPISCOPAL ACADEMY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$58.3M
Participants596
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN
ProfitSharing
Assets$42.7M
Participants636
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE EPISCOPAL ACADEMY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $58.3M | 596 | 2024 | |
| 003 | THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | ProfitSharing | $42.7M | 636 | 2024 |
Retirement plans