Plan5500

Sidwell Friends School — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sidwell Friends School (EIN 53-0196519) is a plan sponsor located in Washington, DC with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
53-0196519
Location
Washington, DC
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sidwell Friends School

  • 4 loaded plans hold $116.9M in reported assets.
  • The largest, Sidwell Friends School Defined Contribution Retirement Plan, holds 66% of this company's reported plan assets.
  • Plans cover 1,632 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$116.9MSummed across loaded plans$116,930,150
Total reported assets$116.9M$116,930,150
Total reported participants1.6K1,632
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$116.9M total assets
Net assets$116.9MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$1.8M
Total income / additions$19.6M
Expenses & distributions
Benefits paid / distributions$6M
Total expenses$6.1M
Net increase / (decrease)$13.6M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets66%Sidwell Friends School Defined Contribution Retirement Plan
Participants per plan408Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sidwell Friends School Defined Contribution Retirement Plan$77.3M
    Plan #001 · 730 participants · 2023
  2. 2
    Sidwell Friends School Tax Deferred Annuity Plan$39.7M
    Plan #006 · 388 participants · 2023
  3. 3
    Group Life And Accidental Death And Dismemberment Insurance For Employees Of Sidwell Friends Schoolnot reported in the loaded dataset
    Plan #503 · 257 participants · 2023
  4. 4
    Group Long Term Disability Insurance For Employees Of Sidwell Friends Schoolnot reported in the loaded dataset
    Plan #504 · 257 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sidwell Friends School. Open one for its full reported snapshot.

  1. 2023
    Sidwell Friends School Tax Deferred Annuity Plan388 participants · 2Sch HSch C
    View filing →
  2. 2023
    Sidwell Friends School Defined Contribution Retirement Plan730 participants · 2Sch HSch C
    View filing →
  3. 2023
    Group Life And Accidental Death And Dismemberment Insurance For Employees Of Sidwell Friends School257 participants · 2No schedules
    View filing →
  4. 2023
    Group Long Term Disability Insurance For Employees Of Sidwell Friends School257 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sidwell Friends School report on Form 5500?
Sidwell Friends School (EIN 53-0196519) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sidwell Friends School?
The Employer Identification Number (EIN) reported for Sidwell Friends School is 53-0196519.
What is the latest Form 5500 filing year for Sidwell Friends School?
The latest loaded Form 5500 filing year for Sidwell Friends School is 2023.

Related Form 5500 pages