Plan Ledger DOL Form 5500 · updated monthly

Solebury School403(b)

SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN · NEW HOPE, PA · plan year 2025

Employer contribution per participant · 2025
$4,249

Solebury School's 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $25,234,004 across 168 participant accounts, with employer contributions averaging $4,249 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 1,332nd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,418th of 3,091 in educational services. In 2025, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,234,004
Participants with balances168
Active participants109
Employer contributions$463,136
Employee contributions$538,637
Employer contribution per active participant$4,249
Average account balance$150,202
Benefits paid to participants$1,978,443
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$25.2M · 168 accts · $463K emplr
2024$22.4M · 270 accts · $451K emplr
2023$20.0M · 265 accts · $431K emplr
2022$16.8M · 254 accts · $390K emplr
Employer contributions to the Solebury School plan · 2025
Employer contribution per active participant$4,249
Median for plans this size$2,666
2025$4,249 per active participant
2024$4,031 per active participant
2023$3,747 per active participant
2022$3,784 per active participant

Solebury School's 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022Not separately reported
Same employer
Similar plansEducational Services · Pennsylvania
Malvern Preparatory School PA$28.8M · 0.16%
The Ellis School PA$28.2M · 0.06%
Cora Services, Inc. PA$27.1M · 0.24%
Accesslex Institute PA$25.0M · 0.05%
Eeg, Inc. PA$24.4M · 0.71%
Propel Schools PA$22.9M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231365969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.