Plan Ledger DOL Form 5500 · updated monthly

The Barrie School, a Non-Profit Corporation403(b)

THE BARRIE SCHOOL RETIREMENT PLAN · SILVER SPRING, MD · plan year 2024

Employer contribution per participant · 2024
$2,215

The Barrie School, a Non-Profit Corporation's 2024 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 $6,872,238 across 351 participant accounts, with employer contributions averaging $2,215 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Maryland (1,165th of 1,671), and 2,343rd of 3,091 in educational services. active participation has grown from 105 to 120 since 2022.

Plan summary
Net assets, end of year$6,872,238
Participants with balances351
Active participants120
Employer contributions$265,840
Employee contributions—
Employer contribution per active participant$2,215
Average account balance$19,579
Benefits paid to participants$147,808
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON, DAVIS & ASSOCIATES, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 351 accts · $266K emplr
2023$6.1M · 347 accts · $251K emplr
2022$5.5M · 351 accts · $217K emplr
Employer contributions to the The Barrie School, a Non-Profit Corporation plan · 2024
Employer contribution per active participant$2,215
Median for plans this size$1,313
2024$2,215 per active participant
2023$2,107 per active participant
2022$2,066 per active participant

The Barrie School, a Non-Profit Corporation's 2024 employer contribution ran above the $1,313 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 history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansEducational Services · Maryland

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Source: U.S. Department of Labor, Form 5500 series, EIN 521336863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.