How big is Phillips Exeter Academy's plan?

Phillips Exeter Academy's plan reported $1.3M in assets for 2024.

Original filing (PDF)20251007100850NAL0004599329001

Phillips Exeter Academy

Name: Phillips Exeter Academy — Phillips Exeter Academy, Form 5500 (2024)
Creator: Phillips Exeter Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Exeter Academy Retirement Plan

Defined-benefit pension plan · Phillips Exeter Academy's Phillips Exeter Academy Retirement Plan reported $1.3M in plan assets in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Phillips Exeter Academy's EIN is 02-0222174.

EIN 02-0222174

Plan number 002

Plan year 2024

ACK ID 20251007100850NAL0004599329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Exeter Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Exeter Academy's plan includes a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS EXETER ACADEMY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off