How big is Doane Academy's plan?

Doane Academy's plan reported $5.1M in assets and 73 participants for 2022.

Original filing (PDF)20250519103224NAL0002481026001

Doane Academy

Name: Doane Academy — Doane Academy 403(b) DC Plan, Form 5500 (2022)
Creator: Doane Academy
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Doane Academy 403(b) DC Plan

403(b) retirement plan · Doane Academy's Doane Academy 403(b) DC Plan held $5.1M in plan assets for 73 participants in 2022, with TIAA as recordkeeper.

Signals · 3

Late filing · 12.1 moLate participant contributionsPossibly inadequate fidelity bond

Active participants

Accounts w/ balance

128

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Jonelle Diaz signed Doane Academy's 2022 Form 5500 as plan administrator.

Jonelle Diaz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Doane Academy's EIN is 21-0634575.

EIN 21-0634575

Plan number 001

Plan year 2022

ACK ID 20250519103224NAL0002481026001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Doane Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Doane Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 12.1 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 121K (28% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

DOANE ACADEMY

EIN

all filings

Address

350 RIVERBANK · BURLINGTON, NJ · 08016

Phone

(609) 386-3500

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2025-05-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WITHUMSMITH+BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA - TEACHERS INSURANCE AND ANNUI	13-1624203	NEW YORK, NY	RECORDKEEPER	$3K	—

Investments

1 pooled fund· $265K(5% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.