How big is Washington Episcopal School's plan?

Washington Episcopal School's plan reported $22.7M in assets and 93 participants for 2022.

Original filing (PDF)20240228022144NAL0006926739001

Washington Episcopal School

Name: Washington Episcopal School — Washington Episcopal, Form 5500 (2022)
Creator: Washington Episcopal School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Washington Episcopal School TIAA-CREF Retirement Plan

403(b) retirement plan · Washington Episcopal School's Washington Episcopal School TIAA-CREF Retirement Plan held $22.7M in plan assets for 93 participants in 2022, with TIAA as recordkeeper.

Signals · 1

27% in single holding

Active participants

Accounts w/ balance

208

Plan assets (EOY)

$22.7M

Net assets (EOY)

$22.7M

Plan identifiers

Washington Episcopal School's EIN is 52-1453297.

EIN 52-1453297

Plan number 001

Plan year 2022

ACK ID 20240228022144NAL0006926739001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

Washington Episcopal School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

53 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WASHINGTON EPISCOPAL SCHOOL

EIN

all filings

Address

5600 LITTLE FALLS PARKWAY · BETHESDA, MD · 20816

Phone

(301) 652-7878

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

2024-02-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

HOZIK & COMPANY, P.L.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA - TEACHERS INS AND ANNUITY ASS	13-1624203	NEW YORK, NY	RECORDKEEPER	$1K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
ELLIN & TUCKER	52-0959934	BALTIMORE, MD	AUDITOR	$15K	—

Investments

53 direct securities · 1 pooled fund· $21.8M(96% 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.

Mutual Funds

$18.6M

44 holdings

Common Collective Trusts

$1.9M

4 holdings

Pooled Separate Account

$734K

1 holding

Other securities

$385K

3 holdings

U.S. Treasuries

$133K

1 holding

Participant loans

$14K

1 holding

					% of plan
CREF Stock Variable annuity	Mutual Funds	—	—	$6.0M	26.3%
TIAA Traditional Non Benefit Responsive Insurance company general account contract	Mutual Funds	—	—	$3.9M	17.1%
CREF Growth Variable annuity	Mutual Funds	—	—	$2.0M	8.8%
CREF Equity Index Variable annuity	Common Collective Trusts	—	—	$1.0M	4.6%
Vanguard 500 Index Adm Mutual fund	Common Collective Trusts	—	—	$771K	3.4%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$734K	3.2%
CREF Global Equities Variable annuity	Mutual Funds	—	—	$728K	3.2%
CREF Money Market Variable annuity	Mutual Funds	—	—	$553K	2.4%
CREF Social Choice Variable annuity	Mutual Funds	—	—	$482K	2.1%
TIAA-CREF Lifecycle Index 2020 Fund Institutional Class Mutual fund ** 295 * TIAA-CREF Lifecycle Index 2025 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$451K	2.0%
TIAA Access Lifecycle 2040 T6 Variable annuity	Mutual Funds	—	—	$439K	1.9%
CREF Core Bond R1 Variable annuity	Mutual Funds	—	—	$436K	1.9%
TIAA-CREF Money Market Fund Mutual fund	Mutual Funds	—	—	$375K	1.7%
Harbor Capital Appreciation Rt Mutual fund	Other securities	—	—	$360K	1.6%
TIAA-CREF Lifecycle Index 2045 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$289K	1.3%
CREF Inflation-Linked Bond Variable annuity	Mutual Funds	—	—	$281K	1.2%
TIAA-CREF Lifecycle Index 2040 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$274K	1.2%
TIAA-CREF Lifecycle Index 2030 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$267K	1.2%
TIAA Access Large-Cap Growth T4 Variable annuity	Mutual Funds	—	—	$193K	0.9%
MFS Value Fund Class R4 Mutual fund	Mutual Funds	—	—	$181K	0.8%
Vanguard Extended Market Index Mutual fund	Mutual Funds	—	—	$170K	0.7%
TIAA Access Large-Cap Value T4 Variable annuity	Mutual Funds	—	—	$163K	0.7%
Vanguard Total International Stock Index Mutual fund	Mutual Funds	—	—	$162K	0.7%
Metropolitan West Total Retirement Bond Mutual fund	U.S. Treasuries	—	—	$133K	0.6%
TIAA-CREF Lifecycle Index 2050 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$128K	0.6%
TIAA Access International Equity T4 Variable annuity	Mutual Funds	—	—	$117K	0.5%
MFS Mid Cap Value Class R6 Mutual fund	Mutual Funds	—	—	$96K	0.4%
American Funds EuroPacific Growth R6 Mutual fund	Mutual Funds	—	—	$95K	0.4%
TIAA-CREF Lifecycle Index 2055 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$94K	0.4%
TIAA Access Mid-Cap Value T4 Variable annuity	Mutual Funds	—	—	$93K	0.4%
MFS Mid Cap Value Class R6 Mutual fund	Mutual Funds	—	—	$92K	0.4%
TIAA-CREF Lifecycle Index 2060 Fund Retirement Mutual fund	Mutual Funds	—	—	$89K	0.4%
Vanguard Total Bond Market Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$87K	0.4%
TIAA Access Quant Small-Cap Eq T4 Variable annuity	Mutual Funds	—	—	$87K	0.4%
TIAA Access Real Estate Securities T4 Variable annuity	Mutual Funds	—	—	$67K	0.3%
TIAA Access Mid-Cap Growth T4 Variable annuity	Mutual Funds	—	—	$65K	0.3%
TIAA Access Lifecycle 2045 T7 Variable annuity	Mutual Funds	—	—	$63K	0.3%
TIAA Access Lifecycle 2025 T4 Variable annuity	Mutual Funds	—	—	$52K	0.2%
TIAA Access Growth & Income T4 Variable annuity	Mutual Funds	—	—	$42K	0.2%
TIAA-CREF Lifecycle Index 2035 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$36K	0.2%
TIAA Access Small-Cap Blend Index T4 Variable annuity	Mutual Funds	—	—	$35K	0.2%
TIAA Access Lifecycle Retirement Inc T4 Variable annuity	Mutual Funds	—	—	$34K	0.2%
TIAA Access Core Bond T4 Variable annuity	Mutual Funds	—	—	$19K	<0.1%
Allspring Spec SmallCap Val R6 Mutual fund	Other securities	—	—	$19K	<0.1%
TIAA Access Social Choice Equity T4 Variable annuity	Mutual Funds	—	—	$17K	<0.1%
Participant loan 1/15/2026 $ -	Participant loans	—	—	$14K	<0.1%
TIAA Access Inflation-Linked Bond T4 Variable annuity	Mutual Funds	—	—	$7K	<0.1%
Principal Small Cap Growth R5 Mutual fund	Other securities	—	—	$6K	<0.1%
TIAA-CREF Lifecycle Index 2010 Fund Institutional Class Mutual fund ** 295 * TIAA-CREF Lifecycle Index 2015 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$6K	<0.1%
TIAA Access Core Bond Plus T4 Variable annuity	Mutual Funds	—	—	$4K	<0.1%