How big is Rockbridge Academy, Inc.'s plan?

Rockbridge Academy, Inc.'s plan reported $3.4M in assets and 104 participants for 2023.

Original filing (PDF)20250505160411NAL0005294147001

Rockbridge Academy, Inc.

Name: Rockbridge Academy, Inc. — Rockbridge Academy, Inc., Form 5500 (2023)
Creator: Rockbridge Academy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockbridge Academy, Inc. Retirement Savings Plan

403(b) retirement plan · Rockbridge Academy, Inc.'s Rockbridge Academy, Inc. Retirement Savings Plan held $3.4M in plan assets for 104 participants in 2023.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Rockbridge Academy, Inc.'s EIN is 52-1937967.

EIN 52-1937967

Plan number 001

Plan year 2023

ACK ID 20250505160411NAL0005294147001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rockbridge Academy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rockbridge Academy, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score