How big is German School's plan?

German School's plan reported $26.2M in assets and 78 participants for 2024.

Original filing (PDF)20251013150529NAL0003298370001

German School

Name: German School — German School DC Retirement Plan, Form 5500 (2024)
Creator: German School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

German School DC Retirement Plan

403(b) retirement plan · German School's German School DC Retirement Plan held $26.2M in plan assets for 78 participants in 2024, with TIAA as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

Accounts w/ balance

155

Plan assets (EOY)

$26.2M

Net assets (EOY)

$26.2M

Plan identifiers

German School's EIN is 54-0740278.

EIN 54-0740278

Plan number 001

Plan year 2024

ACK ID 20251013150529NAL0003298370001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

German School'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 GERMAN SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

32 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 51K (5% of contributions).

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GERMAN SCHOOL

DBA

GERMAN SCHOOL SOCIETY WASHINGTON D.C.

EIN

all filings

Address

8617 CHATEAU DRIVE · POTOMAC, MD · 20854

Phone

(301) 767-3844

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	PLAN SPONSOR	$450	—

Investments

32 direct securities · 1 pooled fund· $26.2M(100% 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

$22.9M

28 holdings

Common Collective Trusts

$2.3M

3 holdings

Pooled Separate Account

$840K

1 holding

Other securities

$88K

1 holding

					% of plan
TIAA-CREF CREF Stock R1 -	Mutual Funds	—	—	$6.0M	22.8%
TIAA-CREF TIAA Traditional Non-Fully Benefit-Responsive -	Mutual Funds	—	—	$5.6M	21.2%
TIAA-CREF CREF Growth R1 -	Mutual Funds	—	—	$4.0M	15.2%
TIAA-CREF CREF Equity Index R1 -	Common Collective Trusts	—	—	$2.2M	8.5%
TIAA-CREF CREF Global Equities R1 -	Mutual Funds	—	—	$1.8M	6.9%
TIAA-CREF CREF Bond Market R1 -	Mutual Funds	—	—	$939K	3.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$840K	3.2%
TIAA-CREF CREF Social Choice R1 -	Mutual Funds	—	—	$830K	3.2%
TIAA-CREF CREF Money Market R1 -	Mutual Funds	—	—	$520K	2.0%
TIAA-CREF TIAA Access Lifecycle 2035 T4 -	Mutual Funds	—	—	$470K	1.8%
TIAA-CREF CREF Inflation-Linked Bond R1 -	Mutual Funds	—	—	$395K	1.5%
TIAA-CREF TIAA Access Intl Equity T4 -	Mutual Funds	—	—	$391K	1.5%
TIAA-CREF TIAA Access Lg-Cap Val T4 -	Mutual Funds	—	—	$331K	1.3%
TIAA-CREF TIAA Access Real Est Secs T4 -	Mutual Funds	—	—	$258K	1.0%
TIAA-CREF TIAA Access Quant Sm-Cap Equity T4 -	Mutual Funds	—	—	$231K	0.9%
TIAA-CREF TIAA Access Lifecycle 2030 T4 -	Mutual Funds	—	—	$199K	0.8%
TIAA-CREF TIAA Access Mid-Cap Val T4 -	Mutual Funds	—	—	$170K	0.7%
TIAA-CREF TIAA Access Lifecycle 2040 T4 -	Mutual Funds	—	—	$130K	0.5%
TIAA-CREF TIAA Access Lifecycle 2020 T4 -	Mutual Funds	—	—	$127K	0.5%
TIAA-CREF TIAA Access Lifecycle 2045 T4 -	Mutual Funds	—	—	$122K	0.5%
TIAA-CREF TIAA Access Social Ch Eq T4 -	Mutual Funds	—	—	$110K	0.4%
TIAA-CREF TIAA Access Retirement Income T4 - 20 * TIAA-CREF TIAA Access Sm-Cap Bl Idx T4 -	Common Collective Trusts	—	—	$96K	0.4%
TIAA-CREF TIAA Access Bond Plus T4 -	Mutual Funds	—	—	$95K	0.4%
maturing through August 2029. -	Other securities	—	—	$88K	0.3%
TIAA-CREF TIAA Access Lifecycle 2050 T4 -	Mutual Funds	—	—	$84K	0.3%
TIAA-CREF TIAA Access Lg-Cap Gr T4 -	Mutual Funds	—	—	$73K	0.3%
TIAA-CREF TIAA Access Lifecycle 2025 T4 -	Mutual Funds	—	—	$66K	0.3%
TIAA-CREF TIAA Access Growth & Income T4 -	Mutual Funds	—	—	$48K	0.2%
TIAA-CREF TIAA Access Lifecycle 2055 T4 -	Mutual Funds	—	—	$16K	<0.1%
TIAA-CREF TIAA Access Mid-Cap Gr T4 -	Mutual Funds	—	—	$15K	<0.1%
TIAA-CREF TIAA Access Equity Index T4 -	Common Collective Trusts	—	—	$15K	<0.1%
TIAA-CREF TIAA Access Lifecycle 2010 T4 - 1 * TIAA-CREF TIAA Access Lifecycle 2015 T4 -	Mutual Funds	—	—	$11K	<0.1%
TIAA-CREF TIAA Access Lifecycle 2060 T4 -	Mutual Funds	—	—	$1K	<0.1%