District of Columbia › Educational services › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Oct 2024
Capitol Hill Day School Retirement Plan
Sponsored by Capitol Hill Day School, Washington, DC
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Capitol Hill Day School of Washington, District of Columbia sponsors Capitol Hill Day School Retirement Plan, a 403(b) plan. Its Form 5500 for the plan year ending 31 Oct 2024 shows 182 participants (74 active) and $0 in net assets.
The employer contributed $266K during the year, or $3,590 per active participant against a same-size median of $2,447; participants contributed $212K and $2,596 arrived as rollovers and other contributions. Benefits paid out totalled $1.9M.
Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $24K: $131 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $37K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $7.0M in 2009 to $0 in 2024 (down 100%), and participants from 180 to 182 (up 1%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer. The filing is marked as the final return for the plan.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | — | $60,185 | $73,018 | $53,102 |
| Employer contributions per active participant | $3,590 | $2,447 | $2,838 | $2,175 |
| Schedule C compensation per participant | $131 | $194 | $95.66 | $123 |
| Schedule C compensation, share of net assets | — | 0.32% | 0.13% | 0.26% |
| Administrative expenses per participant | $205 | $176 | $89.26 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), educational services (2,753) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 182 | $0 | $0 | $266K | $212K | $24K |
| 2023 | 182 | $17.9M | $98,434 | $324K | $283K | $13K |
| 2022 | 180 | $15.5M | $86,217 | $290K | $265K | $11K |
| 2021 | 174 | $18.1M | $104,011 | $286K | $251K | $0 |
| 2020 | 171 | $15.8M | $92,520 | $278K | $255K | $0 |
| 2019 | 175 | $13.8M | $78,697 | $281K | $295K | $0 |
| 2018 | 173 | $11.6M | $66,931 | $219K | $245K | $0 |
| 2017 | 160 | $12.1M | $75,775 | $264K | $226K | $0 |
| 2016 | 162 | $11.1M | $68,815 | $216K | $257K | $0 |
| 2015 | 163 | $10.2M | $62,699 | $202K | $257K | $0 |
| 2014 | 160 | $10.2M | $63,444 | $194K | $274K | $0 |
| 2013 | 165 | $10.2M | $61,842 | $182K | $243K | $0 |
| 2012 | 156 | $8.5M | $54,596 | $183K | $250K | $0 |
| 2011 | 154 | $7.8M | $50,727 | $181K | $302K | $0 |
| 2010 | 154 | $7.5M | $49,000 | $195K | $321K | $0 |
| 2009 | 180 | $7.0M | $39,111 | $189K | $313K | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$17,915,018
- Employer contributions$265,685
- Participant contributions$212,021
- Rollovers and other contributions$2,596
- Total contributions$480,302
- Total income, including investment results$2,373,816
- Benefits paid$1,919,946
- Administrative expenses$37,307
- Total expenses$1,957,253
- Net income$416,563
- Net transfers−$18,331,581
- Net assets, end of year$0
Participants
- Active participants74
- Retired or separated, receiving benefits0
- Retired or separated, entitled to future benefits107
- Participants with account balances0
- Total participants, end of year182
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| TIAA - Teachers Insurance and Annui | Investment management | $14,357 | $0 |
| Planpilot, LLC | Investment advisory (plan); Consulting (general) | $9,450 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Contract administrator fees$37,307
- Total administrative expenses$37,307
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmBelfint, Lyons & Shuman, P.A.
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $3,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2FERISA section 404(c) plan2GTotal participant-directed account plan2LCode section 403(b)(1) arrangement (annuity contracts)
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 611000: Educational Services (including schools, colleges, & universities).
Similar plans in District of Columbia
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Digital Pioneers Academy Public Charter School 401(k) Plan | Digital Pioneers Academy Public | 183 | $2.1M | $11,388 |
| Society for Neuroscience 401(a) Retirement Plan | Society for Neuroscience | 177 | $7.0M | $39,617 |
| Ahip 401(k) Profit Sharing Plan | America's Health Insurance Plans, Inc. | 184 | $47.7M | $259,018 |
| American Public Health Association Defined Contribution Retirement Plan | American Public Health Association | 172 | $20.7M | $120,135 |
| Edmund Burke School Optional Retirement Plan | Edmund Burke School | 187 | $18.4M | $98,530 |
| Meridian Public Charter School 401(k) Plan | Meridian Public Charter School | 171 | $5.0M | $29,332 |
Defined contribution plans in educational services closest in size.
Questions and answers
How big is Capitol Hill Day School Retirement Plan?
182 participants at the end of the plan year ending 31 Oct 2024, of whom 74 were active employees, with net assets of $0. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Capitol Hill Day School contribute per participant?
The filing reports $265,685 in employer contributions for the year, which is $3,590 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $23,807 in compensation to service provider organisations, $131 per participant. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $37,307. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Capitol Hill Day School. Investment advisory or management: TIAA - Teachers Insurance and Annui and Planpilot, LLC. The financial statements were audited by Belfint, Lyons & Shuman, P.A.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Oct 2024, received by the Department of Labor on 10 Nov 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 52-0894477, plan 001, received 10 Nov 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.