Other · DOL Form 5500 · 2022

St. Paul Academy and Summit School Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
248
Participants Below avg headcount
88th
Percentile by assets National rank
$203,189
Avg per participant Above avg balance/head
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Official DOL plan name: St. Paul Academy and Summit School 403(b) DC Plan · Sponsored by St. Paul Academy and Summit School · Minnesota · Educational Services

$50M in assets, 248 participants

St. Paul Academy and Summit School's St. Paul Academy and Summit School 403(b) DC Plan reported $50M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,128 in Educational Services (4,024 peers)

Coverage in Minnesota

St. Paul Academy and Summit School 403(b) DC Plan covers 248 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $50M.

#3,128
in Educational Services (4,024 peers)
-16.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Paul Academy and Summit School 403(b) DC Plan's outsized position by total assets

St. Paul Academy and Summit School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$50,390,802 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

St. Paul Academy and Summit School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Paul Academy and Summit School 403(b) DC Plan sits mid-pack in the medium band (248 participants).

Form 5500 schedule snapshot

Filing strip 410943433 · St. Paul Academy and Summit School PY 2022 · Other

St. Paul Academy and Summit School 403(b) DC Plan · $50M · 248 · 88th

  • EBSA $50M
  • EBSA 248
  • EBSA 88th
  • EBSA Other
  • EBSA near King's College Defined Contribution Retirement Plan
  • EBSA ind #3128

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Minnesota →

St. Paul Academy and Summit School 403(b) DC Plan in the asset neighbourhood

Central City Concern Retirement PlanCentral City Concern Retirem…$50MSt. Paul Academy and Summit School 403(b) DC PlanSt. Paul Academy and Summit …$50MKing's College Defined Contribution Retirement PlanKing's College Defined Contr…$50MChicago Area Ib of T Severance and Retirement PlanChicago Area Ib of T Severan…$50MNew Canaan Country School DC Retirement PlanNew Canaan Country School DC…$50M
End-of-year total assets ($M) among St. Paul Academy and Summit School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$50M
Net Income-$10M
Employer EIN410943433
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Paul Academy and Summit School)

Sponsor-wide plan assets over time

All St. Paul Academy and Summit School plans reported in each filing year

Latest sponsor-wide plan assets
$61M 21.79122094544159% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.4M $61.4M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 248 $50M
2023 1 251 $57M
2024 1 439 $61M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

St. Paul Academy and Summit School 403(b) DC Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants St. Paul Academy and Summit School 403(b) DC Plan, Total assets ($B): 0.050390802 · Participants: 248St. Paul Academy and Summit School 403(b) DC PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
St. Paul Academy and Summit School 403(b) DC Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare St. Paul Academy and Summit School 403(b) DC Plan side-by-side with 3 peers →

St. Paul Academy and Summit School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is King's College Defined Contribution Retirement Plan in PA ($50M); by covered participants it is The Oaks Academy DC Plan in IN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Paul Academy and Summit School 403(b) DC Plan assets move in 2022? ▼
St. Paul Academy and Summit School 403(b) DC Plan declined sharply - down 16.0% during 2022, from $60M to $50M. Reported net income was -$10M.
How have St. Paul Academy and Summit School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Paul Academy and Summit School's sponsor-wide assets grew 21.8%, from $50M to $61M.
Where does St. Paul Academy and Summit School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
St. Paul Academy and Summit School 403(b) DC Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to St. Paul Academy and Summit School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is King's College Defined Contribution Retirement Plan in PA ($50M, 374 participants).
Which Other plans cover a similar participant headcount to St. Paul Academy and Summit School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is The Oaks Academy DC Plan in IN (248 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410943433.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.