Other · DOL Form 5500 · 2022

Providence Academy Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
114
Participants Small participant base
74th
Percentile by assets National rank
$146,128
Avg per participant Above avg balance/head
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Official DOL plan name: Providence Academy Defined Contribution Retirement Plan · Sponsored by Providence Academy · Minnesota · Educational Services

$17M in assets, 114 participants

Providence Academy's Providence Academy Defined Contribution Retirement Plan reported $17M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,298 in Educational Services (4,024 peers)

Coverage in Minnesota

Providence Academy Defined Contribution Retirement Plan covers 114 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#2,298
in Educational Services (4,024 peers)
-10.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Providence Academy Defined Contribution Retirement Plan's outsized position by total assets

Providence Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$16,658,536 Top 26% higher than 74% 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

Providence Academy Defined Contribution Retirement 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. Providence Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (114 participants).

Plan-year Form 5500 strip

Filing strip 411883866 · Providence Academy PY 2022 · Other

Providence Academy Defined Contribution Retirement Plan · $17M · 114 · 74th

  • PART $17M
  • TYPE 114
  • NET 74th
  • BOOK Other
  • VS-ST near Employee Benefit Plan of Koenig Equipment, Inc
  • BOY ind #2298

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 →

Providence Academy Defined Contribution Retirement Plan in the asset neighbourhood

Employee Benefit Plan of Koenig Equipment, IncEmployee Benefit Plan of Koe…$17MColorado Iron Workers Individual Account Trust FundColorado Iron Workers Indivi…$17MThe Roeper School Savings and Match PlanThe Roeper School Savings an…$17MProvidence Academy Defined Contribution Retirement PlanProvidence Academy Defined C…$17MLegal Services of New Jersey Inc Er 403bLegal Services of New Jersey…$17M
End-of-year total assets ($M) among Providence Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN411883866
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Providence Academy)

Sponsor-wide plan assets over time

All Providence Academy plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.11579120758271% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.2M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 114 $17M
2023 1 139 $20M
2024 1 140 $22M

Nearby Other Plans in Minnesota

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

Providence Academy Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Providence Academy Defined Contribution Retirement Plan, Total assets ($B): 0.016658536 · Participants: 114Providence Academy Defined Contribution Retirement 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
Providence Academy Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Providence Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Providence Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Employee Benefit Plan of Koenig Equipment, Inc in OH ($17M); by covered participants it is Monarch School 403(b) Retirement Plan in NH (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Providence Academy Defined Contribution Retirement Plan assets move in 2022? ▼
Providence Academy Defined Contribution Retirement Plan pulled back noticeably - down 10.4% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Providence Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Providence Academy's sponsor-wide assets grew 33.1%, from $17M to $22M.
Which Other plans are similar in size to Providence Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Koenig Equipment, Inc in OH ($17M, 324 participants).
Which Other plans cover a similar participant headcount to Providence Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Monarch School 403(b) Retirement Plan in NH (114 participants, $2M 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 411883866.

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.