Other · DOL Form 5500 · 2022

Episcopal Day Private School of Manatee County, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
118
Participants Small participant base
75th
Percentile by assets National rank
$146,526
Avg per participant Above avg balance/head
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Official DOL plan name: St. Stephen's Episcopal School Retirement Plan · Sponsored by Episcopal Day Private School of Manatee County, Inc. · Florida · Educational Services

$17M in assets, 118 participants

Episcopal Day Private School of Manatee County, Inc.'s St. Stephen's Episcopal School Retirement Plan reported $17M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,334 in Educational Services (4,024 peers)

Coverage in Florida

St. Stephen's Episcopal School Retirement Plan covers 118 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#2,334
in Educational Services (4,024 peers)
-19.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Stephen's Episcopal School Retirement Plan's outsized position by total assets

St. Stephen's Episcopal School Retirement Plan vs every filed plan by assets

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

$17,290,076 Top 25% higher than 75% 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. Stephen's Episcopal School 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. St. Stephen's Episcopal School Retirement Plan sits mid-pack in the medium band (118 participants).

Plan-year Form 5500 strip

Filing strip 591301635 · Episcopal Day Private School of Manatee County, Inc. PY 2022 · Other

St. Stephen's Episcopal School Retirement Plan · $17M · 118 · 75th

  • NET $17M
  • NET 118
  • NET 75th
  • NET Other
  • NET near Community Memorial Hospital Association 403(b) Plan
  • NET ind #2334

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 Florida →

St. Stephen's Episcopal School Retirement Plan in the asset neighbourhood

Pleasant Valley Hospital Employees' 403(b) PlanPleasant Valley Hospital Emp…$17MSt. Stephen's Episcopal School Retirement PlanSt. Stephen's Episcopal Scho…$17MCommunity Memorial Hospital Association 403(b) PlanCommunity Memorial Hospital …$17MMet Council 403(b) Retirement Savings PlanMet Council 403(b) Retiremen…$17MChildnet Youth and Family Services, Inc. 403(b) Retirement PlanChildnet Youth and Family Se…$17M
End-of-year total assets ($M) among St. Stephen's Episcopal School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN591301635
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal Day Private School of Manatee County, Inc.)

Sponsor-wide plan assets over time

All Episcopal Day Private School of Manatee County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 2.034323041726364% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M 202220232024 $17.3M $16.9M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 118 $17M
2023 1 110 $18M
2024 1 112 $17M

Nearby Other Plans in Florida

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

St. Stephen's Episcopal School Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants St. Stephen's Episcopal School Retirement Plan, Total assets ($B): 0.017290076 · Participants: 118St. Stephen's Episcopal School Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
St. Stephen's Episcopal School Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare St. Stephen's Episcopal School Retirement Plan side-by-side with 3 peers →

St. Stephen's Episcopal School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Community Memorial Hospital Association 403(b) Plan in MN ($17M); by covered participants it is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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. Stephen's Episcopal School Retirement Plan assets move in 2022? ▼
St. Stephen's Episcopal School Retirement Plan declined sharply - down 19.1% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Episcopal Day Private School of Manatee County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Day Private School of Manatee County, Inc.'s sponsor-wide assets declined 2.0%, from $17M to $17M.
Where does St. Stephen's Episcopal School Retirement Plan rank by assets among Form 5500 filers? ▼
St. Stephen's Episcopal School Retirement Plan ranks in the 75th 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. Stephen's Episcopal School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Memorial Hospital Association 403(b) Plan in MN ($17M, 467 participants).
Which Other plans cover a similar participant headcount to St. Stephen's Episcopal School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 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 591301635.

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.