Other · DOL Form 5500 · 2022

St. Bernards School Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
104
Participants Small participant base
88th
Percentile by assets National rank
$504,479
Avg per participant High balance/head
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Official DOL plan name: St. Bernards School Employee Retirement Plan · Sponsored by St. Bernards School · New York · Educational Services

$52M in assets, 104 participants

St. Bernards School's St. Bernards School Employee Retirement Plan reported $52M in total assets and 104 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.

  • #3,159 in Educational Services (4,024 peers)

Coverage in New York

St. Bernards School Employee Retirement Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $52M.

#3,159
in Educational Services (4,024 peers)
-12.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Bernards School Employee Retirement Plan's outsized position by total assets

St. Bernards School Employee Retirement Plan vs every filed plan by assets

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

$52,465,867 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. Bernards School Employee 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. Bernards School Employee Retirement Plan sits mid-pack in the medium band (104 participants).

Plan-year Form 5500 strip

Filing strip 131255270 · St. Bernards School PY 2022 · Other

St. Bernards School Employee Retirement Plan · $52M · 104 · 88th

  • NET $52M
  • BOOK 104
  • VS-ST 88th
  • BOY Other
  • SCH near Retirement Savings 403(b) Plan for Employees of Presbyterian Homes
  • EBSA ind #3159

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 New York →

St. Bernards School Employee Retirement Plan in the asset neighbourhood

Retirement Savings 403(b) Plan for Employees of Presbyterian HomesRetirement Savings 403(b) Pl…$53MSt. Bernards School Employee Retirement PlanSt. Bernards School Employee…$52MThe Conservation Fund Retirement Savings PlanThe Conservation Fund Retire…$52MDordt University Defined Contribution Retirement PlanDordt University Defined Con…$52MThe Rivers School Defined Contribution Retirement PlanThe Rivers School Defined Co…$52M
End-of-year total assets ($M) among St. Bernards School Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$52M
Net Income-$7M
Employer EIN131255270
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Bernards School)

Sponsor-wide plan assets over time

All St. Bernards School plans reported in each filing year

Latest sponsor-wide plan assets
$68M 29.800799822863883% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.5M $68.1M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 104 $52M
2023 1 101 $61M
2024 1 109 $68M

Nearby Other Plans in New York

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

St. Bernards School Employee Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants St. Bernards School Employee Retirement Plan, Total assets ($B): 0.052465867 · Participants: 104St. Bernards School Employee Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
St. Bernards School Employee Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare St. Bernards School Employee Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is Retirement Savings 403(b) Plan for Employees of Presbyterian Homes in IL ($53M); by covered participants it is Kcrw 403(b) DC Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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. Bernards School Employee Retirement Plan assets move in 2022? ▼
St. Bernards School Employee Retirement Plan pulled back noticeably - down 12.0% during 2022, from $60M to $52M. Reported net income was -$7M.
How have St. Bernards School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Bernards School's sponsor-wide assets grew 29.8%, from $52M to $68M.
Where does St. Bernards School Employee Retirement Plan rank by assets among Form 5500 filers? ▼
St. Bernards School Employee Retirement 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. Bernards School Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Savings 403(b) Plan for Employees of Presbyterian Homes in IL ($53M, 1,036 participants).
Which Other plans cover a similar participant headcount to St. Bernards School Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kcrw 403(b) DC Plan in CA (104 participants, $6M 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 131255270.

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.