Other · DOL Form 5500 · 2022

St. George's Episcopal School Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
121
Participants Small participant base
46th
Percentile by assets National rank
$33,145
Avg per participant Low balance/head
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Official DOL plan name: St. George's Episcopal School 403b Retirement Income Plan · Sponsored by St. George's Episcopal School · Louisiana · Educational Services

$4M in assets, 121 participants

St. George's Episcopal School's St. George's Episcopal School 403b Retirement Income Plan reported $4M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,282 in Educational Services (4,024 peers)

Coverage in Louisiana

St. George's Episcopal School 403b Retirement Income Plan covers 121 participants in Louisiana, about 24% of the average Louisiana filer (state average ~495 per filing). Assets: $4M.

#1,282
in Educational Services (4,024 peers)
-16.4%
assets change YoY

The plan reported a net loss of $786K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. George's Episcopal School 403b Retirement Income Plan's mid-pack asset rank among Educational Services and all filers

St. George's Episcopal School 403b Retirement Income Plan vs every filed plan by assets

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

$4,010,509 46th percentile higher than 46% 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. George's Episcopal School 403b Retirement Income 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. George's Episcopal School 403b Retirement Income Plan sits mid-pack in the medium band (121 participants).

Published 5500 schedule card

Filing strip 720684077 · St. George's Episcopal School PY 2022 · Other

St. George's Episcopal School 403b Retirement Income Plan · $4M · 121 · 46th

  • PART $4M
  • TYPE 121
  • NET 46th
  • BOOK Other
  • VS-ST near Foxcroft Academy 403(b) DC and Tda Plan
  • BOY ind #1282

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 Louisiana →

St. George's Episcopal School 403b Retirement Income Plan in the asset neighbourhood

Randolph Health 403(b) Plan$4MSt. George's Episcopal School 403b Retirement Income PlanSt. George's Episcopal Schoo…$4MFoxcroft Academy 403(b) DC and Tda PlanFoxcroft Academy 403(b) DC a…$4MPresbyterian Manors of Mid-America, Inc. Tax-Sheltered Annuity PlanPresbyterian Manors of Mid-A…$4MChristian Academy of Knoxville Retirement Savings PlanChristian Academy of Knoxvil…$4M
End-of-year total assets ($M) among St. George's Episcopal School 403b Retirement Income Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$786K
Employer EIN720684077
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. George's Episcopal School)

Sponsor-wide plan assets over time

All St. George's Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.992236895615996% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.01M $5.05M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 121 $4M
2023 1 130 $5M
2024 1 132 $5M

Nearby Other Plans in Louisiana

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

St. George's Episcopal School 403b Retirement Income Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants St. George's Episcopal School 403b Retirement Income Plan, Total assets ($M): 4.010509 · Participants: 121St. George's Episcopal School 403b Retirement Income PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement Plan
St. George's Episcopal School 403b Retirement Income Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare St. George's Episcopal School 403b Retirement Income Plan side-by-side with 3 peers →

St. George's Episcopal School 403b Retirement Income Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Foxcroft Academy 403(b) DC and Tda Plan in ME ($4M); by covered participants it is Pomona Community Health Center 403(b) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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. George's Episcopal School 403b Retirement Income Plan assets move in 2022? ▼
St. George's Episcopal School 403b Retirement Income Plan declined sharply - down 16.4% during 2022, from $5M to $4M. Reported net income was -$786K.
How have St. George's Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. George's Episcopal School's sponsor-wide assets grew 26.0%, from $4M to $5M.
Which Other plans are similar in size to St. George's Episcopal School 403b Retirement Income Plan? ▼
Among Other plans in other states, the closest by assets is Foxcroft Academy 403(b) DC and Tda Plan in ME ($4M, 83 participants).
Which Other plans cover a similar participant headcount to St. George's Episcopal School 403b Retirement Income Plan? ▼
Among Other plans in other states, the closest by covered participants is Pomona Community Health Center 403(b) Plan in CA (121 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 720684077.

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.