Other · DOL Form 5500 · 2022
St. Timothys School, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $39,302
- Avg per participant Low balance/head
Official DOL plan name: St. Timothys School, Inc. 403(b) DC Plan · Sponsored by St. Timothys School, Inc. · North Carolina · Educational Services
$3M in assets, 74 participants
St. Timothys School, Inc.'s St. Timothys School, Inc. 403(b) DC Plan reported $3M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #1,107 in Educational Services (4,024 peers)
2022 asset change
St. Timothys School, Inc. 403(b) DC Plan declined sharply 15.2% in 2022 ($3M → $3M) for 74 participants.
- #1,107
- in Educational Services (4,024 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $520K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Timothys School, Inc. 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
St. Timothys School, Inc. 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,908,358 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Timothys School, Inc. 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Timothys School, Inc. 403(b) DC Plan is a small filing (74 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 560754499 · St. Timothys School, Inc. PY 2022 · Other
St. Timothys School, Inc. 403(b) DC Plan · $3M · 74 · 40th
- PART $3M
- PART 74
- PART 40th
- PART Other
- PART near Albuquerque Health Care for the Homeless 403(b) Retirement Plan
- PART ind #1107
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 North Carolina →
St. Timothys School, Inc. 403(b) DC Plan in the asset neighbourhood
St. Timothys School, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All St. Timothys School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $3M |
| 2023 | 1 | 145 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$520K |
| Employer EIN | 560754499 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
St. Timothys School, Inc. 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM ($3M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.
- Hillbrook School Defined Contribution Retirement Plan (CA) 74 · 0 off
- Chapel Hill - Chauncy Hall School 403(b) Plan (MA) 74 · 0 off
- Fraunhofer USA 403(b) Plan (MI) 74 · 0 off
- Whscda, Inc. 403(b) Plan (RI) 74 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.