Other · DOL Form 5500 · 2022

Episcopal School of Jacksonville, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
269
Participants Below avg headcount
83rd
Percentile by assets National rank
$112,930
Avg per participant Below avg balance/head
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Official DOL plan name: Episcopal School of Jacksonville Defined Contribution Retirement Plan · Sponsored by Episcopal School of Jacksonville, Inc. · Florida · Educational Services

$30M in assets, 269 participants

Episcopal School of Jacksonville, Inc.'s Episcopal School of Jacksonville Defined Contribution Retirement Plan reported $30M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,772 in Educational Services (4,024 peers)

Coverage in Florida

Episcopal School of Jacksonville Defined Contribution Retirement Plan covers 269 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $30M.

#2,772
in Educational Services (4,024 peers)
-14.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Episcopal School of Jacksonville Defined Contribution Retirement Plan's outsized position by total assets

Episcopal School of Jacksonville Defined Contribution Retirement Plan vs every filed plan by assets

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

$30,378,181 Top 17% higher than 83% 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

Episcopal School of Jacksonville 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. Episcopal School of Jacksonville Defined Contribution Retirement Plan sits mid-pack in the medium band (269 participants).

DOL schedule card

Filing strip 591147278 · Episcopal School of Jacksonville, Inc. PY 2022 · Other

Episcopal School of Jacksonville Defined Contribution Retirement Plan · $30M · 269 · 83rd

  • EIN $30M
  • RANK 269
  • PHOTO 83rd
  • IND Other
  • EOY near Oaks Christian School 403(b) Plan
  • 5500 ind #2772

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 →

Episcopal School of Jacksonville Defined Contribution Retirement Plan in the asset neighbourhood

Mitchell College Retirement PlanMitchell College Retirement …$30MFacing History and Ourselves 403(b) PlanFacing History and Ourselves…$30MEpiscopal School of Jacksonville Defined Contribution Retirement PlanEpiscopal School of Jacksonv…$30MOaks Christian School 403(b) PlanOaks Christian School 403(b)…$30MNational September 11 Memorial & Museum 403(b) PlanNational September 11 Memori…$30M
End-of-year total assets ($M) among Episcopal School of Jacksonville Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$30M
Net Income-$5M
Employer EIN591147278
Plan Effective Date1968-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal School of Jacksonville, Inc.)

Sponsor-wide plan assets over time

All Episcopal School of Jacksonville, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 30.449005488511638% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.4M $39.6M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 269 $30M
2023 1 276 $35M
2024 1 282 $40M

Nearby Other Plans in Florida

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

Episcopal School of Jacksonville Defined Contribution 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 ($B) Participants Episcopal School of Jacksonville Defined Contribution Retirement Plan, Total assets ($B): 0.030378181 · Participants: 269Episcopal School of Jacksonville Defined Contribution 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
Episcopal School of Jacksonville Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Episcopal School of Jacksonville Defined Contribution Retirement Plan side-by-side with 3 peers →

Episcopal School of Jacksonville Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Oaks Christian School 403(b) Plan in CA ($30M); by covered participants it is Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) in PA (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Episcopal School of Jacksonville Defined Contribution Retirement Plan assets move in 2022? ▼
Episcopal School of Jacksonville Defined Contribution Retirement Plan pulled back noticeably - down 14.4% during 2022, from $36M to $30M. Reported net income was -$5M.
How have Episcopal School of Jacksonville, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal School of Jacksonville, Inc.'s sponsor-wide assets grew 30.4%, from $30M to $40M.
Where does Episcopal School of Jacksonville Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Episcopal School of Jacksonville Defined Contribution Retirement Plan ranks in the 83rd 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 Episcopal School of Jacksonville Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oaks Christian School 403(b) Plan in CA ($30M, 296 participants).
Which Other plans cover a similar participant headcount to Episcopal School of Jacksonville Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Cornwall Manor Retirement Community Internal Revenue Code Section 403(b) in PA (269 participants, $14M 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 591147278.

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.