Other · DOL Form 5500 · 2022

Saint David's School Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
143
Participants Small participant base
89th
Percentile by assets National rank
$385,383
Avg per participant High balance/head
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Official DOL plan name: Saint David's School Retirement Plan · Sponsored by Saint David's School · New York · Educational Services

$55M in assets, 143 participants

Saint David's School's Saint David's School Retirement Plan reported $55M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,188 in Educational Services (4,024 peers)

Coverage in New York

Saint David's School Retirement Plan covers 143 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $55M.

#3,188
in Educational Services (4,024 peers)
-14.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint David's School Retirement Plan's outsized position by total assets

Saint David's School Retirement Plan vs every filed plan by assets

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

$55,109,797 Top 11% higher than 89% 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

Saint David's 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. Saint David's School Retirement Plan sits mid-pack in the medium band (143 participants).

Published 5500 schedule card

Filing strip 131655283 · Saint David's School PY 2022 · Other

Saint David's School Retirement Plan · $55M · 143 · 89th

  • EIN $55M
  • EIN 143
  • EIN 89th
  • EIN Other
  • EIN near Husson University Section 403(b) Retirement Plan
  • EIN ind #3188

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 →

Saint David's School Retirement Plan in the asset neighbourhood

Pine Crest Preparatory School, Inc. 403(b) PlanPine Crest Preparatory Schoo…$55MHusson University Section 403(b) Retirement PlanHusson University Section 40…$55MSociety of Actuaries Research Institute 403(b) Retirement PlanSociety of Actuaries Researc…$55MSaint David's School Retirement PlanSaint David's School Retirem…$55MBrooks School DC Retirement PlanBrooks School DC Retirement …$55M
End-of-year total assets ($M) among Saint David's School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$55M
Net Income-$9M
Employer EIN131655283
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint David's School)

Sponsor-wide plan assets over time

All Saint David's School plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.37870754631885% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.1M $73M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 143 $55M
2023 1 152 $66M
2024 1 153 $73M

Nearby Other Plans in New York

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

Saint David's School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Saint David's School Retirement Plan, Total assets ($B): 0.055109797 · Participants: 143Saint David's School 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
Saint David's School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Saint David's School Retirement Plan side-by-side with 3 peers →

Saint David's School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Husson University Section 403(b) Retirement Plan in ME ($55M); by covered participants it is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Saint David's School Retirement Plan assets move in 2022? ▼
Saint David's School Retirement Plan pulled back noticeably - down 14.4% during 2022, from $64M to $55M. Reported net income was -$9M.
How have Saint David's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint David's School's sponsor-wide assets grew 32.4%, from $55M to $73M.
Where does Saint David's School Retirement Plan rank by assets among Form 5500 filers? ▼
Saint David's School Retirement Plan ranks in the 89th 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 Saint David's School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Husson University Section 403(b) Retirement Plan in ME ($55M, 913 participants).
Which Other plans cover a similar participant headcount to Saint David's School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Arc of Cape May County, Inc. 403(b) Plan in NJ (143 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 131655283.

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.