Other · DOL Form 5500 · 2022
St Lukes Episcopal School Retirement Fun Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $56,569
- Avg per participant Low balance/head
Official DOL plan name: St Luke's Episcopal School Employee Retirement Pla · Sponsored by St Lukes Episcopal School Retirement Fun · Alabama · Educational Services
$3M in assets, 61 participants
St Lukes Episcopal School Retirement Fun's St Luke's Episcopal School Employee Retirement Pla reported $3M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,204 in Educational Services (4,024 peers)
St Lukes Episcopal School Retirement Fun multi-year trail
St Lukes Episcopal School Retirement Fun's plans moved +14.5% in assets from 2022 to 2024; this filing shows St Luke's Episcopal School Employee Retirement Pla at $3M / 61 participants.
- #1,204
- in Educational Services (4,024 peers)
- -16.1%
- assets change YoY
The plan reported a net loss of $662K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St Luke's Episcopal School Employee Retirement Pla's mid-pack asset rank among Educational Services and all filers
St Luke's Episcopal School Employee Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,450,722 43rd percentile higher than 43% 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 Luke's Episcopal School Employee Retirement Pla 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 Luke's Episcopal School Employee Retirement Pla is a small filing (61 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 636005690 · St Lukes Episcopal School Retirement Fun PY 2022 · Other
St Luke's Episcopal School Employee Retirement Pla · $3M · 61 · 43rd
- IND $3M
- EOY 61
- 5500 43rd
- ASSETS Other
- PCT near 403(b) Thrift Plan of Community Living Options
- EIN ind #1204
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 Alabama →
St Luke's Episcopal School Employee Retirement Pla in the asset neighbourhood
St Lukes Episcopal School Retirement Fun multi-year asset trail
Sponsor-wide plan assets over time
All St Lukes Episcopal School Retirement Fun plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 14.534581458604896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $3M |
| 2023 | 1 | 57 | $4M |
| 2024 | 1 | 60 | $4M |
St Lukes Episcopal School Retirement Fun filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$662K |
| Employer EIN | 636005690 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
St Luke's Episcopal School Employee Retirement Pla's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is 403(b) Thrift Plan of Community Living Options in MI ($3M); by covered participants it is Points of Light Foundation 403(b) Retirement Plan in GA (61 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 (61 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.