Other · DOL Form 5500 · 2022

Augustine Institute Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
139
Participants Small participant base
50th
Percentile by assets National rank
$35,410
Avg per participant Low balance/head
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Official DOL plan name: Augustine Institute Retirement Plan · Sponsored by Augustine Institute · Colorado · Educational Services

$5M in assets, 139 participants

Augustine Institute's Augustine Institute Retirement Plan reported $5M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,410 in Educational Services (4,024 peers)

Coverage in Colorado

Augustine Institute Retirement Plan covers 139 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $5M.

#1,410
in Educational Services (4,024 peers)
+3.3%
assets growth YoY

Augustine Institute Retirement Plan's mid-pack asset rank among Educational Services and all filers

Augustine Institute Retirement Plan vs every filed plan by assets

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

$4,921,979 Top 50% higher than 50% 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

Augustine Institute 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. Augustine Institute Retirement Plan sits mid-pack in the medium band (139 participants).

Published 5500 schedule card

Filing strip 202349108 · Augustine Institute PY 2022 · Other

Augustine Institute Retirement Plan · $5M · 139 · 50th

  • RANK $5M
  • PHOTO 139
  • IND 50th
  • EOY Other
  • 5500 near Carey Services, Inc. Employees Retirement Plan
  • ASSETS ind #1410

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 Colorado →

Augustine Institute Retirement Plan in the asset neighbourhood

The Lambs Farm Employee's Retirement PlanThe Lambs Farm Employee's Re…$5MEdmundson Art Foundation Tax Deferred Annuity PlanEdmundson Art Foundation Tax…$5MAugustine Institute Retirement PlanAugustine Institute Retireme…$5MCarey Services, Inc. Employees Retirement PlanCarey Services, Inc. Employe…$5MAmerican Ceramic Society Tax Deferred Account PlanAmerican Ceramic Society Tax…$5M
End-of-year total assets ($M) among Augustine Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$159K
Employer EIN202349108
Plan Effective Date2010-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Augustine Institute)

Sponsor-wide plan assets over time

All Augustine Institute plans reported in each filing year

Latest sponsor-wide plan assets
$9M 87.71010603661658% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.92M $9.24M ▲ +87.8%
Year Plans Participants Total Assets
2022 1 139 $5M
2023 1 165 $7M
2024 1 174 $9M

Nearby Other Plans in Colorado

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

Augustine Institute Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Augustine Institute Retirement Plan, Total assets ($B): 0.004921979 · Participants: 139Augustine Institute Retirement PlanUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Augustine Institute Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Augustine Institute Retirement Plan side-by-side with 3 peers →

Augustine Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Carey Services, Inc. Employees Retirement Plan in IN ($5M); by covered participants it is Hardin County Regional Health Center 403(b) Plan in TN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Augustine Institute Retirement Plan assets move in 2022? ▼
Augustine Institute Retirement Plan edged up modestly - up 3.3% during 2022, from $5M to $5M. Reported net income was $159K.
How have Augustine Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augustine Institute's sponsor-wide assets grew 87.7%, from $5M to $9M.
Which Other plans are similar in size to Augustine Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carey Services, Inc. Employees Retirement Plan in IN ($5M, 265 participants).
Which Other plans cover a similar participant headcount to Augustine Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hardin County Regional Health Center 403(b) Plan in TN (139 participants, $7M 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 202349108.

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.