Other · DOL Form 5500 · 2022

St. Francis Day School, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
194
Participants Below avg headcount
69th
Percentile by assets National rank
$62,003
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan · Sponsored by St. Francis Day School, Inc. · Georgia · Educational Services

$12M in assets, 194 participants

St. Francis Day School, Inc.'s St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan reported $12M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,043 in Educational Services (4,024 peers)

Coverage in Georgia

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan covers 194 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#2,043
in Educational Services (4,024 peers)
-13.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan's outsized position by total assets

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan vs every filed plan by assets

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

$12,028,607 Top 31% higher than 69% 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

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda 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. St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan sits mid-pack in the medium band (194 participants).

EBSA filing schedule strip

Filing strip 581266732 · St. Francis Day School, Inc. PY 2022 · Other

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan · $12M · 194 · 69th

  • 5500 $12M
  • ASSETS 194
  • PCT 69th
  • EIN Other
  • RANK near Section 403(b) Retirement Plan for Amida Care, Inc.
  • PHOTO ind #2043

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 Georgia →

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan in the asset neighbourhood

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda PlanSt. Francis Day School Defin…$12MSection 403(b) Retirement Plan for Amida Care, Inc.Section 403(b) Retirement Pl…$12MEducation Success Network, Inc. 403(b) DC PlanEducation Success Network, I…$12MNational Council on Aging, Inc 403(b) PlanNational Council on Aging, I…$12MHcap Retirement Savings Plan$12M
End-of-year total assets ($M) among St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN581266732
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Francis Day School, Inc.)

Sponsor-wide plan assets over time

All St. Francis Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 40.061538297826175% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.9M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 194 $12M
2023 1 193 $14M
2024 1 200 $17M

Nearby Other Plans in Georgia

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

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan, Total assets ($B): 0.012028607 · Participants: 194St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan side-by-side with 3 peers →

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Section 403(b) Retirement Plan for Amida Care, Inc. in NY ($12M); by covered participants it is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan assets move in 2022? ▼
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan pulled back noticeably - down 13.6% during 2022, from $14M to $12M. Reported net income was -$2M.
How have St. Francis Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Francis Day School, Inc.'s sponsor-wide assets grew 40.1%, from $12M to $17M.
Which Other plans are similar in size to St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for Amida Care, Inc. in NY ($12M, 152 participants).
Which Other plans cover a similar participant headcount to St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA (194 participants, $22M 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 581266732.

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.