Other
2022 plan-year Other DOL Form 5500

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by St. Francis Day School, Inc. · Georgia · Educational Services

What the 2023 filing shows

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan holds $12M for 194 participants — about $62,003 per participant, down 13.6% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
194
covered participants
$62,003
avg assets per participant
-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.

Total Assets (2023)
$12M
Participants
194
State
Industry
Educational Services

What the Filing Says About St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan

St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan is a Other retirement plan sponsored by St. Francis Day School, Inc., headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 194 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 581266732, and the plan has been effective since 1994-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $12M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-1,890,300 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-1,890,300
Plan TypeOther
Employer EIN581266732
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

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

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.

Frequently Asked Questions

How much money is in the St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan?
As of the 2022 Form 5500 filing, St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan holds $12M in total assets with 194 participants. It is sponsored by St. Francis Day School, Inc..
What type of plan is St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan?
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan is a Other plan. It has been effective since 1994-10-01. The plan is filed with the U.S. Department of Labor under EIN 581266732.
Who sponsors the St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan?
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan is sponsored by St. Francis Day School, Inc., located in Georgia. The sponsor's EIN is 581266732 and the plan operates in the Educational Services industry.
How did St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan perform in 2022?
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan declined by 13.6% during 2022, moving from $14M to $12M in total assets. Net income was $-1,890,300.
Where can I find official filings for St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan?
Official Form 5500 filings for St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 581266732 or plan name at efast.dol.gov.
How does St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan compare to other plans?
You can compare St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan against other Other plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.