Other · DOL Form 5500 · 2022

Saint James School Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
101
Participants Small participant base
69th
Percentile by assets National rank
$119,025
Avg per participant Near avg balance/head
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Official DOL plan name: Saint James School Retirement · Sponsored by Saint James School · Alabama · Educational Services

$12M in assets, 101 participants

Saint James School's Saint James School Retirement reported $12M in total assets and 101 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.

  • #2,041 in Educational Services (4,024 peers)

Coverage in Alabama

Saint James School Retirement covers 101 participants in Alabama, about 28% of the average Alabama filer (state average ~360 per filing). Assets: $12M.

#2,041
in Educational Services (4,024 peers)
-13.9%
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.

Saint James School Retirement's outsized position by total assets

Saint James School Retirement vs every filed plan by assets

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

$12,021,521 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

Saint James School Retirement 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 James School Retirement sits mid-pack in the medium band (101 participants).

Plan-year Form 5500 strip

Filing strip 630366280 · Saint James School PY 2022 · Other

Saint James School Retirement · $12M · 101 · 69th

  • BOY $12M
  • SCH 101
  • EBSA 69th
  • PART Other
  • TYPE near Hcap Retirement Savings Plan
  • NET ind #2041

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 →

Saint James School Retirement in the asset neighbourhood

Education Success Network, Inc. 403(b) DC PlanEducation Success Network, I…$12MSt. 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…$12MSaint James School Retirement$12MHcap Retirement Savings Plan$12M
End-of-year total assets ($M) among Saint James School Retirement and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN630366280
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint James School)

Sponsor-wide plan assets over time

All Saint James School plans reported in each filing year

Latest sponsor-wide plan assets
$21M 4.494057772318901% vs 2022
2023 filing year
$20M$20.5M$21M$21.5M 20222023 $20.5M $21.4M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 171 $20M
2023 2 177 $21M

Nearby Other Plans in Alabama

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

Saint James School Retirement vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Saint James School Retirement, Total assets ($B): 0.012021521 · Participants: 101Saint James School RetirementUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
Saint James School Retirement vs. nearby Other plans in Alabama, assets vs. participants
Compare Saint James School Retirement side-by-side with 3 peers →

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

Outside Alabama, the nearest Other by assets is Hcap Retirement Savings Plan in HI ($12M); by covered participants it is Bcbs Health Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 James School Retirement assets move in 2022? ▼
Saint James School Retirement pulled back noticeably - down 13.9% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Saint James School plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Saint James School's sponsor-wide assets grew 4.5%, from $20M to $21M.
Which Other plans are similar in size to Saint James School Retirement? ▼
Among Other plans in other states, the closest by assets is Hcap Retirement Savings Plan in HI ($12M, 239 participants).
Which Other plans cover a similar participant headcount to Saint James School Retirement? ▼
Among Other plans in other states, the closest by covered participants is Bcbs Health Plan in NE (101 participants, N/A 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 630366280.

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.