Other · DOL Form 5500 · 2022

Saint James School Retirement Plan

Data updated 2026-08-11

$12M
Total assets
101
Participants
69th
Percentile by assets
$119,025
Avg per participant
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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.

  • 69th percentile by assets (of 139,126 plans)
  • #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.

$12M
total plan assets (2022 EOY)
101
covered participants
69th
percentile by assets (of 139,126 plans)
$119,025
avg assets per participant

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.

Where Saint James School Retirement sits 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 $2,010,000,000 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

State
Alabama
Industry
Educational Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Saint James School Retirement reports 101 participants - about 28% of that state average ($12M EOY assets).

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)

$20M$20.5M$21M$21.5M 20222023 $20.5M $21.4M ▲ +4.5%
Total plan assets by year, all Saint James School plans on file
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 ($B) Participants Saint James School R…, Total assets ($B): 0.012021521 · Participants: 101Saint James School R…University of Alabam…, Total assets ($B): 1.163166856 · Participants: 4400University of Alabam…Drummond Company, In…, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, In…Samford University 4…, Total assets ($B): 0.090578583 · Participants: 1760Samford University 4…Birmingham Southern …, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern …Uab Health System 40…, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 40…
Saint James School Retirement vs. nearby Other plans in Alabama, assets vs. participants
Compare Saint James School Retirement side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Saint James School Retirement by total assets, not by location.

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).

Next read for Saint James School Retirement

Filing takeaways

Ways to act on Saint James School Retirement's numbers.

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.