Other · DOL Form 5500 · 2022
Saint James School Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $120,678
- Avg per participant Near avg balance/head
Official DOL plan name: Saint James School Tda · Sponsored by Saint James School · Alabama · Educational Services
$8M in assets, 70 participants
Saint James School's Saint James School Tda reported $8M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #1,793 in Educational Services (4,024 peers)
2022 asset change
Saint James School Tda pulled back noticeably 12.4% in 2022 ($10M → $8M) for 70 participants.
- #1,793
- in Educational Services (4,024 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint James School Tda's mid-pack asset rank among Educational Services and all filers
Saint James School Tda vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,447,486 Top 39% higher than 61% of 139,123 filed plans
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 Tda among smaller 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 Tda is a small filing (70 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 630366280 · Saint James School PY 2022 · Other
Saint James School Tda · $8M · 70 · 61st
- SCH $8M
- SCH 70
- SCH 61st
- SCH Other
- SCH near Latham Centers Retirement Plan
- SCH ind #1793
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 Tda in the asset neighbourhood
Saint James School years around the 2022 move
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 171 | $20M |
| 2023 | 2 | 177 | $21M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 630366280 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
Saint James School Tda's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Latham Centers Retirement Plan in MA ($8M); by covered participants it is Pace Solano Voluntary Retirement Annuity Plan a 403(b) Plan in CA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 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.