Other · DOL Form 5500 · 2022

Saint Edward's School Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
130
Participants Small participant base
77th
Percentile by assets National rank
$149,794
Avg per participant Above avg balance/head
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Official DOL plan name: St. Edward's School Defined Contribution Retirement Plan · Sponsored by Saint Edward's School · Florida · Educational Services

$19M in assets, 130 participants

Saint Edward's School's St. Edward's School Defined Contribution Retirement Plan reported $19M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,432 in Educational Services (4,024 peers)

Coverage in Florida

St. Edward's School Defined Contribution Retirement Plan covers 130 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#2,432
in Educational Services (4,024 peers)
-17.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Edward's School Defined Contribution Retirement Plan's outsized position by total assets

St. Edward's School Defined Contribution Retirement Plan vs every filed plan by assets

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

$19,473,235 Top 23% higher than 77% 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. Edward's School Defined Contribution Retirement 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. Edward's School Defined Contribution Retirement Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 591059214 · Saint Edward's School PY 2022 · Other

St. Edward's School Defined Contribution Retirement Plan · $19M · 130 · 77th

  • SCH $19M
  • EBSA 130
  • PART 77th
  • TYPE Other
  • NET near 403(b) Thrift Plan of New York Road Runners Club, Inc.
  • BOOK ind #2432

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 Florida →

St. Edward's School Defined Contribution Retirement Plan in the asset neighbourhood

Boyce Thompson Institute 403(b) Retirement PlanBoyce Thompson Institute 403…$20MJccsf 403(b) Plan$19MSt. Edward's School Defined Contribution Retirement PlanSt. Edward's School Defined …$19M403(b) Thrift Plan of New York Road Runners Club, Inc.403(b) Thrift Plan of New Yo…$19MSfvcmhc, Inc. 403(b) Plan$19M
End-of-year total assets ($M) among St. Edward's School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN591059214
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Edward's School)

Sponsor-wide plan assets over time

All Saint Edward's School plans reported in each filing year

Latest sponsor-wide plan assets
$22M 13.240532453904038% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.5M $22.1M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 130 $19M
2023 1 157 $22M
2024 1 164 $22M

Nearby Other Plans in Florida

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

St. Edward's School Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants St. Edward's School Defined Contribution Retirement Plan, Total assets ($B): 0.019473235 · Participants: 130St. Edward's School Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
St. Edward's School Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare St. Edward's School Defined Contribution Retirement Plan side-by-side with 3 peers →

St. Edward's School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is 403(b) Thrift Plan of New York Road Runners Club, Inc. in NY ($19M); by covered participants it is Albany Community Action Partnership 403(b) Plan in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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. Edward's School Defined Contribution Retirement Plan assets move in 2022? ▼
St. Edward's School Defined Contribution Retirement Plan declined sharply - down 17.3% during 2022, from $24M to $19M. Reported net income was -$4M.
How have Saint Edward's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Edward's School's sponsor-wide assets grew 13.2%, from $19M to $22M.
Where does St. Edward's School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
St. Edward's School Defined Contribution Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to St. Edward's School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of New York Road Runners Club, Inc. in NY ($19M, 551 participants).
Which Other plans cover a similar participant headcount to St. Edward's School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany Community Action Partnership 403(b) Plan in NY (130 participants, $3M 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 591059214.

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.