Other · DOL Form 5500 · 2022

Saint Edward's School Retirement Plan

Data updated 2026-08-11

$19M
Total assets
130
Participants
77th
Percentile by assets
$149,794
Avg per participant
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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.

  • 77th percentile by assets (of 139,126 plans)
  • #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.

$19M
total plan assets (2022 EOY)
130
covered participants
77th
percentile by assets (of 139,126 plans)
$149,794
avg assets per participant

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.

State

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. St. Edward's School Defined Contribution Retirement Plan reports 130 participants - about 21% of that state average ($19M EOY assets).

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)

$19M$20M$21M$22M$23M 202220232024 $19.5M $22.1M â–˛ +13.3%
Total plan assets by year, all Saint Edward's School plans on file
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

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 …Baptist Health South…University of Miami …Orlando Health Retir…Defined Contribution…The Nemours Foundati…
St. Edward's School Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to St. Edward's School Defined Contribution Retirement Plan by total assets, not by location.

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).

Next read for St. Edward's School Defined Contribution…

Filing takeaways

Ways to act on St. Edward's School Defined Contribution Retirement Plan's numbers.