Other · DOL Form 5500 · 2022

Gill St. Bernard's School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
191
Participants Below avg headcount
85th
Percentile by assets National rank
$196,737
Avg per participant Above avg balance/head
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Official DOL plan name: Gill St. Bernard's DC Retirement Plan · Sponsored by Gill St. Bernard's School · New Jersey · Educational Services

$38M in assets, 191 participants

Gill St. Bernard's School's Gill St. Bernard's DC Retirement Plan reported $38M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,935 in Educational Services (4,024 peers)

Coverage in New Jersey

Gill St. Bernard's DC Retirement Plan covers 191 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $38M.

#2,935
in Educational Services (4,024 peers)
-11.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gill St. Bernard's DC Retirement Plan's outsized position by total assets

Gill St. Bernard's DC Retirement Plan vs every filed plan by assets

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

$37,576,732 Top 15% higher than 85% 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

Gill St. Bernard's DC 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. Gill St. Bernard's DC Retirement Plan sits mid-pack in the medium band (191 participants).

DOL schedule card

Filing strip 221964930 · Gill St. Bernard's School PY 2022 · Other

Gill St. Bernard's DC Retirement Plan · $38M · 191 · 85th

  • BOOK $38M
  • BOOK 191
  • BOOK 85th
  • BOOK Other
  • BOOK near Montgomery Bell Academy 403(b) Tax Sheltered Investment Program
  • BOOK ind #2935

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 New Jersey →

Gill St. Bernard's DC Retirement Plan in the asset neighbourhood

Russell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$38MMontgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$38MGill St. Bernard's DC Retirement PlanGill St. Bernard's DC Retire…$38MThe Baldwin School Defined Contribution PlanThe Baldwin School Defined C…$38MAnti-Defamation League 403(b) Defined Contribution PlanAnti-Defamation League 403(b…$38M
End-of-year total assets ($M) among Gill St. Bernard's DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$38M
Net Income-$5M
Employer EIN221964930
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gill St. Bernard's School)

Sponsor-wide plan assets over time

All Gill St. Bernard's School plans reported in each filing year

Latest sponsor-wide plan assets
$46M 23.331991722963032% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.6M $46.3M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 191 $38M
2023 1 199 $44M
2024 1 212 $46M

Nearby Other Plans in New Jersey

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

Gill St. Bernard's DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Gill St. Bernard's DC Retirement Plan, Total assets ($B): 0.037576732 · Participants: 191Gill St. Bernard's DC Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Gill St. Bernard's DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Gill St. Bernard's DC Retirement Plan side-by-side with 3 peers →

Gill St. Bernard's DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Montgomery Bell Academy 403(b) Tax Sheltered Investment Program in TN ($38M); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Gill St. Bernard's DC Retirement Plan assets move in 2022? ▼
Gill St. Bernard's DC Retirement Plan pulled back noticeably - down 11.9% during 2022, from $43M to $38M. Reported net income was -$5M.
How have Gill St. Bernard's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gill St. Bernard's School's sponsor-wide assets grew 23.3%, from $38M to $46M.
Where does Gill St. Bernard's DC Retirement Plan rank by assets among Form 5500 filers? ▼
Gill St. Bernard's DC Retirement Plan ranks in the 85th 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 Gill St. Bernard's DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Montgomery Bell Academy 403(b) Tax Sheltered Investment Program in TN ($38M, 149 participants).
Which Other plans cover a similar participant headcount to Gill St. Bernard's DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dana Hall School Retirement Plan for Employees in MA (191 participants, $50M 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 221964930.

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.