Other
2022 plan-year Other DOL Form 5500

Gill St. Bernard's DC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Gill St. Bernard's School · New Jersey · Educational Services

What the 2023 filing shows

Gill St. Bernard's DC Retirement Plan holds $38M for 191 participants — about $196,737 per participant, down 11.9% over the 2022 plan year.

$38M
total plan assets (2022 EOY)
191
covered participants
$196,737
avg assets per participant
-11.9%
assets change YoY

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.

Total Assets (2023)
$38M
Participants
191
State
Industry
Educational Services

What the Filing Says About Gill St. Bernard's DC Retirement Plan

Gill St. Bernard's DC Retirement Plan is a Other retirement plan sponsored by Gill St. Bernard's School, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $38M in total end-of-year assets and covers 191 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 221964930, and the plan has been effective since 1972-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2022 to $38M at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $38M, with reported net income of $-5,081,569 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$38M
Net Assets (End of Year)$38M
Net Income$-5,081,569
Plan TypeOther
Employer EIN221964930
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

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

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.

Frequently Asked Questions

How much money is in the Gill St. Bernard's DC Retirement Plan?
As of the 2022 Form 5500 filing, Gill St. Bernard's DC Retirement Plan holds $38M in total assets with 191 participants. It is sponsored by Gill St. Bernard's School.
What type of plan is Gill St. Bernard's DC Retirement Plan?
Gill St. Bernard's DC Retirement Plan is a Other plan. It has been effective since 1972-07-01. The plan is filed with the U.S. Department of Labor under EIN 221964930.
Who sponsors the Gill St. Bernard's DC Retirement Plan?
Gill St. Bernard's DC Retirement Plan is sponsored by Gill St. Bernard's School, located in New Jersey. The sponsor's EIN is 221964930 and the plan operates in the Educational Services industry.
How did Gill St. Bernard's DC Retirement Plan perform in 2022?
Gill St. Bernard's DC Retirement Plan declined by 11.9% during 2022, moving from $43M to $38M in total assets. Net income was $-5,081,569.
Where can I find official filings for Gill St. Bernard's DC Retirement Plan?
Official Form 5500 filings for Gill St. Bernard's DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221964930 or plan name at efast.dol.gov.
How does Gill St. Bernard's DC Retirement Plan compare to other plans?
You can compare Gill St. Bernard's DC Retirement Plan against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.