Other · DOL Form 5500 · 2022
The Steward School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 271
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $62,844
- Avg per participant Low balance/head
Official DOL plan name: The Steward School Defined Contribution Retirement Plan · Sponsored by The Steward School · Virginia · Educational Services
$17M in assets, 271 participants
The Steward School's The Steward School Defined Contribution Retirement Plan reported $17M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #2,321 in Educational Services (4,024 peers)
Coverage in Virginia
The Steward School Defined Contribution Retirement Plan covers 271 participants in Virginia, about 35% of the average Virginia filer (state average ~782 per filing). Assets: $17M.
- #2,321
- in Educational Services (4,024 peers)
- +13.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Steward School Defined Contribution Retirement Plan's outsized position by total assets
The Steward School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,030,802 Top 25% higher than 75% 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
The Steward 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. The Steward School Defined Contribution Retirement Plan sits mid-pack in the medium band (271 participants).
Form 5500 schedule snapshot
Filing strip 540914765 · The Steward School PY 2022 · Other
The Steward School Defined Contribution Retirement Plan · $17M · 271 · 75th
- BOY $17M
- BOY 271
- BOY 75th
- BOY Other
- BOY near Alta Bates Summit 403(b) Tda Retirement Plan
- BOY ind #2321
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 Virginia →
The Steward School Defined Contribution Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 540914765 |
| Plan Effective Date | 1985-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Steward School)
Sponsor-wide plan assets over time
All The Steward School plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 25.88166429273266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $17M |
| 2023 | 1 | 147 | $19M |
| 2024 | 1 | 141 | $21M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
The Steward School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Alta Bates Summit 403(b) Tda Retirement Plan in CA ($17M); by covered participants it is Dallas Retirement Village 403(b) Retirement Plan in OR (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (271 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.