Other · DOL Form 5500 · 2022
St. Georges Independent School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 225
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $91,510
- Avg per participant Below avg balance/head
Official DOL plan name: St. George's Independent School 403(b) Retirement Plan · Sponsored by St. Georges Independent School · Tennessee · Educational Services
$21M in assets, 225 participants
St. Georges Independent School's St. George's Independent School 403(b) Retirement Plan reported $21M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #2,481 in Educational Services (4,024 peers)
Coverage in Tennessee
St. George's Independent School 403(b) Retirement Plan covers 225 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $21M.
- #2,481
- in Educational Services (4,024 peers)
- +7.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
St. George's Independent School 403(b) Retirement Plan's outsized position by total assets
St. George's Independent School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,589,860 Top 22% higher than 78% 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
St. George's Independent School 403(b) 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. George's Independent School 403(b) Retirement Plan sits mid-pack in the medium band (225 participants).
DOL schedule card
Filing strip 621761850 · St. Georges Independent School PY 2022 · Other
St. George's Independent School 403(b) Retirement Plan · $21M · 225 · 78th
- PHOTO $21M
- IND 225
- EOY 78th
- 5500 Other
- ASSETS near Ums-Wright Preparatory School 403(b) Plan
- PCT ind #2481
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 Tennessee →
St. George's Independent School 403(b) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 621761850 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Georges Independent School)
Sponsor-wide plan assets over time
All St. Georges Independent School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 10.790359915026135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $21M |
| 2023 | 1 | 192 | $21M |
| 2024 | 1 | 207 | $23M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Ballad Health 403(b) Plan $517M · 11,477
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
St. George's Independent School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Ums-Wright Preparatory School 403(b) Plan in AL ($21M); by covered participants it is The Community at Brookmeade 403(b) Plan in NY (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Ums-Wright Preparatory School 403(b) Plan (AL) $21M · 173
- Mary's Center 403(b) Retirement Plan (DC) $21M · 767
- The Cleveland Foundation Retirement Plan (OH) $21M · 86
- Berry College Tax-Deferred Annuity Plan (GA) $21M · 657
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- The Community at Brookmeade 403(b) Plan (NY) 225 · 0 off
- Children and Families First 403(b) DC Plan (NC) 225 · 0 off
- The New 42nd Street, Inc. 403(b) Plan (NY) 225 · 0 off
- Lycee International De Los Angeles 403(b) Plan (CA) 225 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.