Other · DOL Form 5500 · 2022

St. Paul's Episcopal School Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
147
Participants Small participant base
78th
Percentile by assets National rank
$142,910
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · Sponsored by St. Paul's Episcopal School · Alabama · Educational Services

$21M in assets, 147 participants

St. Paul's Episcopal School's St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) reported $21M in total assets and 147 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.

  • #2,501 in Educational Services (4,024 peers)

Coverage in Alabama

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) covers 147 participants in Alabama, about 41% of the average Alabama filer (state average ~360 per filing). Assets: $21M.

#2,501
in Educational Services (4,024 peers)
+8.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))'s outsized position by total assets

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs every filed plan by assets

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

$21,007,799 Top 22% higher than 78% 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

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) 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 Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 237035434 · St. Paul's Episcopal School PY 2022 · Other

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · $21M · 147 · 78th

  • EBSA $21M
  • EBSA 147
  • EBSA 78th
  • EBSA Other
  • EBSA near Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)
  • EBSA ind #2501

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 Alabama →

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) in the asset neighbourhood

Horizon House 403(b) Retirement PlanHorizon House 403(b) Retirem…$21MMayfield Junior School of the Holy Child Jesus Defined Contribution Retirement PlanMayfield Junior School of th…$21MSt Paul's Episcopal School Tax Deferred Annuity Plan (403(b))St Paul's Episcopal School T…$21MStewart Memorial Community Hospital Internal Revenue Code Section 403(b)Stewart Memorial Community H…$21MLancaster Country Day School Section 403(b) PlanLancaster Country Day School…$21M
End-of-year total assets ($M) among St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN237035434
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Paul's Episcopal School)

Sponsor-wide plan assets over time

All St. Paul's Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$24M 13.050039178307065% vs 2022
2024 filing year
$20M$21M$22M$23M$24M$25M 202220232024 $21M $23.8M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 147 $21M
2023 1 157 $23M
2024 1 143 $24M

Nearby Other Plans in Alabama

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

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)), Total assets ($B): 0.021007799 · Participants: 147St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs. nearby Other plans in Alabama, assets vs. participants
Compare St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) side-by-side with 3 peers →

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))'s out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA ($21M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) assets move in 2022? ▼
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) grew at a solid clip - up 8.1% during 2022, from $19M to $21M. Reported net income was $2M.
How have St. Paul's Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Paul's Episcopal School's sponsor-wide assets grew 13.1%, from $21M to $24M.
Where does St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) rank by assets among Form 5500 filers? ▼
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) ranks in the 78th 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 Paul's Episcopal School Tax Deferred Annuity Plan (403(b))? ▼
Among Other plans in other states, the closest by assets is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in IA ($21M, 244 participants).
Which Other plans cover a similar participant headcount to St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))? ▼
Among Other plans in other states, the closest by covered participants is North Carolina Wesleyan University Retirement Plan in NC (147 participants, $23M 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 237035434.

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.