Other
2023 plan-year Other DOL Form 5500

St. Timothys School, Inc. 403(b) DC Plan

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

Sponsored by St. Timothys School, Inc. · North Carolina · Educational Services

What the 2023 filing shows

St. Timothys School, Inc. 403(b) DC Plan holds N/A for 145 participants.

N/A
total plan assets (2023 EOY)
145
covered participants
$558K
reported net income
Total Assets (2023)
N/A
Participants
145
Industry
Educational Services

What the Filing Says About St. Timothys School, Inc. 403(b) DC Plan

St. Timothys School, Inc. 403(b) DC Plan is a Other retirement plan sponsored by St. Timothys School, Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 145 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 560754499, and the plan has been effective since 1999-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $558K 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 1 prior plan-year filing 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)$3M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$558K
Plan TypeOther
Employer EIN560754499
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Timothys School, Inc.)

Year Plans Participants Total Assets
2022 1 74 $3M
2023 1 145 N/A

Nearby Other Plans in North Carolina

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

Frequently Asked Questions

How much money is in the St. Timothys School, Inc. 403(b) DC Plan?
As of the 2023 Form 5500 filing, St. Timothys School, Inc. 403(b) DC Plan holds N/A in total assets with 145 participants. It is sponsored by St. Timothys School, Inc..
What type of plan is St. Timothys School, Inc. 403(b) DC Plan?
St. Timothys School, Inc. 403(b) DC Plan is a Other plan. It has been effective since 1999-07-01. The plan is filed with the U.S. Department of Labor under EIN 560754499.
Who sponsors the St. Timothys School, Inc. 403(b) DC Plan?
St. Timothys School, Inc. 403(b) DC Plan is sponsored by St. Timothys School, Inc., located in North Carolina. The sponsor's EIN is 560754499 and the plan operates in the Educational Services industry.
How did St. Timothys School, Inc. 403(b) DC Plan perform in 2023?
St. Timothys School, Inc. 403(b) DC Plan held N/A in total assets at the end of 2023. Net income was $558K.
Where can I find official filings for St. Timothys School, Inc. 403(b) DC Plan?
Official Form 5500 filings for St. Timothys School, Inc. 403(b) DC Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560754499 or plan name at efast.dol.gov.
How does St. Timothys School, Inc. 403(b) DC Plan compare to other plans?
You can compare St. Timothys School, Inc. 403(b) DC Plan against other Other plans on the plan type page, or view plans in North Carolina 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 560754499.

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.