Other · DOL Form 5500 · 2023

St. Paul Academy and Summit School Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
251
Participants Below avg headcount
87th
Percentile by assets National rank
$226,828
Avg per participant Above avg balance/head
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Official DOL plan name: St. Paul Academy and Summit School 403(b) DC Plan · Sponsored by St. Paul Academy and Summit School · Minnesota · Educational Services

$57M in assets, 251 participants

St. Paul Academy and Summit School's St. Paul Academy and Summit School 403(b) DC Plan reported $57M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,848 in Educational Services (3,735 peers)

Coverage in Minnesota

St. Paul Academy and Summit School 403(b) DC Plan covers 251 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $57M.

#2,848
in Educational Services (3,735 peers)
+13.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

St. Paul Academy and Summit School 403(b) DC Plan's outsized position by total assets

St. Paul Academy and Summit School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$56,933,744 Top 13% higher than 87% of 127,068 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 2023

St. Paul Academy and Summit School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Paul Academy and Summit School 403(b) DC Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Paul Academy and Summit School 403(b) DC Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • St. Paul Academy and Summit School 403(b) DC Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • St. Paul Academy and Summit School 403(b) DC Plan reported participants rose from 248 in the plan year 2022 filing to 251 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410943433 · St. Paul Academy and Summit School PY 2023 · Other

St. Paul Academy and Summit School 403(b) DC Plan · $57M · 251 · 87th

  • PCT $57M
  • EIN 251
  • RANK 87th
  • PHOTO Other
  • IND near Allosource Employees' Retirement Plan
  • EOY ind #2848

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 Minnesota →

St. Paul Academy and Summit School 403(b) DC Plan in the asset neighbourhood

Allosource Employees' Retirement PlanAllosource Employees' Retire…$57MIsland Peer Review Organization, Inc. Tax Deferred Annuity PlanIsland Peer Review Organizat…$57MGreens Farms Academy Defined Contribution PlanGreens Farms Academy Defined…$57MSt. Paul Academy and Summit School 403(b) DC PlanSt. Paul Academy and Summit …$57MLexington Health Inc. 403(b) Retirement PlanLexington Health Inc. 403(b)…$57M
End-of-year total assets ($M) among St. Paul Academy and Summit School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN410943433
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Paul Academy and Summit School)

Sponsor-wide plan assets over time

All St. Paul Academy and Summit School plans reported in each filing year

Latest sponsor-wide plan assets
$61M 21.79122094544159% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.4M $61.4M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 248 $50M
2023 1 251 $57M
2024 1 439 $61M

Nearby Other Plans in Minnesota

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

St. Paul Academy and Summit School 403(b) DC Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants St. Paul Academy and Summit School 403(b) DC Plan, Total assets ($B): 0.056933744 · Participants: 251St. Paul Academy and Summit School 403(b) DC PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
St. Paul Academy and Summit School 403(b) DC Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare St. Paul Academy and Summit School 403(b) DC Plan side-by-side with 3 peers →

St. Paul Academy and Summit School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Allosource Employees' Retirement Plan in CO ($57M); by covered participants it is Circle of Life Retirement 403b Plan in AR (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Paul Academy and Summit School 403(b) DC Plan assets move in 2023? ▼
St. Paul Academy and Summit School 403(b) DC Plan grew at a solid clip - up 13.0% during 2023, from $50M to $57M. Reported net income was $7M.
How have St. Paul Academy and Summit School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Paul Academy and Summit School's sponsor-wide assets grew 21.8%, from $50M to $61M.
Where does St. Paul Academy and Summit School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
St. Paul Academy and Summit School 403(b) DC Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to St. Paul Academy and Summit School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Allosource Employees' Retirement Plan in CO ($57M, 486 participants).
Which Other plans cover a similar participant headcount to St. Paul Academy and Summit School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Circle of Life Retirement 403b Plan in AR (251 participants, $6M in assets).

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 410943433.

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.