Other · DOL Form 5500 · 2023

St. John's Community Services Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
746
Participants Near avg headcount
54th
Percentile by assets National rank
$10,951
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. John's Community Services Tax Sheltered Annuity Plan · Sponsored by St. John's Community Services · District of Columbia · Healthcare & Social Assistance

$8M in assets, 746 participants

St. John's Community Services's St. John's Community Services Tax Sheltered Annuity Plan reported $8M in total assets and 746 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,579 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

St. John's Community Services Tax Sheltered Annuity Plan grew at a solid clip 8.7% in 2023 ($8M → $8M) for 746 participants.

#10,579
in Healthcare & Social Assistance (17,684 peers)
+8.7%
assets growth YoY

St. John's Community Services Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. John's Community Services Tax Sheltered Annuity Plan vs every filed plan by assets

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

$8,169,294 Top 46% higher than 54% 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. John's Community Services Tax Sheltered Annuity 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. John's Community Services Tax Sheltered Annuity Plan sits mid-pack in the medium band (746 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. John's Community Services Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $651K in the plan year 2023 filing.
  • St. John's Community Services Tax Sheltered Annuity Plan reported participants rose from 616 in the plan year 2022 filing to 746 in the plan year 2023 filing.
  • St. John's Community Services Tax Sheltered Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530196554 · St. John's Community Services PY 2023 · Other

St. John's Community Services Tax Sheltered Annuity Plan · $8M · 746 · 54th

  • SCH $8M
  • SCH 746
  • SCH 54th
  • SCH Other
  • SCH near Champlain Housing Trust, Inc. 403(b) Plan
  • SCH ind #10579

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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →

St. John's Community Services Tax Sheltered Annuity Plan in the asset neighbourhood

Guardian Angels 403b Retirement PlanGuardian Angels 403b Retirem…$8MThe Mental Health Association of Westchester County, Inc. 403(b) PlanThe Mental Health Associatio…$8MSt. John's Community Services Tax Sheltered Annuity PlanSt. John's Community Service…$8MChamplain Housing Trust, Inc. 403(b) PlanChamplain Housing Trust, Inc…$8MAndrews School Tiaa-Cref Tax Deferred Retirement AnnuitiesAndrews School Tiaa-Cref Tax…$8M
End-of-year total assets ($M) among St. John's Community Services Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

St. John's Community Services years around the 2023 move

Sponsor-wide plan assets over time

All St. John's Community Services plans reported in each filing year

Latest sponsor-wide plan assets
$8M 5.791364413789581% vs 2022
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M$8.4M 202220232024 $7.52M $7.95M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 616 $8M
2023 1 746 $8M
2024 1 904 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$651K
Employer EIN530196554
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in District of Columbia

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

St. John's Community Services Tax Sheltered Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants St. John's Community Services Tax Sheltered Annuity Plan, Total assets ($B): 0.008169294 · Participants: 746St. John's Community Services Tax Sheltered Annuity PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
St. John's Community Services Tax Sheltered Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare St. John's Community Services Tax Sheltered Annuity Plan side-by-side with 3 peers →

St. John's Community Services Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Champlain Housing Trust, Inc. 403(b) Plan in VT ($8M); by covered participants it is Ascend Learning, Inc. 403(b) Plan in NY (747 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (746 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. John's Community Services Tax Sheltered Annuity Plan assets move in 2023? ▼
St. John's Community Services Tax Sheltered Annuity Plan grew at a solid clip - up 8.7% during 2023, from $8M to $8M. Reported net income was $651K.
How have St. John's Community Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. John's Community Services's sponsor-wide assets grew 5.8%, from $8M to $8M.
Which Other plans are similar in size to St. John's Community Services Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Champlain Housing Trust, Inc. 403(b) Plan in VT ($8M, 146 participants).
Which Other plans cover a similar participant headcount to St. John's Community Services Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Ascend Learning, Inc. 403(b) Plan in NY (747 participants, $9M 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 530196554.

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.