Other · DOL Form 5500 · 2023
St. Joseph's Collegiate Institute Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $214,974
- Avg per participant Above avg balance/head
Official DOL plan name: St. Joseph's Collegiate Institute Defined Contribution Retirement Plan · Sponsored by St. Joseph's Collegiate Institute · New York · Educational Services
$18M in assets, 86 participants
St. Joseph's Collegiate Institute's St. Joseph's Collegiate Institute Defined Contribution Retirement Plan reported $18M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #2,012 in Educational Services (3,735 peers)
St. Joseph's Collegiate Institute multi-year trail
St. Joseph's Collegiate Institute's plans moved +11.8% in assets from 2022 to 2024; this filing shows St. Joseph's Collegiate Institute Defined Contribution Retirement Plan at $18M / 86 participants.
- #2,012
- in Educational Services (3,735 peers)
- +4.0%
- assets growth YoY
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan's outsized position by total assets
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,487,729 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Joseph's Collegiate Institute Defined Contribution Retirement Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Joseph's Collegiate Institute Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $718K in the plan year 2023 filing.
- St. Joseph's Collegiate Institute Defined Contribution Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- St. Joseph's Collegiate Institute Defined Contribution Retirement Plan reported participants rose from 84 in the plan year 2022 filing to 86 in the plan year 2023 filing.
DOL schedule card
Filing strip 160743159 · St. Joseph's Collegiate Institute PY 2023 · Other
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan · $18M · 86 · 71st
- NET $18M
- NET 86
- NET 71st
- NET Other
- NET near Dakota Wesleyan University Defined Contribution Plan
- NET ind #2012
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 New York →
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in the asset neighbourhood
St. Joseph's Collegiate Institute multi-year asset trail
Sponsor-wide plan assets over time
All St. Joseph's Collegiate Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 11.795240523892513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $18M |
| 2023 | 1 | 86 | $18M |
| 2024 | 1 | 88 | $20M |
St. Joseph's Collegiate Institute filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $718K |
| Employer EIN | 160743159 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Dakota Wesleyan University Defined Contribution Plan in SD ($18M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Dakota Wesleyan University Defined Contribution Plan (SD) $18M · 144
- United States Energy Foundation 403(b) Retirement Plan (CA) $19M · 110
- Oslc & Odi 403b Plan (OR) $19M · 81
- La Frontera Center, Inc. 403(b) Plan (AZ) $18M · 1,464
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Oregon Coast Aquarium Retirement Plan (OR) 86 · 0 off
- Pryor Learning, Inc. Defined Contribution Retirement Plan (MO) 86 · 0 off
- Terc, Inc. DC Retirement Plan (MA) 86 · 0 off
- Three Square 403(b) Plan (NV) 86 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.