Other · DOL Form 5500 · 2023

Providence Academy Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
139
Participants Small participant base
73rd
Percentile by assets National rank
$144,019
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Providence Academy Defined Contribution Retirement Plan · Sponsored by Providence Academy · Minnesota · Educational Services

$20M in assets, 139 participants

Providence Academy's Providence Academy Defined Contribution Retirement Plan reported $20M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,075 in Educational Services (3,735 peers)

Coverage in Minnesota

Providence Academy Defined Contribution Retirement Plan covers 139 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#2,075
in Educational Services (3,735 peers)
+20.2%
assets growth YoY

Providence Academy Defined Contribution Retirement Plan's outsized position by total assets

Providence Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$20,018,584 Top 27% higher than 73% 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

Providence Academy Defined Contribution Retirement 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. Providence Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Providence Academy Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Providence Academy Defined Contribution Retirement Plan reported participants rose from 114 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • Providence Academy Defined Contribution Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411883866 · Providence Academy PY 2023 · Other

Providence Academy Defined Contribution Retirement Plan · $20M · 139 · 73rd

  • NET $20M
  • BOOK 139
  • VS-ST 73rd
  • BOY Other
  • SCH near Solebury School Defined Contribution and Tda Plan
  • EBSA ind #2075

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 →

Providence Academy Defined Contribution Retirement Plan in the asset neighbourhood

Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity PlanMoorestown Visiting Nurse As…$20MProvidence Academy Defined Contribution Retirement PlanProvidence Academy Defined C…$20MSolebury School Defined Contribution and Tda PlanSolebury School Defined Cont…$20MMunson Williams Proctor Institute Defined Contribution Retirement PlanMunson Williams Proctor Inst…$20MMuscular Dystrophy Association, Inc. Savings PlanMuscular Dystrophy Associati…$20M
End-of-year total assets ($M) among Providence Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN411883866
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Providence Academy)

Sponsor-wide plan assets over time

All Providence Academy plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.11579120758271% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.2M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 114 $17M
2023 1 139 $20M
2024 1 140 $22M

Nearby Other Plans in Minnesota

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

Providence Academy Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Providence Academy Defined Contribution Retirement Plan, Total assets ($B): 0.020018584 · Participants: 139Providence Academy Defined Contribution Retirement 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
Providence Academy Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Providence Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Providence Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Solebury School Defined Contribution and Tda Plan in PA ($20M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Providence Academy Defined Contribution Retirement Plan assets move in 2023? ▼
Providence Academy Defined Contribution Retirement Plan grew sharply - up 20.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Providence Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Providence Academy's sponsor-wide assets grew 33.1%, from $17M to $22M.
Which Other plans are similar in size to Providence Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Solebury School Defined Contribution and Tda Plan in PA ($20M, 103 participants).
Which Other plans cover a similar participant headcount to Providence Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K 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 411883866.

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.