Other · DOL Form 5500 · 2023

Episcopal Day Private School of Manatee County, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
110
Participants Small participant base
70th
Percentile by assets National rank
$160,900
Avg per participant Above avg balance/head
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Official DOL plan name: St. Stephen's Episcopal School Retirement Plan · Sponsored by Episcopal Day Private School of Manatee County, Inc. · Florida · Educational Services

$18M in assets, 110 participants

Episcopal Day Private School of Manatee County, Inc.'s St. Stephen's Episcopal School Retirement Plan reported $18M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,980 in Educational Services (3,735 peers)

Coverage in Florida

St. Stephen's Episcopal School Retirement Plan covers 110 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#1,980
in Educational Services (3,735 peers)
+2.4%
assets growth YoY

St. Stephen's Episcopal School Retirement Plan's outsized position by total assets

St. Stephen's Episcopal School Retirement Plan vs every filed plan by assets

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

$17,699,021 Top 30% higher than 70% 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. Stephen's Episcopal School 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. St. Stephen's Episcopal School Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Stephen's Episcopal School Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $409K in the plan year 2023 filing.
  • St. Stephen's Episcopal School Retirement Plan reported participants fell from 118 in the plan year 2022 filing to 110 in the plan year 2023 filing.
  • St. Stephen's Episcopal School Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591301635 · Episcopal Day Private School of Manatee County, Inc. PY 2023 · Other

St. Stephen's Episcopal School Retirement Plan · $18M · 110 · 70th

  • BOOK $18M
  • VS-ST 110
  • BOY 70th
  • SCH Other
  • EBSA near The Art Institute of Chicago Tax Deferred Savings Program
  • PART ind #1980

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 Florida →

St. Stephen's Episcopal School Retirement Plan in the asset neighbourhood

Met Council 403(b) Retirement Savings PlanMet Council 403(b) Retiremen…$18MSt. Stephen's Episcopal School Retirement PlanSt. Stephen's Episcopal Scho…$18MThe Art Institute of Chicago Tax Deferred Savings ProgramThe Art Institute of Chicago…$18MEpiscopal Retirement Services Staff Retirement PlanEpiscopal Retirement Service…$18MThe Health Federation of Philadelphia 403(b) PlanThe Health Federation of Phi…$18M
End-of-year total assets ($M) among St. Stephen's Episcopal School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$409K
Employer EIN591301635
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Episcopal Day Private School of Manatee County, Inc.)

Sponsor-wide plan assets over time

All Episcopal Day Private School of Manatee County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 2.034323041726364% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M 202220232024 $17.3M $16.9M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 118 $17M
2023 1 110 $18M
2024 1 112 $17M

Nearby Other Plans in Florida

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

St. Stephen's Episcopal School Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants St. Stephen's Episcopal School Retirement Plan, Total assets ($B): 0.017699021 · Participants: 110St. Stephen's Episcopal School Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
St. Stephen's Episcopal School Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare St. Stephen's Episcopal School Retirement Plan side-by-side with 3 peers →

St. Stephen's Episcopal School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Art Institute of Chicago Tax Deferred Savings Program in IL ($18M); by covered participants it is Sreb Retirement Plan in GA (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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. Stephen's Episcopal School Retirement Plan assets move in 2023? ▼
St. Stephen's Episcopal School Retirement Plan edged up modestly - up 2.4% during 2023, from $17M to $18M. Reported net income was $409K.
How have Episcopal Day Private School of Manatee County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Episcopal Day Private School of Manatee County, Inc.'s sponsor-wide assets declined 2.0%, from $17M to $17M.
Which Other plans are similar in size to St. Stephen's Episcopal School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Art Institute of Chicago Tax Deferred Savings Program in IL ($18M, 1,855 participants).
Which Other plans cover a similar participant headcount to St. Stephen's Episcopal School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sreb Retirement Plan in GA (110 participants, $49M 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 591301635.

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.