Other · DOL Form 5500 · 2023
St. Mary's Episcopal School Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 168
- Participants Small participant base
Official DOL plan name: St. Mary's Episcopal School Defined Contribution Retirement Plan · Sponsored by St. Mary's Episcopal School · Tennessee · Educational Services
N/A in assets, 168 participants
St. Mary's Episcopal School's St. Mary's Episcopal School Defined Contribution Retirement Plan reported N/A in total assets and 168 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Tennessee
St. Mary's Episcopal School Defined Contribution Retirement Plan covers 168 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: N/A.
- $248K
- reported net income
St. Mary's Episcopal School 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. St. Mary's Episcopal School Defined Contribution Retirement Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Mary's Episcopal School Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2022 filing to $248K in the plan year 2023 filing.
- St. Mary's Episcopal School Defined Contribution Retirement Plan reported participants rose from 164 in the plan year 2022 filing to 168 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620604637 · St. Mary's Episcopal School PY 2023 · Other
St. Mary's Episcopal School Defined Contribution Retirement Plan · N/A · 168
- NET N/A
- NET 168
- NET PY 2023
- NET Other
- NET near The Head-Royce School 403(b) Plan
- NET $248K
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 Tennessee →
Tennessee filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $248K |
| Employer EIN | 620604637 |
| Plan Effective Date | 1995-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Mary's Episcopal School)
Sponsor-wide plan assets over time
All St. Mary's Episcopal School plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $28M |
| 2023 | 1 | 168 | N/A |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
St. Mary's Episcopal School Defined Contribution Retirement Plan's closest out-of-state Other peers by headcount
Outside Tennessee, the nearest Other by covered participants is The Head-Royce School 403(b) Plan in CA (168 participants; this filing: 168 participants).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- The Head-Royce School 403(b) Plan (CA) 168 · 0 off
- Logan University DC Plan (MO) 168 · 0 off
- 403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara (CA) 168 · 0 off
- West County Health Centers Inc. 403b Plan (CA) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.