Other · DOL Form 5500 · 2023

St. David's Center Dba St. David's Center Child & Family Development Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
492
Participants Below avg headcount
62nd
Percentile by assets National rank
$23,564
Avg per participant Low balance/head
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Official DOL plan name: St. David's Center 403(b) Plan · Sponsored by St. David's Center Dba St. David's Center Child & Family Development · Minnesota · Educational Services

$12M in assets, 492 participants

St. David's Center Dba St. David's Center Child & Family Development's St. David's Center 403(b) Plan reported $12M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,672 in Educational Services (3,735 peers)

Coverage in Minnesota

St. David's Center 403(b) Plan covers 492 participants in Minnesota, about 44% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.

#1,672
in Educational Services (3,735 peers)
+24.4%
assets growth YoY

St. David's Center 403(b) Plan's mid-pack asset rank among Educational Services and all filers

St. David's Center 403(b) Plan vs every filed plan by assets

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

$11,593,395 Top 38% higher than 62% 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. David's Center 403(b) 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. David's Center 403(b) Plan sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. David's Center 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • St. David's Center 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • St. David's Center 403(b) Plan reported participants rose from 440 in the plan year 2022 filing to 492 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411429208 · St. David's Center Dba St. David's Center Child & Family Development PY 2023 · Other

St. David's Center 403(b) Plan · $12M · 492 · 62nd

  • EBSA $12M
  • EBSA 492
  • EBSA 62nd
  • EBSA Other
  • EBSA near Peninsula Humane Society & Spca Retirement Plan
  • EBSA ind #1672

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 →

St. David's Center 403(b) Plan in the asset neighbourhood

Catholic Charities Fort Worth 403b PlanCatholic Charities Fort Wort…$12MProject Orbis International, Inc. Retirement PlanProject Orbis International,…$12MNorth Suffolk Community Services 403(b) PlanNorth Suffolk Community Serv…$12MSt. David's Center 403(b) PlanSt. David's Center 403(b) Pl…$12MPeninsula Humane Society & Spca Retirement PlanPeninsula Humane Society & S…$12M
End-of-year total assets ($M) among St. David's Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN411429208
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. David's Center Dba St. David's Center Child & Family Development)

Sponsor-wide plan assets over time

All St. David's Center Dba St. David's Center Child & Family Development plans reported in each filing year

Latest sponsor-wide plan assets
$14M 53.53113260873042% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.32M $14.3M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 440 $9M
2023 1 492 $12M
2024 1 501 $14M

Nearby Other Plans in Minnesota

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

St. David's Center 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants St. David's Center 403(b) Plan, Total assets ($B): 0.011593395 · Participants: 492St. David's Center 403(b) 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
St. David's Center 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants

St. David's Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Peninsula Humane Society & Spca Retirement Plan in CA ($12M); by covered participants it is Shasta Community Health Center 403(b) Plan in CA (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 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. David's Center 403(b) Plan assets move in 2023?
St. David's Center 403(b) Plan grew sharply - up 24.4% during 2023, from $9M to $12M. Reported net income was $2M.
How have St. David's Center Dba St. David's Center Child & Family Development plan assets changed over time?
Across 3 plan years on file (2022-2024), St. David's Center Dba St. David's Center Child & Family Development's sponsor-wide assets grew 53.5%, from $9M to $14M.
Which Other plans are similar in size to St. David's Center 403(b) Plan?
Among Other plans in other states, the closest by assets is Peninsula Humane Society & Spca Retirement Plan in CA ($12M, 126 participants).
Which Other plans cover a similar participant headcount to St. David's Center 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Shasta Community Health Center 403(b) Plan in CA (492 participants, $32M in assets).