Other · DOL Form 5500 · 2023

Saint David's School Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
152
Participants Small participant base
88th
Percentile by assets National rank
$431,395
Avg per participant High balance/head
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Official DOL plan name: Saint David's School Retirement Plan · Sponsored by Saint David's School · New York · Educational Services

$66M in assets, 152 participants

Saint David's School's Saint David's School Retirement Plan reported $66M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,939 in Educational Services (3,735 peers)

Coverage in New York

Saint David's School Retirement Plan covers 152 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $66M.

#2,939
in Educational Services (3,735 peers)
+19.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Saint David's School Retirement Plan's outsized position by total assets

Saint David's School Retirement Plan vs every filed plan by assets

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

$65,572,057 Top 12% higher than 88% 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

Saint David's 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. Saint David's School Retirement Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint David's School Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Saint David's School Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Saint David's School Retirement Plan reported participants rose from 143 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131655283 · Saint David's School PY 2023 · Other

Saint David's School Retirement Plan · $66M · 152 · 88th

  • BOOK $66M
  • VS-ST 152
  • BOY 88th
  • SCH Other
  • EBSA near Episcopal High School Defined Contribution Retirement Plan
  • PART ind #2939

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 →

Saint David's School Retirement Plan in the asset neighbourhood

Queens University of Charlotte Retirement PlanQueens University of Charlot…$66MCarti Tax Sheltered Annuity PlanCarti Tax Sheltered Annuity …$66MEpiscopal High School Defined Contribution Retirement PlanEpiscopal High School Define…$66MSaint David's School Retirement PlanSaint David's School Retirem…$66MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$66M
End-of-year total assets ($M) among Saint David's School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$66M
Net Income$10M
Employer EIN131655283
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint David's School)

Sponsor-wide plan assets over time

All Saint David's School plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.37870754631885% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.1M $73M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 143 $55M
2023 1 152 $66M
2024 1 153 $73M

Nearby Other Plans in New York

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

Saint David's School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Saint David's School Retirement Plan, Total assets ($B): 0.065572057 · Participants: 152Saint David's School Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Saint David's School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Saint David's School Retirement Plan side-by-side with 3 peers →

Saint David's School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Episcopal High School Defined Contribution Retirement Plan in VA ($66M); by covered participants it is The Boston Architectural College 403(b) Retirement Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Saint David's School Retirement Plan assets move in 2023? ▼
Saint David's School Retirement Plan grew sharply - up 19.0% during 2023, from $55M to $66M. Reported net income was $10M.
How have Saint David's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint David's School's sponsor-wide assets grew 32.4%, from $55M to $73M.
Where does Saint David's School Retirement Plan rank by assets among Form 5500 filers? ▼
Saint David's School Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Saint David's School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Episcopal High School Defined Contribution Retirement Plan in VA ($66M, 178 participants).
Which Other plans cover a similar participant headcount to Saint David's School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Boston Architectural College 403(b) Retirement Plan in MA (152 participants, $13M 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 131655283.

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.