Other · DOL Form 5500 · 2023

St. George's Episcopal School Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
130
Participants Small participant base
43rd
Percentile by assets National rank
$35,918
Avg per participant Low balance/head
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Official DOL plan name: St. George's Episcopal School 403b Retirement Income Plan · Sponsored by St. George's Episcopal School · Louisiana · Educational Services

$5M in assets, 130 participants

St. George's Episcopal School's St. George's Episcopal School 403b Retirement Income Plan reported $5M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,067 in Educational Services (3,735 peers)

Coverage in Louisiana

St. George's Episcopal School 403b Retirement Income Plan covers 130 participants in Louisiana, about 26% of the average Louisiana filer (state average ~495 per filing). Assets: $5M.

#1,067
in Educational Services (3,735 peers)
+16.4%
assets growth YoY

St. George's Episcopal School 403b Retirement Income Plan's mid-pack asset rank among Educational Services and all filers

St. George's Episcopal School 403b Retirement Income Plan vs every filed plan by assets

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

$4,669,381 43rd percentile higher than 43% 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. George's Episcopal School 403b Retirement Income 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. George's Episcopal School 403b Retirement Income Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. George's Episcopal School 403b Retirement Income Plan reported net income rose from -$786K in the plan year 2022 filing to $659K in the plan year 2023 filing.
  • St. George's Episcopal School 403b Retirement Income Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • St. George's Episcopal School 403b Retirement Income Plan reported participants rose from 121 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 720684077 · St. George's Episcopal School PY 2023 · Other

St. George's Episcopal School 403b Retirement Income Plan · $5M · 130 · 43rd

  • BOY $5M
  • SCH 130
  • EBSA 43rd
  • PART Other
  • TYPE near Preble Street Section 403(b) Plan
  • NET ind #1067

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 Louisiana →

St. George's Episcopal School 403b Retirement Income Plan in the asset neighbourhood

St. George's Episcopal School 403b Retirement Income PlanSt. George's Episcopal Schoo…$5MPreble Street Section 403(b) PlanPreble Street Section 403(b)…$5MSt. Mary's Home for Children 403(b) Retirement PlanSt. Mary's Home for Children…$5MLaurel Lake Retirement Community, Inc. Section 403(b) Retirement PlanLaurel Lake Retirement Commu…$5M403(b) Thrift Plan of Families Forward403(b) Thrift Plan of Famili…$5M
End-of-year total assets ($M) among St. George's Episcopal School 403b Retirement Income Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$659K
Employer EIN720684077
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. George's Episcopal School)

Sponsor-wide plan assets over time

All St. George's Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.992236895615996% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.01M $5.05M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 121 $4M
2023 1 130 $5M
2024 1 132 $5M

Nearby Other Plans in Louisiana

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

St. George's Episcopal School 403b Retirement Income Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants St. George's Episcopal School 403b Retirement Income Plan, Total assets ($M): 4.669381 · Participants: 130St. George's Episcopal School 403b Retirement Income PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
St. George's Episcopal School 403b Retirement Income Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare St. George's Episcopal School 403b Retirement Income Plan side-by-side with 3 peers →

St. George's Episcopal School 403b Retirement Income Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Preble Street Section 403(b) Plan in ME ($5M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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. George's Episcopal School 403b Retirement Income Plan assets move in 2023? ▼
St. George's Episcopal School 403b Retirement Income Plan grew sharply - up 16.4% during 2023, from $4M to $5M. Reported net income was $659K.
How have St. George's Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. George's Episcopal School's sponsor-wide assets grew 26.0%, from $4M to $5M.
Which Other plans are similar in size to St. George's Episcopal School 403b Retirement Income Plan? ▼
Among Other plans in other states, the closest by assets is Preble Street Section 403(b) Plan in ME ($5M, 288 participants).
Which Other plans cover a similar participant headcount to St. George's Episcopal School 403b Retirement Income Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants, $38M 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 720684077.

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.