Other · DOL Form 5500 · 2023

Saint James School Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
69
Participants Small participant base
56th
Percentile by assets National rank
$129,336
Avg per participant Near avg balance/head
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Official DOL plan name: Saint James School Tda · Sponsored by Saint James School · Alabama · Educational Services

$9M in assets, 69 participants

Saint James School's Saint James School Tda reported $9M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,465 in Educational Services (3,735 peers)

What the 2023 filing shows

Saint James School Tda holds $9M for 69 participants - about $129,336 per participant, above the median plan by assets.

#1,465
in Educational Services (3,735 peers)
+5.6%
assets growth YoY

Saint James School Tda's mid-pack asset rank among Educational Services and all filers

Saint James School Tda vs every filed plan by assets

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

$8,924,191 Top 44% higher than 56% 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 James School Tda among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint James School Tda is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint James School Tda reported net income rose from -$1M in the plan year 2022 filing to $477K in the plan year 2023 filing.
  • Saint James School Tda end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Saint James School Tda reported participants fell from 70 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630366280 · Saint James School PY 2023 · Other

Saint James School Tda · $9M · 69 · 56th

  • SCH $9M
  • EBSA 69
  • PART 56th
  • TYPE Other
  • NET near Visiting Nurse Association of Southeastern Connecticut Pension Plan
  • BOOK ind #1465

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 Alabama →

Saint James School Tda in the asset neighbourhood

Visiting Nurse Association of Southeastern Connecticut Pension PlanVisiting Nurse Association o…$9MIatse Local 127 Pension Plan$9MSaint James School Tda$9M403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.403(b) Tax-Deferred Annuity …$9MTri State Community Health Center Tax Sheltered Savings PlanTri State Community Health C…$9M
End-of-year total assets ($M) among Saint James School Tda and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$477K
Employer EIN630366280
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint James School)

Sponsor-wide plan assets over time

All Saint James School plans reported in each filing year

Latest sponsor-wide plan assets
$21M 4.494057772318901% vs 2022
2023 filing year
$20M$20.5M$21M$21.5M 20222023 $20.5M $21.4M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 171 $20M
2023 2 177 $21M

Nearby Other Plans in Alabama

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

Saint James School Tda vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Saint James School Tda, Total assets ($B): 0.008924191 · Participants: 69Saint James School TdaUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Saint James School Tda vs. nearby Other plans in Alabama, assets vs. participants
Compare Saint James School Tda side-by-side with 3 peers →

Saint James School Tda's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Visiting Nurse Association of Southeastern Connecticut Pension Plan in CT ($9M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 James School Tda assets move in 2023? ▼
Saint James School Tda grew at a solid clip - up 5.6% during 2023, from $8M to $9M. Reported net income was $477K.
How have Saint James School plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Saint James School's sponsor-wide assets grew 4.5%, from $20M to $21M.
Which Other plans are similar in size to Saint James School Tda? ▼
Among Other plans in other states, the closest by assets is Visiting Nurse Association of Southeastern Connecticut Pension Plan in CT ($9M, 143 participants).
Which Other plans cover a similar participant headcount to Saint James School Tda? ▼
Among Other plans in other states, the closest by covered participants is Urban Corps of San Diego County 403(b) Plan in CA (69 participants, $915K 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 630366280.

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.