Other · DOL Form 5500 · 2023

Saint James School Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
108
Participants Small participant base
63rd
Percentile by assets National rank
$115,414
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint James School Retirement · Sponsored by Saint James School · Alabama · Educational Services

$12M in assets, 108 participants

Saint James School's Saint James School Retirement reported $12M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,722 in Educational Services (3,735 peers)

Coverage in Alabama

Saint James School Retirement covers 108 participants in Alabama, about 30% of the average Alabama filer (state average ~360 per filing). Assets: $12M.

#1,722
in Educational Services (3,735 peers)
+3.7%
assets growth YoY

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

Saint James School Retirement vs every filed plan by assets

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

$12,464,705 Top 37% higher than 63% 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 Retirement 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 James School Retirement sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint James School Retirement reported net income rose from -$2M in the plan year 2022 filing to $443K in the plan year 2023 filing.
  • Saint James School Retirement reported participants rose from 101 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Saint James School Retirement end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630366280 · Saint James School PY 2023 · Other

Saint James School Retirement · $12M · 108 · 63rd

  • ASSETS $12M
  • PCT 108
  • EIN 63rd
  • RANK Other
  • PHOTO near 403(b) Plan for Employees of Jri
  • IND ind #1722

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 Retirement in the asset neighbourhood

Southern Oregon Head Start Retirement PlanSouthern Oregon Head Start R…$12MWestern Youth Services 403(b) Retirement Savings and Incentive PlanWestern Youth Services 403(b…$12MSaint James School Retirement$12M403(b) Plan for Employees of Jri403(b) Plan for Employees of…$12MThe Children's Home of Poughkeepsie 403(b) PlanThe Children's Home of Pough…$12M
End-of-year total assets ($M) among Saint James School Retirement and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$443K
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 Retirement vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Saint James School Retirement, Total assets ($B): 0.012464705 · Participants: 108Saint James School RetirementUniversity 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 Retirement vs. nearby Other plans in Alabama, assets vs. participants
Compare Saint James School Retirement side-by-side with 3 peers →

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

Outside Alabama, the nearest Other by assets is 403(b) Plan for Employees of Jri in MA ($12M); by covered participants it is Buffalo Bill Historical Center Tda in WY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Retirement assets move in 2023? ▼
Saint James School Retirement edged up modestly - up 3.7% during 2023, from $12M to $12M. Reported net income was $443K.
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 Retirement? ▼
Among Other plans in other states, the closest by assets is 403(b) Plan for Employees of Jri in MA ($12M, 87 participants).
Which Other plans cover a similar participant headcount to Saint James School Retirement? ▼
Among Other plans in other states, the closest by covered participants is Buffalo Bill Historical Center Tda in WY (108 participants, $4M 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.