Other · DOL Form 5500 · 2023

Gill St. Bernard's School Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
199
Participants Below avg headcount
84th
Percentile by assets National rank
$221,456
Avg per participant Above avg balance/head
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Official DOL plan name: Gill St. Bernard's DC Retirement Plan · Sponsored by Gill St. Bernard's School · New Jersey · Educational Services

$44M in assets, 199 participants

Gill St. Bernard's School's Gill St. Bernard's DC Retirement Plan reported $44M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,684 in Educational Services (3,735 peers)

Coverage in New Jersey

Gill St. Bernard's DC Retirement Plan covers 199 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $44M.

#2,684
in Educational Services (3,735 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gill St. Bernard's DC Retirement Plan's outsized position by total assets

Gill St. Bernard's DC Retirement Plan vs every filed plan by assets

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

$44,069,750 Top 16% higher than 84% 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

Gill St. Bernard's DC 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. Gill St. Bernard's DC Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gill St. Bernard's DC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Gill St. Bernard's DC Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Gill St. Bernard's DC Retirement Plan reported participants rose from 191 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221964930 · Gill St. Bernard's School PY 2023 · Other

Gill St. Bernard's DC Retirement Plan · $44M · 199 · 84th

  • IND $44M
  • EOY 199
  • 5500 84th
  • ASSETS Other
  • PCT near Mount Desert Island Hospital Employee Savings Plan
  • EIN ind #2684

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 Jersey →

Gill St. Bernard's DC Retirement Plan in the asset neighbourhood

The Awty International School 403(b) Retirement PlanThe Awty International Schoo…$44MGolden Valley Health Centers 403(b) PlanGolden Valley Health Centers…$44MGill St. Bernard's DC Retirement PlanGill St. Bernard's DC Retire…$44MMount Desert Island Hospital Employee Savings PlanMount Desert Island Hospital…$44MSt. Anne's Belfield, Inc. 403(b) Retirement PlanSt. Anne's Belfield, Inc. 40…$44M
End-of-year total assets ($M) among Gill St. Bernard's DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN221964930
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gill St. Bernard's School)

Sponsor-wide plan assets over time

All Gill St. Bernard's School plans reported in each filing year

Latest sponsor-wide plan assets
$46M 23.331991722963032% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.6M $46.3M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 191 $38M
2023 1 199 $44M
2024 1 212 $46M

Nearby Other Plans in New Jersey

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

Gill St. Bernard's DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Gill St. Bernard's DC Retirement Plan, Total assets ($B): 0.04406975 · Participants: 199Gill St. Bernard's DC Retirement PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Gill St. Bernard's DC Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Gill St. Bernard's DC Retirement Plan side-by-side with 3 peers →

Gill St. Bernard's DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Mount Desert Island Hospital Employee Savings Plan in ME ($44M); by covered participants it is Community Action Agency 403(b) Retirement Plan in MI (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Gill St. Bernard's DC Retirement Plan assets move in 2023? ▼
Gill St. Bernard's DC Retirement Plan grew sharply - up 17.3% during 2023, from $38M to $44M. Reported net income was $6M.
How have Gill St. Bernard's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gill St. Bernard's School's sponsor-wide assets grew 23.3%, from $38M to $46M.
Where does Gill St. Bernard's DC Retirement Plan rank by assets among Form 5500 filers? ▼
Gill St. Bernard's DC Retirement Plan ranks in the 84th 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 Gill St. Bernard's DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mount Desert Island Hospital Employee Savings Plan in ME ($44M, 551 participants).
Which Other plans cover a similar participant headcount to Gill St. Bernard's DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action Agency 403(b) Retirement Plan in MI (199 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 221964930.

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.