Other · DOL Form 5500 · 2023

Augustine Institute, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
165
Participants Small participant base
51st
Percentile by assets National rank
$43,323
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Augustine Institute Retirement Plan · Sponsored by Augustine Institute, Inc. · Colorado · Educational Services

$7M in assets, 165 participants

Augustine Institute, Inc.'s Augustine Institute Retirement Plan reported $7M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,320 in Educational Services (3,735 peers)

Coverage in Colorado

Augustine Institute Retirement Plan covers 165 participants in Colorado, about 44% of the average Colorado filer (state average ~376 per filing). Assets: $7M.

#1,320
in Educational Services (3,735 peers)
+45.2%
assets growth YoY

Augustine Institute Retirement Plan's mid-pack asset rank among Educational Services and all filers

Augustine Institute Retirement Plan vs every filed plan by assets

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

$7,148,349 Top 49% higher than 51% 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

Augustine Institute 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. Augustine Institute Retirement Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Augustine Institute Retirement Plan reported net income rose from $159K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Augustine Institute Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Augustine Institute Retirement Plan reported participants rose from 139 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202349108 · Augustine Institute, Inc. PY 2023 · Other

Augustine Institute Retirement Plan · $7M · 165 · 51st

  • ASSETS $7M
  • ASSETS 165
  • ASSETS 51st
  • ASSETS Other
  • ASSETS near Minute Man Arc 403b Plan
  • ASSETS ind #1320

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 Colorado →

Augustine Institute Retirement Plan in the asset neighbourhood

Augustine Institute Retirement PlanAugustine Institute Retireme…$7MMinute Man Arc 403b Plan$7MWestern North Carolina Community Health Services 403(b) Retirement PlanWestern North Carolina Commu…$7MEmmaus Homes 403(b) Retirement PlanEmmaus Homes 403(b) Retireme…$7MMasonic Home of Virginia Employee Benefits PlanMasonic Home of Virginia Emp…$7M
End-of-year total assets ($M) among Augustine Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN202349108
Plan Effective Date2010-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Augustine Institute, Inc.)

Sponsor-wide plan assets over time

All Augustine Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 87.71010603661658% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.92M $9.24M ▲ +87.8%
Year Plans Participants Total Assets
2022 1 139 $5M
2023 1 165 $7M
2024 1 174 $9M

Nearby Other Plans in Colorado

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

Augustine Institute Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Augustine Institute Retirement Plan, Total assets ($B): 0.007148349 · Participants: 165Augustine Institute Retirement PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Augustine Institute Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Augustine Institute Retirement Plan side-by-side with 3 peers →

Augustine Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Minute Man Arc 403b Plan in MA ($7M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants). Same-state nearby plans are listed separately above.

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 Augustine Institute Retirement Plan assets move in 2023? ▼
Augustine Institute Retirement Plan surged - up 45.2% during 2023, from $5M to $7M. Reported net income was $2M.
How have Augustine Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augustine Institute, Inc.'s sponsor-wide assets grew 87.7%, from $5M to $9M.
Which Other plans are similar in size to Augustine Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Minute Man Arc 403b Plan in MA ($7M, 189 participants).
Which Other plans cover a similar participant headcount to Augustine Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants, $29M 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 202349108.

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.