Other · DOL Form 5500 · 2023
Saint Edward's School Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $138,139
- Avg per participant Near avg balance/head
Official DOL plan name: St. Edward's School Defined Contribution Retirement Plan · Sponsored by Saint Edward's School · Florida · Educational Services
$22M in assets, 157 participants
Saint Edward's School's St. Edward's School Defined Contribution Retirement Plan reported $22M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,143 in Educational Services (3,735 peers)
Coverage in Florida
St. Edward's School Defined Contribution Retirement Plan covers 157 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $22M.
- #2,143
- in Educational Services (3,735 peers)
- +11.4%
- assets growth YoY
St. Edward's School Defined Contribution Retirement Plan's outsized position by total assets
St. Edward's School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,687,791 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St. Edward's School Defined Contribution 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. St. Edward's School Defined Contribution Retirement Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Edward's School Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- St. Edward's School Defined Contribution Retirement Plan reported participants rose from 130 in the plan year 2022 filing to 157 in the plan year 2023 filing.
- St. Edward's School Defined Contribution Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591059214 · Saint Edward's School PY 2023 · Other
St. Edward's School Defined Contribution Retirement Plan · $22M · 157 · 74th
- EBSA $22M
- EBSA 157
- EBSA 74th
- EBSA Other
- EBSA near Atlantic Council of the United States 403(b)DC Plan
- EBSA ind #2143
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 Florida →
St. Edward's School Defined Contribution Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 591059214 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Edward's School)
Sponsor-wide plan assets over time
All Saint Edward's School plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 13.240532453904038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $19M |
| 2023 | 1 | 157 | $22M |
| 2024 | 1 | 164 | $22M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
St. Edward's School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Atlantic Council of the United States 403(b)DC Plan in DC ($22M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Atlantic Council of the United States 403(b)DC Plan (DC) $22M · 372
- Skillpath Retirement Savings Plan (KS) $22M · 100
- Radio Free Asia Tax Deferred Annuity Plan (DC) $22M · 123
- Oclc Supplemental Plan (OH) $22M · 829
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Mount Aloysius College Consolidated Retirement Pla (PA) 157 · 0 off
- Northeast College of Health Sciences Retirement Plan (NY) 157 · 0 off
- Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan (MA) 157 · 0 off
- Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation (NY) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.