Other · DOL Form 5500 · 2023
Episcopal School of Jacksonville, Inc. Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 276
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $127,039
- Avg per participant Near avg balance/head
Official DOL plan name: Episcopal School of Jacksonville Defined Contribution Retirement Plan · Sponsored by Episcopal School of Jacksonville, Inc. · Florida · Educational Services
$35M in assets, 276 participants
Episcopal School of Jacksonville, Inc.'s Episcopal School of Jacksonville Defined Contribution Retirement Plan reported $35M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,515 in Educational Services (3,735 peers)
Coverage in Florida
Episcopal School of Jacksonville Defined Contribution Retirement Plan covers 276 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $35M.
- #2,515
- in Educational Services (3,735 peers)
- +15.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Episcopal School of Jacksonville Defined Contribution Retirement Plan's outsized position by total assets
Episcopal School of Jacksonville Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,062,806 Top 19% higher than 81% 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
Episcopal School of Jacksonville 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. Episcopal School of Jacksonville Defined Contribution Retirement Plan sits mid-pack in the medium band (276 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Episcopal School of Jacksonville Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Episcopal School of Jacksonville Defined Contribution Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Episcopal School of Jacksonville Defined Contribution Retirement Plan reported participants rose from 269 in the plan year 2022 filing to 276 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591147278 · Episcopal School of Jacksonville, Inc. PY 2023 · Other
Episcopal School of Jacksonville Defined Contribution Retirement Plan · $35M · 276 · 81st
- 5500 $35M
- ASSETS 276
- PCT 81st
- EIN Other
- RANK near Childserve Employee Retirement Plan
- PHOTO ind #2515
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 →
Episcopal School of Jacksonville Defined Contribution Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 591147278 |
| Plan Effective Date | 1968-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Episcopal School of Jacksonville, Inc.)
Sponsor-wide plan assets over time
All Episcopal School of Jacksonville, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 30.449005488511638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $30M |
| 2023 | 1 | 276 | $35M |
| 2024 | 1 | 282 | $40M |
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
Episcopal School of Jacksonville Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Childserve Employee Retirement Plan in IA ($35M); by covered participants it is Cal Poly Humboldt Sponsored Programs Foundation 403(b) DC Plan in CA (276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Childserve Employee Retirement Plan (IA) $35M · 1,460
- Excelsior University Supplemental 403(b) Plan (NY) $35M · 546
- Rockford University Retirement Savings Plan (IL) $35M · 241
- The Fay School Defined Contribution Retirement Plan (MA) $35M · 143
Similar participant headcount
Nearest other-state filings by covered participants (276 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.