Other · DOL Form 5500 · 2023
St. George's School Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $312,657
- Avg per participant High balance/head
Official DOL plan name: St. George's School Defined Contribution Retirement Plan · Sponsored by St. George's School · Rhode Island · Educational Services
$59M in assets, 188 participants
St. George's School's St. George's School Defined Contribution Retirement Plan reported $59M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,871 in Educational Services (3,735 peers)
Coverage in Rhode Island
St. George's School Defined Contribution Retirement Plan covers 188 participants in Rhode Island, about 13% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $59M.
- #2,871
- in Educational Services (3,735 peers)
- +9.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
St. George's School Defined Contribution Retirement Plan's outsized position by total assets
St. George's School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,779,445 Top 13% higher than 87% 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. George'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. George's School Defined Contribution Retirement Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. George's School Defined Contribution Retirement Plan reported net income fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- St. George's School Defined Contribution Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $59M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 050259009 · St. George's School PY 2023 · Other
St. George's School Defined Contribution Retirement Plan · $59M · 188 · 87th
- SCH $59M
- EBSA 188
- PART 87th
- TYPE Other
- NET near Norfolk Academy Pre-Tax Savings and Retirement Plan
- BOOK ind #2871
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 Rhode Island →
St. George's School Defined Contribution Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $5M |
| Employer EIN | 050259009 |
| Plan Effective Date | 1962-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. George's School)
Sponsor-wide plan assets over time
All St. George's School plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 0.260267991195674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 189 | $54M |
| 2023 | 1 | 188 | $59M |
| 2024 | 1 | 188 | $54M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.4B · 1,272
- Lifespan Corporation 403(b)Retirement Plan $1.2B · 9,416
- Brown University Defined Contribution Deferred Vesting Retirement Plan $813M · 5,630
- Providence College 403(b) Plan $360M · 984
- Roger Williams University Retirement Plan $336M · 2,740
St. George's School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Norfolk Academy Pre-Tax Savings and Retirement Plan in VA ($59M); by covered participants it is Charlotte Christian School Retirement Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Norfolk Academy Pre-Tax Savings and Retirement Plan (VA) $59M · 253
- Neumann University Defined Contribution Retirement Plan (PA) $59M · 438
- Marin Country Day School Defined Contribution 403(b) Retirement Plan (CA) $59M · 195
- Optical Society of America Defined Contribution Retirement Plan (DC) $59M · 125
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Charlotte Christian School Retirement Plan (NC) 188 · 0 off
- 403(b) Thrift Plan of Creative Child Care, Inc. (CA) 188 · 0 off
- Saint Mary's Home of Erie 403(b) Plan (PA) 188 · 0 off
- Leaders in Our Neighborhood Charter School 403(b) DC Plan (NY) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.