Other · DOL Form 5500 · 2023
The Blake School Retirement Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 356
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $345,226
- Avg per participant High balance/head
Official DOL plan name: The Blake School Defined Contribution Plan · Sponsored by The Blake School · Minnesota · Educational Services
$123M in assets, 356 participants
The Blake School's The Blake School Defined Contribution Plan reported $123M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,255 in Educational Services (3,735 peers)
Coverage in Minnesota
The Blake School Defined Contribution Plan covers 356 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $123M.
- #3,255
- in Educational Services (3,735 peers)
- +8.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Blake School Defined Contribution Plan's outsized position by total assets
The Blake School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,900,295 Top 7% higher than 93% 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
The Blake School Defined Contribution 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. The Blake School Defined Contribution Plan sits mid-pack in the medium band (356 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Blake School Defined Contribution Plan reported net income rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- The Blake School Defined Contribution Plan end-of-year assets rose from $113M in the plan year 2022 filing to $123M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237243247 · The Blake School PY 2023 · Other
The Blake School Defined Contribution Plan · $123M · 356 · 93rd
- 5500 $123M
- ASSETS 356
- PCT 93rd
- EIN Other
- RANK near Owensboro Health 403(b) Match Plan
- PHOTO ind #3255
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 Minnesota →
The Blake School Defined Contribution Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $9M |
| Employer EIN | 237243247 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Blake School)
Sponsor-wide plan assets over time
All The Blake School plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 12.321714245291087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $113M |
| 2023 | 1 | 356 | $123M |
| 2024 | 1 | 343 | $127M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
The Blake School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Owensboro Health 403(b) Match Plan in KY ($123M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Owensboro Health 403(b) Match Plan (KY) $123M · 1,200
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) $123M · 2,074
- Carthage College Defined Contribution Plan (WI) $123M · 382
- Institute of International Education 403(b) Retirement Plan (NY) $123M · 522
Similar participant headcount
Nearest other-state filings by covered participants (356 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.