Other · DOL Form 5500 · 2023

The Steward School Corporation Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
147
Participants Small participant base
72nd
Percentile by assets National rank
$131,189
Avg per participant Near avg balance/head
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Official DOL plan name: The Steward School Defined Contribution Retirement Plan · Sponsored by The Steward School Corporation · Virginia · Educational Services

$19M in assets, 147 participants

The Steward School Corporation's The Steward School Defined Contribution Retirement Plan reported $19M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,046 in Educational Services (3,735 peers)

Coverage in Virginia

The Steward School Defined Contribution Retirement Plan covers 147 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $19M.

#2,046
in Educational Services (3,735 peers)
+13.2%
assets growth YoY

The Steward School Defined Contribution Retirement Plan's outsized position by total assets

The Steward School Defined Contribution Retirement Plan vs every filed plan by assets

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

$19,284,755 Top 28% higher than 72% 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

The Steward 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. The Steward School Defined Contribution Retirement Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Steward School Defined Contribution Retirement Plan reported participants fell from 271 in the plan year 2022 filing to 147 in the plan year 2023 filing.
  • The Steward School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Steward School Defined Contribution Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540914765 · The Steward School Corporation PY 2023 · Other

The Steward School Defined Contribution Retirement Plan · $19M · 147 · 72nd

  • PCT $19M
  • PCT 147
  • PCT 72nd
  • PCT Other
  • PCT near Employee Benefit Plan of Mobridge Regional Hospital
  • PCT ind #2046

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 Virginia →

The Steward School Defined Contribution Retirement Plan in the asset neighbourhood

Knight Foundation Section 403(b) PlanKnight Foundation Section 40…$19MApla Health & Wellness 403(b) PlanApla Health & Wellness 403(b…$19MThe Elisabeth Morrow School 403(b) Retirement PlanThe Elisabeth Morrow School …$19MEmployee Benefit Plan of Mobridge Regional HospitalEmployee Benefit Plan of Mob…$19MThe Steward School Defined Contribution Retirement PlanThe Steward School Defined C…$19M
End-of-year total assets ($M) among The Steward School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN540914765
Plan Effective Date1985-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Steward School Corporation)

Sponsor-wide plan assets over time

All The Steward School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.88166429273266% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $21.4M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 271 $17M
2023 1 147 $19M
2024 1 141 $21M

Nearby Other Plans in Virginia

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

The Steward School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Steward School Defined Contribution Retirement Plan, Total assets ($B): 0.019284755 · Participants: 147The Steward School Defined Contribution Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
The Steward School Defined Contribution Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare The Steward School Defined Contribution Retirement Plan side-by-side with 3 peers →

The Steward School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Employee Benefit Plan of Mobridge Regional Hospital in SD ($19M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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.

Frequently Asked Questions

How did The Steward School Defined Contribution Retirement Plan assets move in 2023? ▼
The Steward School Defined Contribution Retirement Plan grew at a solid clip - up 13.2% during 2023, from $17M to $19M. Reported net income was $2M.
How have The Steward School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Steward School Corporation's sponsor-wide assets grew 25.9%, from $17M to $21M.
Which Other plans are similar in size to The Steward School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Mobridge Regional Hospital in SD ($19M, 247 participants).
Which Other plans cover a similar participant headcount to The Steward School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M 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 540914765.

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.