401(k) · DOL Form 5500 · 2023

St. Augustine Preparatory Academy, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
206
Participants Below avg headcount
50th
Percentile by assets National rank
$32,577
Avg per participant Low balance/head
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Official DOL plan name: St. Augustine Prep Retirement Plan · Sponsored by St. Augustine Preparatory Academy, Inc. · Wisconsin · Educational Services

$7M in assets, 206 participants

St. Augustine Preparatory Academy, Inc.'s St. Augustine Prep Retirement Plan reported $7M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,290 in Educational Services (3,735 peers)

Coverage in Wisconsin

St. Augustine Prep Retirement Plan covers 206 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#1,290
in Educational Services (3,735 peers)
+36.0%
assets growth YoY

St. Augustine Prep Retirement Plan's mid-pack asset rank among Educational Services and all filers

St. Augustine Prep Retirement Plan vs every filed plan by assets

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

$6,710,816 Top 50% higher than 50% 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

St. Augustine Prep 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. Augustine Prep Retirement Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Augustine Prep Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • St. Augustine Prep Retirement Plan reported participants rose from 171 in the plan year 2022 filing to 206 in the plan year 2023 filing.
  • St. Augustine Prep Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 471800734 · St. Augustine Preparatory Academy, Inc. PY 2023 · 401(k)

St. Augustine Prep Retirement Plan · $7M · 206 · 50th

  • PHOTO $7M
  • PHOTO 206
  • PHOTO 50th
  • PHOTO 401(k)
  • PHOTO near Stealth Monitoring 401(k) Plan
  • PHOTO ind #1290

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 Wisconsin →

St. Augustine Prep Retirement Plan in the asset neighbourhood

St. Augustine Prep Retirement PlanSt. Augustine Prep Retiremen…$7MStealth Monitoring 401(k) PlanStealth Monitoring 401(k) Pl…$7MMpa Management Retirement PlanMpa Management Retirement Pl…$7MTextnow 401(k) Plan$7MPediatric Dental Associates and Orthodontics Retirement Plan & TrustPediatric Dental Associates …$7M
End-of-year total assets ($M) among St. Augustine Prep Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN471800734
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Augustine Preparatory Academy, Inc.)

Sponsor-wide plan assets over time

All St. Augustine Preparatory Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 91.25706744404329% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.93M $9.43M ▲ +91.3%
Year Plans Participants Total Assets
2022 1 171 $5M
2023 1 206 $7M
2024 1 284 $9M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Augustine Prep Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants St. Augustine Prep Retirement Plan, Total assets ($B): 0.006710816 · Participants: 206St. Augustine Prep Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
St. Augustine Prep Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare St. Augustine Prep Retirement Plan side-by-side with 3 peers →

St. Augustine Prep Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Stealth Monitoring 401(k) Plan in TX ($7M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 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 St. Augustine Prep Retirement Plan assets move in 2023? ▼
St. Augustine Prep Retirement Plan surged - up 36.0% during 2023, from $5M to $7M. Reported net income was $2M.
How have St. Augustine Preparatory Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Augustine Preparatory Academy, Inc.'s sponsor-wide assets grew 91.3%, from $5M to $9M.
Which 401(k) plans are similar in size to St. Augustine Prep Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stealth Monitoring 401(k) Plan in TX ($7M, 407 participants).
Which 401(k) plans cover a similar participant headcount to St. Augustine Prep Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 471800734.

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.