Other · DOL Form 5500 · 2023
St. George's Independent School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $109,421
- Avg per participant Below avg balance/head
Official DOL plan name: St. George's Independent School 403(b) Retirement Plan · Sponsored by St. George's Independent School · Tennessee · Educational Services
$21M in assets, 192 participants
St. George's Independent School's St. George's Independent School 403(b) Retirement Plan reported $21M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,111 in Educational Services (3,735 peers)
Coverage in Tennessee
St. George's Independent School 403(b) Retirement Plan covers 192 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $21M.
- #2,111
- in Educational Services (3,735 peers)
- +2.0%
- assets growth YoY
St. George's Independent School 403(b) Retirement Plan's outsized position by total assets
St. George's Independent School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,008,825 Top 26% higher than 74% 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 Independent School 403(b) 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 Independent School 403(b) Retirement Plan sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. George's Independent School 403(b) Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $419K in the plan year 2023 filing.
- St. George's Independent School 403(b) Retirement Plan reported participants fell from 225 in the plan year 2022 filing to 192 in the plan year 2023 filing.
- St. George's Independent School 403(b) Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 621761850 · St. George's Independent School PY 2023 · Other
St. George's Independent School 403(b) Retirement Plan · $21M · 192 · 74th
- BOY $21M
- SCH 192
- EBSA 74th
- PART Other
- TYPE near Vital Strategies, Inc. 403(b) Plan
- NET ind #2111
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 Tennessee →
St. George's Independent School 403(b) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $419K |
| Employer EIN | 621761850 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. George's Independent School)
Sponsor-wide plan assets over time
All St. George's Independent School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 10.790359915026135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $21M |
| 2023 | 1 | 192 | $21M |
| 2024 | 1 | 207 | $23M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
St. George's Independent School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Vital Strategies, Inc. 403(b) Plan in NY ($21M); by covered participants it is Greater Minnesota Family Services 403(b) Plan in MN (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Vital Strategies, Inc. 403(b) Plan (NY) $21M · 161
- Community Counseling of Bristol County, Inc. Savings Plan (MA) $21M · 707
- Cnfa Retirement Plan (DC) $21M · 75
- Alaska Pacific University Retirement Plan (AK) $21M · 113
Similar participant headcount
Nearest other-state filings by covered participants (192 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.