Other · DOL Form 5500 · 2023

St. Paul's Episcopal School Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
157
Participants Small participant base
75th
Percentile by assets National rank
$144,428
Avg per participant Above avg balance/head
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Official DOL plan name: St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · Sponsored by St. Paul's Episcopal School · Alabama · Educational Services

$23M in assets, 157 participants

St. Paul's Episcopal School's St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) reported $23M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,184 in Educational Services (3,735 peers)

Coverage in Alabama

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) covers 157 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $23M.

#2,184
in Educational Services (3,735 peers)
+7.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))'s outsized position by total assets

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs every filed plan by assets

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

$22,675,246 Top 25% higher than 75% 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 Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) 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 Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) reported participants rose from 147 in the plan year 2022 filing to 157 in the plan year 2023 filing.
  • St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) 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 237035434 · St. Paul's Episcopal School PY 2023 · Other

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · $23M · 157 · 75th

  • ASSETS $23M
  • PCT 157
  • EIN 75th
  • RANK Other
  • PHOTO near Jewish Home of San Francisco 403(b) Plan
  • IND ind #2184

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 Alabama →

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) in the asset neighbourhood

Charles Armstrong School Defined Contribution Retirement PlanCharles Armstrong School Def…$23MJoseph Kushner Hebrew Academy 403(b) DC PlanJoseph Kushner Hebrew Academ…$23MSt Paul's Episcopal School Tax Deferred Annuity Plan (403(b))St Paul's Episcopal School T…$23MJewish Home of San Francisco 403(b) PlanJewish Home of San Francisco…$23MQuincy University DC Retirement PlanQuincy University DC Retirem…$23M
End-of-year total assets ($M) among St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN237035434
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Paul's Episcopal School)

Sponsor-wide plan assets over time

All St. Paul's Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$24M 13.050039178307065% vs 2022
2024 filing year
$20M$21M$22M$23M$24M$25M 202220232024 $21M $23.8M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 147 $21M
2023 1 157 $23M
2024 1 143 $24M

Nearby Other Plans in Alabama

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

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)), Total assets ($B): 0.022675246 · Participants: 157St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs. nearby Other plans in Alabama, assets vs. participants
Compare St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) side-by-side with 3 peers →

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))'s out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Jewish Home of San Francisco 403(b) Plan in CA ($23M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants). Same-state nearby plans are listed separately above.

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 Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) assets move in 2023? ▼
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) grew at a solid clip - up 7.9% during 2023, from $21M to $23M. Reported net income was $2M.
How have St. Paul's Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Paul's Episcopal School's sponsor-wide assets grew 13.1%, from $21M to $24M.
Where does St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) rank by assets among Form 5500 filers? ▼
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))? ▼
Among Other plans in other states, the closest by assets is Jewish Home of San Francisco 403(b) Plan in CA ($23M, 700 participants).
Which Other plans cover a similar participant headcount to St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))? ▼
Among Other plans in other states, the closest by covered participants is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants, $39M 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 237035434.

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.