Other · DOL Form 5500 · 2023
St. Francis Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $72,811
- Avg per participant Below avg balance/head
Official DOL plan name: St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan · Sponsored by St. Francis Day School, Inc. · Georgia · Educational Services
$14M in assets, 193 participants
St. Francis Day School, Inc.'s St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan reported $14M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #1,805 in Educational Services (3,735 peers)
Coverage in Georgia
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan covers 193 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.
- #1,805
- in Educational Services (3,735 peers)
- +16.8%
- assets growth YoY
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan's mid-pack asset rank among Educational Services and all filers
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,052,565 Top 34% higher than 66% 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. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda 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. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 581266732 · St. Francis Day School, Inc. PY 2023 · Other
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan · $14M · 193 · 66th
- SCH $14M
- EBSA 193
- PART 66th
- TYPE Other
- NET near Northeast Missouri Health Council 403b Plan
- BOOK ind #1805
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 Georgia →
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 581266732 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Francis Day School, Inc.)
Sponsor-wide plan assets over time
All St. Francis Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 40.061538297826175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $12M |
| 2023 | 1 | 193 | $14M |
| 2024 | 1 | 200 | $17M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Northeast Missouri Health Council 403b Plan in MO ($14M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Louisville Collegiate School Defined Contribution Retirement Plan (KY) 193 · 0 off
- The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan (CA) 193 · 0 off
- Skyline Education 403(b) Plan (AZ) 193 · 0 off
- Cannon Memorial Hospital Employees Retirement Plan Agreement (SC) 193 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.