Other · DOL Form 5500 · 2024
St. Paul Academy and Summit School Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 439
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $139,799
- Avg per participant Near avg balance/head
Official DOL plan name: St. Paul Academy and Summit School 403(b) DC Plan · Sponsored by St. Paul Academy and Summit School · Minnesota · Educational Services
$61M in assets, 439 participants
St. Paul Academy and Summit School's St. Paul Academy and Summit School 403(b) DC Plan reported $61M in total assets and 439 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,745 in Educational Services (3,638 peers)
Coverage in Minnesota
St. Paul Academy and Summit School 403(b) DC Plan covers 439 participants in Minnesota, about 39% of the average Minnesota filer (state average ~1,126 per filing). Assets: $61M.
- #2,745
- in Educational Services (3,638 peers)
- +7.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
St. Paul Academy and Summit School 403(b) DC Plan's outsized position by total assets
St. Paul Academy and Summit School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,371,573 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St. Paul Academy and Summit School 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Paul Academy and Summit School 403(b) DC Plan sits mid-pack in the medium band (439 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Paul Academy and Summit School 403(b) DC Plan reported participants rose from 251 in the plan year 2023 filing to 439 in the plan year 2024 filing.
- St. Paul Academy and Summit School 403(b) DC Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- St. Paul Academy and Summit School 403(b) DC Plan end-of-year assets rose from $57M in the plan year 2023 filing to $61M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410943433 · St. Paul Academy and Summit School PY 2024 · Other
St. Paul Academy and Summit School 403(b) DC Plan · $61M · 439 · 86th
- BOOK $61M
- BOOK 439
- BOOK 86th
- BOOK Other
- BOOK near Dexter Southfield, Inc. Defined Contribution Retirement Plan
- BOOK ind #2745
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 Minnesota →
St. Paul Academy and Summit School 403(b) DC Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $4M |
| Employer EIN | 410943433 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Paul Academy and Summit School)
Sponsor-wide plan assets over time
All St. Paul Academy and Summit School plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 21.79122094544159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $50M |
| 2023 | 1 | 251 | $57M |
| 2024 | 1 | 439 | $61M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
St. Paul Academy and Summit School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA ($61M); by covered participants it is The Claremont Colleges, Inc. Academic Retirement Plan in CA (439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Dexter Southfield, Inc. Defined Contribution Retirement Plan (MA) $61M · 193
- Sagent M&c, LLC 401(k) Plan (PA) $62M · 344
- North County Health Project, Inc. 403(b) Plan (CA) $62M · 789
- Oup USA Tax Deferred Annuity Plan (NY) $61M · 535
Similar participant headcount
Nearest other-state filings by covered participants (439 participants); asset peers above are excluded.
- The Claremont Colleges, Inc. Academic Retirement Plan (CA) 439 · 0 off
- Community of Hope 403(b) (DC) 439 · 0 off
- Mckinley 403(b) Plan (CA) 439 · 0 off
- Law School Admission Council Defined Contribution Retirement Plan (PA) 439 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.