Other · DOL Form 5500 · 2024
St. Joseph's Collegiate Institute Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $225,750
- Avg per participant Above avg balance/head
Official DOL plan name: St. Joseph's Collegiate Institute Defined Contribution Retirement Plan · Sponsored by St. Joseph's Collegiate Institute · New York · Educational Services
$20M in assets, 88 participants
St. Joseph's Collegiate Institute's St. Joseph's Collegiate Institute Defined Contribution Retirement Plan reported $20M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #1,927 in Educational Services (3,638 peers)
St. Joseph's Collegiate Institute multi-year trail
St. Joseph's Collegiate Institute's plans moved +11.8% in assets from 2022 to 2024; this filing shows St. Joseph's Collegiate Institute Defined Contribution Retirement Plan at $20M / 88 participants.
- #1,927
- in Educational Services (3,638 peers)
- +7.5%
- assets growth YoY
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan's outsized position by total assets
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,865,993 Top 30% higher than 70% 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. Joseph's Collegiate Institute Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Joseph's Collegiate Institute Defined Contribution Retirement Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Joseph's Collegiate Institute Defined Contribution Retirement Plan reported net income rose from $718K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- St. Joseph's Collegiate Institute Defined Contribution Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- St. Joseph's Collegiate Institute Defined Contribution Retirement Plan reported participants rose from 86 in the plan year 2023 filing to 88 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 160743159 · St. Joseph's Collegiate Institute PY 2024 · Other
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan · $20M · 88 · 70th
- EBSA $20M
- EBSA 88
- EBSA 70th
- EBSA Other
- EBSA near Ethiopian Community Development Council Inc. Retirement and Employee Savings Plan
- EBSA ind #1927
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 New York →
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in the asset neighbourhood
St. Joseph's Collegiate Institute multi-year asset trail
Sponsor-wide plan assets over time
All St. Joseph's Collegiate Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 11.795240523892513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $18M |
| 2023 | 1 | 86 | $18M |
| 2024 | 1 | 88 | $20M |
St. Joseph's Collegiate Institute filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $1M |
| Employer EIN | 160743159 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Ethiopian Community Development Council Inc. Retirement and Employee Savings Plan in VA ($20M); by covered participants it is Montgomery Child Care Association 403(b) DC Plan in MD (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Ethiopian Community Development Council Inc. Retirement and Employee Savings Plan (VA) $20M · 372
- Wolf Trap Foundation 403(b) Plan (VA) $20M · 165
- Cope Retirement 403(b) Plan (AZ) $20M · 397
- Mpfc 403b Retirement Plan (FL) $20M · 130
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.