Other · DOL Form 5500 · 2024

St. Joseph's Collegiate Institute Retirement Plan

Data updated 2026-08-11

$20M
Total assets
88
Participants
70th
Percentile by assets
$225,750
Avg per participant
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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.

  • 70th percentile by assets (of 123,622 plans)
  • #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.

$20M
total plan assets (2024 EOY)
88
covered participants
70th
percentile by assets (of 123,622 plans)
$225,750
avg assets per participant

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.

See the national 2023→2024 release diff →

St. Joseph's Collegiate Institute across 3 plan years on file

Across the 3 plan years St. Joseph's Collegiate Institute has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $20M, a gain of 11.8%, while reported participants moved from 84 to 88 (+4.8%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($18M).

St. Joseph's Collegiate Institute multi-year asset trail

$17M$18M$19M$20M$21M 202220232024 $17.8M $19.9M ▲ +11.8%
Total plan assets by year, all St. Joseph's Collegiate Institute plans on file
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 EIN160743159
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

St. Joseph's Collegiate Institute Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

St. Joseph's Collegiate Institute Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants St. Joseph's Collegi…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to St. Joseph's Collegiate Institute Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did St. Joseph's Collegiate Institute Defined Contribution Retirement Plan assets move in 2024?
St. Joseph's Collegiate Institute Defined Contribution Retirement Plan grew at a solid clip - up 7.5% during 2024, from $18M to $20M. Reported net income was $1M.
How have St. Joseph's Collegiate Institute plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Joseph's Collegiate Institute's sponsor-wide assets grew 11.8%, from $18M to $20M.
Which Other plans are similar in size to St. Joseph's Collegiate Institute Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Ethiopian Community Development Council Inc. Retirement and Employee Savings Plan in VA ($20M, 372 participants).

Next read for St. Joseph's Collegiate Institute Define…

Multi-year trail

Ways to act on St. Joseph's Collegiate Institute Defined Contribution Retirement Plan's numbers.

  • By total assets, St. Joseph's Collegiate Institute Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • St. Joseph's Collegiate Institute's sponsor-wide assets have grown 11.8% since 2022 across 3 plan years on file. More Educational Services plans