Other · DOL Form 5500 · 2024

Providence Academy Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
140
Participants Small participant base
72nd
Percentile by assets National rank
$158,394
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Providence Academy Defined Contribution Retirement Plan · Sponsored by Providence Academy · Minnesota · Educational Services

$22M in assets, 140 participants

Providence Academy's Providence Academy Defined Contribution Retirement Plan reported $22M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,013 in Educational Services (3,638 peers)

Coverage in Minnesota

Providence Academy Defined Contribution Retirement Plan covers 140 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.

#2,013
in Educational Services (3,638 peers)
+10.8%
assets growth YoY

Providence Academy Defined Contribution Retirement Plan's outsized position by total assets

Providence Academy Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,175,142 Top 28% higher than 72% of 123,620 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 2024

Providence Academy Defined Contribution Retirement 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. Providence Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Providence Academy Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Providence Academy Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411883866 · Providence Academy PY 2024 · Other

Providence Academy Defined Contribution Retirement Plan · $22M · 140 · 72nd

  • IND $22M
  • IND 140
  • IND 72nd
  • IND Other
  • IND near Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan
  • IND ind #2013

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 →

Providence Academy Defined Contribution Retirement Plan in the asset neighbourhood

Providence Academy Defined Contribution Retirement PlanProvidence Academy Defined C…$22MFamily Counseling Center of Armstrong County Tax Sheltered Annuity PlanFamily Counseling Center of …$22MTusculum University 403(b) DC PlanTusculum University 403(b) D…$22MThe Cleveland Foundation Retirement PlanThe Cleveland Foundation Ret…$22MCapital City Public Charter School, Inc. 403 (B) PlanCapital City Public Charter …$22M
End-of-year total assets ($M) among Providence Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN411883866
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Providence Academy)

Sponsor-wide plan assets over time

All Providence Academy plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.11579120758271% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.2M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 114 $17M
2023 1 139 $20M
2024 1 140 $22M

Nearby Other Plans in Minnesota

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

Providence Academy Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Providence Academy Defined Contribution Retirement Plan, Total assets ($B): 0.022175142 · Participants: 140Providence Academy Defined Contribution Retirement PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
Providence Academy Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants

Providence Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan in PA ($22M); by covered participants it is The Advocacy Alliance Retirement Plan in PA (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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.

Frequently Asked Questions

How did Providence Academy Defined Contribution Retirement Plan assets move in 2024?
Providence Academy Defined Contribution Retirement Plan grew at a solid clip - up 10.8% during 2024, from $20M to $22M. Reported net income was $2M.
How have Providence Academy plan assets changed over time?
Across 3 plan years on file (2022-2024), Providence Academy's sponsor-wide assets grew 33.1%, from $17M to $22M.
Which Other plans are similar in size to Providence Academy Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan in PA ($22M, 190 participants).
Which Other plans cover a similar participant headcount to Providence Academy Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Advocacy Alliance Retirement Plan in PA (140 participants, $6M in assets).