Other · DOL Form 5500 · 2024

Saint David's School Retirement Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
153
Participants Small participant base
88th
Percentile by assets National rank
$476,821
Avg per participant High balance/head
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Official DOL plan name: Saint David's School Retirement Plan · Sponsored by Saint David's School · New York · Educational Services

$73M in assets, 153 participants

Saint David's School's Saint David's School Retirement Plan reported $73M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,847 in Educational Services (3,638 peers)

Coverage in New York

Saint David's School Retirement Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $73M.

#2,847
in Educational Services (3,638 peers)
+11.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Saint David's School Retirement Plan's outsized position by total assets

Saint David's School Retirement Plan vs every filed plan by assets

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

$72,953,637 Top 12% higher than 88% 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

Saint David's School 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. Saint David's School Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saint David's School Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Saint David's School Retirement Plan end-of-year assets rose from $66M in the plan year 2023 filing to $73M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131655283 · Saint David's School PY 2024 · Other

Saint David's School Retirement Plan · $73M · 153 · 88th

  • NET $73M
  • BOOK 153
  • VS-ST 88th
  • BOY Other
  • SCH near Astm Tax Sheltered Savings Plan
  • EBSA ind #2847

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 →

Saint David's School Retirement Plan in the asset neighbourhood

San Francisco Museum of Modern Art Retirement PlanSan Francisco Museum of Mode…$73MLincoln Memorial University Defined Contribution Retirement PlanLincoln Memorial University …$73MAstm Tax Sheltered Savings PlanAstm Tax Sheltered Savings P…$73MSaint David's School Retirement PlanSaint David's School Retirem…$73MMarietta Health Care Physicians, Inc. 403(b) PlanMarietta Health Care Physici…$73M
End-of-year total assets ($M) among Saint David's School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$73M
Net Income$7M
Employer EIN131655283
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint David's School)

Sponsor-wide plan assets over time

All Saint David's School plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.37870754631885% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.1M $73M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 143 $55M
2023 1 152 $66M
2024 1 153 $73M

Nearby Other Plans in New York

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

Saint David's School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Saint David's School Retirement Plan, Total assets ($B): 0.072953637 · Participants: 153Saint David's School Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Saint David's School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Saint David's School Retirement Plan side-by-side with 3 peers →

Saint David's School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Astm Tax Sheltered Savings Plan in PA ($73M); by covered participants it is Vivalon, Inc. 403(b) Plan in CA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Saint David's School Retirement Plan assets move in 2024? ▼
Saint David's School Retirement Plan grew at a solid clip - up 11.3% during 2024, from $66M to $73M. Reported net income was $7M.
How have Saint David's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint David's School's sponsor-wide assets grew 32.4%, from $55M to $73M.
Where does Saint David's School Retirement Plan rank by assets among Form 5500 filers? ▼
Saint David's School Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Saint David's School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Astm Tax Sheltered Savings Plan in PA ($73M, 297 participants).
Which Other plans cover a similar participant headcount to Saint David's School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Vivalon, Inc. 403(b) Plan in CA (153 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131655283.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.