Other · DOL Form 5500 · 2024
Saint David's School Retirement Plan
Data updated 2026-08-11
- $73M
- Total assets
- 153
- Participants
- 88th
- Percentile by assets
- $476,821
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $73M
- total plan assets (2024 EOY)
- 153
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $476,821
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Saint David's School Retirement Plan reports 153 participants - about 19% of that state average ($73M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $7M |
| Employer EIN | 131655283 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint David's School)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Saint David's School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Saint David's School Retirement Plan assets move in 2024? ▼
How have Saint David's School plan assets changed over time? ▼
Where does Saint David's School Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Saint David's School Retirement Plan
Filing takeaways
Ways to act on Saint David's School Retirement Plan's numbers.
- By total assets, Saint David's School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Saint David's School's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Educational Services plans