Other · DOL Form 5500 · 2024

St. George's Episcopal School Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
132
Participants Small participant base
42nd
Percentile by assets National rank
$38,280
Avg per participant Low balance/head
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Official DOL plan name: St. George's Episcopal School 403b Retirement Income Plan · Sponsored by St. George's Episcopal School · Louisiana · Educational Services

$5M in assets, 132 participants

St. George's Episcopal School's St. George's Episcopal School 403b Retirement Income Plan reported $5M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #992 in Educational Services (3,638 peers)

Coverage in Louisiana

St. George's Episcopal School 403b Retirement Income Plan covers 132 participants in Louisiana, about 27% of the average Louisiana filer (state average ~495 per filing). Assets: $5M.

#992
in Educational Services (3,638 peers)
+8.2%
assets growth YoY

St. George's Episcopal School 403b Retirement Income Plan's mid-pack asset rank among Educational Services and all filers

St. George's Episcopal School 403b Retirement Income Plan vs every filed plan by assets

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

$5,052,930 42nd percentile higher than 42% 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

St. George's Episcopal School 403b Retirement Income 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. St. George's Episcopal School 403b Retirement Income Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. George's Episcopal School 403b Retirement Income Plan reported net income fell from $659K in the plan year 2023 filing to $384K in the plan year 2024 filing.
  • St. George's Episcopal School 403b Retirement Income Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • St. George's Episcopal School 403b Retirement Income Plan reported participants rose from 130 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 720684077 · St. George's Episcopal School PY 2024 · Other

St. George's Episcopal School 403b Retirement Income Plan · $5M · 132 · 42nd

  • SCH $5M
  • EBSA 132
  • PART 42nd
  • TYPE Other
  • NET near 403b Thrift Plan of Aloha House Inc.
  • BOOK ind #992

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 Louisiana →

St. George's Episcopal School 403b Retirement Income Plan in the asset neighbourhood

Ncrp Tax Sheltered Annuity PlanNcrp Tax Sheltered Annuity P…$5MSt. George's Episcopal School 403b Retirement Income PlanSt. George's Episcopal Schoo…$5M403b Thrift Plan of Aloha House Inc.403b Thrift Plan of Aloha Ho…$5MFriends of Youth 403(b) Retirement PlanFriends of Youth 403(b) Reti…$5MThe Oaks Academy DC Plan$5M
End-of-year total assets ($M) among St. George's Episcopal School 403b Retirement Income Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$384K
Employer EIN720684077
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. George's Episcopal School)

Sponsor-wide plan assets over time

All St. George's Episcopal School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.992236895615996% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.01M $5.05M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 121 $4M
2023 1 130 $5M
2024 1 132 $5M

Nearby Other Plans in Louisiana

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

St. George's Episcopal School 403b Retirement Income Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants St. George's Episcopal School 403b Retirement Income Plan, Total assets ($M): 5.05293 · Participants: 132St. George's Episcopal School 403b Retirement Income PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 793.640793 · Participants: 3284Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 606.871183 · Participants: 7673Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 540.832574 · Participants: 30378Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 313.482541 · Participants: 3135Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 282.251103 · Participants: 1161Loyola University Retirement Plan
St. George's Episcopal School 403b Retirement Income Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare St. George's Episcopal School 403b Retirement Income Plan side-by-side with 3 peers →

St. George's Episcopal School 403b Retirement Income Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is 403b Thrift Plan of Aloha House Inc. in HI ($5M); by covered participants it is Solomon Schechter Day School Defined Contribution Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 St. George's Episcopal School 403b Retirement Income Plan assets move in 2024? ▼
St. George's Episcopal School 403b Retirement Income Plan grew at a solid clip - up 8.2% during 2024, from $5M to $5M. Reported net income was $384K.
How have St. George's Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. George's Episcopal School's sponsor-wide assets grew 26.0%, from $4M to $5M.
Which Other plans are similar in size to St. George's Episcopal School 403b Retirement Income Plan? ▼
Among Other plans in other states, the closest by assets is 403b Thrift Plan of Aloha House Inc. in HI ($5M, 199 participants).
Which Other plans cover a similar participant headcount to St. George's Episcopal School 403b Retirement Income Plan? ▼
Among Other plans in other states, the closest by covered participants is Solomon Schechter Day School Defined Contribution Retirement Plan in MA (132 participants, $31M 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 720684077.

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.