Other · DOL Form 5500 · 2024
St. Bernards School Retirement Plan
Data updated 2026-08-11
- $68M
- Total assets
- 109
- Participants
- 87th
- Percentile by assets
- $624,781
- Avg per participant
Official DOL plan name: St. Bernards School Employee Retirement Plan · Sponsored by St. Bernards School · New York · Educational Services
$68M in assets, 109 participants
St. Bernards School's St. Bernards School Employee Retirement Plan reported $68M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #2,814 in Educational Services (3,638 peers)
Coverage in New York
St. Bernards School Employee Retirement Plan covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $68M.
- $68M
- total plan assets (2024 EOY)
- 109
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $624,781
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Bernards School Employee Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- St. Bernards School Employee Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- St. Bernards School Employee Retirement Plan reported participants rose from 101 in the plan year 2023 filing to 109 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. St. Bernards School Employee Retirement Plan reports 109 participants - about 14% of that state average ($68M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $7M |
| Employer EIN | 131255270 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Bernards School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $52M |
| 2023 | 1 | 101 | $61M |
| 2024 | 1 | 109 | $68M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
St. Bernards School Employee 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 St. Bernards School Employee Retirement Plan by total assets, not by location.
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) $68M · 1,200
- The Harker School 403(b) Tax Deferred Annuity Plan (CA) $68M · 1,241
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) $68M · 1,343
- Ascension Healthcare Legacy ERISA 403(b) Plan (MO) $68M · 840
Frequently Asked Questions
How did St. Bernards School Employee Retirement Plan assets move in 2024? ▼
How have St. Bernards School plan assets changed over time? ▼
Where does St. Bernards School Employee Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for St. Bernards School Employee Retirement …
Filing takeaways
Ways to act on St. Bernards School Employee Retirement Plan's numbers.
- By total assets, St. Bernards School Employee 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
- St. Bernards School's sponsor-wide assets have grown 29.8% since 2022 across 3 plan years on file. More Educational Services plans