Other · DOL Form 5500 · 2024

St. Bernards School Retirement Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
109
Participants Small participant base
87th
Percentile by assets National rank
$624,781
Avg per participant High balance/head
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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.

  • #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.

#2,814
in Educational Services (3,638 peers)
+11.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

St. Bernards School Employee Retirement Plan's outsized position by total assets

St. Bernards School Employee Retirement Plan vs every filed plan by assets

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

$68,101,115 Top 13% higher than 87% 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. Bernards School Employee 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. St. Bernards School Employee Retirement Plan sits mid-pack in the medium band (109 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131255270 · St. Bernards School PY 2024 · Other

St. Bernards School Employee Retirement Plan · $68M · 109 · 87th

  • IND $68M
  • IND 109
  • IND 87th
  • IND Other
  • IND near Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan
  • IND ind #2814

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 →

St. Bernards School Employee Retirement Plan in the asset neighbourhood

Ascension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$68MPlumbers & Pipefitters Local 760 Savings and Investment PlanPlumbers & Pipefitters Local…$68MThe Harker School 403(b) Tax Deferred Annuity PlanThe Harker School 403(b) Tax…$68MSt. Bernards School Employee Retirement PlanSt. Bernards School Employee…$68MNat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement PlanNat'l Foundation for the Cen…$68M
End-of-year total assets ($M) among St. Bernards School Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$68M
Net Income$7M
Employer EIN131255270
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Bernards School)

Sponsor-wide plan assets over time

All St. Bernards School plans reported in each filing year

Latest sponsor-wide plan assets
$68M 29.800799822863883% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.5M $68.1M ▲ +29.8%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants St. Bernards School Employee Retirement Plan, Total assets ($B): 0.068101115 · Participants: 109St. Bernards School Employee 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
St. Bernards School Employee Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare St. Bernards School Employee Retirement Plan side-by-side with 3 peers →

St. Bernards School Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan in GA ($68M); by covered participants it is Intellisurvey 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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. Bernards School Employee Retirement Plan assets move in 2024? ▼
St. Bernards School Employee Retirement Plan grew at a solid clip - up 11.3% during 2024, from $61M to $68M. Reported net income was $7M.
How have St. Bernards School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Bernards School's sponsor-wide assets grew 29.8%, from $52M to $68M.
Where does St. Bernards School Employee Retirement Plan rank by assets among Form 5500 filers? ▼
St. Bernards School Employee Retirement Plan ranks in the 87th 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 St. Bernards School Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan in GA ($68M, 1,200 participants).
Which Other plans cover a similar participant headcount to St. Bernards School Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Intellisurvey 401(k) Plan in CA (109 participants, $18M 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 131255270.

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.