Other · DOL Form 5500 · 2024
Episcopal School of Jacksonville, Inc. Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 282
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $140,525
- Avg per participant Near avg balance/head
Official DOL plan name: Episcopal School of Jacksonville Defined Contribution Retirement Plan · Sponsored by Episcopal School of Jacksonville, Inc. · Florida · Educational Services
$40M in assets, 282 participants
Episcopal School of Jacksonville, Inc.'s Episcopal School of Jacksonville Defined Contribution Retirement Plan reported $40M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,451 in Educational Services (3,638 peers)
Coverage in Florida
Episcopal School of Jacksonville Defined Contribution Retirement Plan covers 282 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $40M.
- #2,451
- in Educational Services (3,638 peers)
- +13.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Episcopal School of Jacksonville Defined Contribution Retirement Plan's outsized position by total assets
Episcopal School of Jacksonville Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,628,035 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Episcopal School of Jacksonville Defined Contribution 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. Episcopal School of Jacksonville Defined Contribution Retirement Plan sits mid-pack in the medium band (282 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Episcopal School of Jacksonville Defined Contribution Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Episcopal School of Jacksonville Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Episcopal School of Jacksonville Defined Contribution Retirement Plan reported participants rose from 276 in the plan year 2023 filing to 282 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591147278 · Episcopal School of Jacksonville, Inc. PY 2024 · Other
Episcopal School of Jacksonville Defined Contribution Retirement Plan · $40M · 282 · 81st
- VS-ST $40M
- BOY 282
- SCH 81st
- EBSA Other
- PART near Douglas a. Thom Clinic, Inc. Retirement Plan
- TYPE ind #2451
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 Florida →
Episcopal School of Jacksonville Defined Contribution Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 591147278 |
| Plan Effective Date | 1968-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Episcopal School of Jacksonville, Inc.)
Sponsor-wide plan assets over time
All Episcopal School of Jacksonville, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 30.449005488511638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $30M |
| 2023 | 1 | 276 | $35M |
| 2024 | 1 | 282 | $40M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Episcopal School of Jacksonville Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Douglas a. Thom Clinic, Inc. Retirement Plan in MA ($40M); by covered participants it is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (282 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.