Other · DOL Form 5500 · 2024
Episcopal Day Private School of Manatee County, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $151,235
- Avg per participant Above avg balance/head
Official DOL plan name: St. Stephen's Episcopal School Retirement Plan · Sponsored by Episcopal Day Private School of Manatee County, Inc. · Florida · Educational Services
$17M in assets, 112 participants
Episcopal Day Private School of Manatee County, Inc.'s St. Stephen's Episcopal School Retirement Plan reported $17M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #1,807 in Educational Services (3,638 peers)
Coverage in Florida
St. Stephen's Episcopal School Retirement Plan covers 112 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #1,807
- in Educational Services (3,638 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $761K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Stephen's Episcopal School Retirement Plan's outsized position by total assets
St. Stephen's Episcopal School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,938,340 Top 33% higher than 67% 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
St. Stephen's Episcopal School 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. Stephen's Episcopal School Retirement Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Stephen's Episcopal School Retirement Plan reported net income fell from $409K in the plan year 2023 filing to -$761K in the plan year 2024 filing.
- St. Stephen's Episcopal School Retirement Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- St. Stephen's Episcopal School Retirement Plan reported participants rose from 110 in the plan year 2023 filing to 112 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 591301635 · Episcopal Day Private School of Manatee County, Inc. PY 2024 · Other
St. Stephen's Episcopal School Retirement Plan · $17M · 112 · 67th
- EOY $17M
- EOY 112
- EOY 67th
- EOY Other
- EOY near The Phillips Collection Tax Deferred Plan
- EOY ind #1807
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 →
St. Stephen's Episcopal School Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$761K |
| Employer EIN | 591301635 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Episcopal Day Private School of Manatee County, Inc.)
Sponsor-wide plan assets over time
All Episcopal Day Private School of Manatee County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 2.034323041726364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $17M |
| 2023 | 1 | 110 | $18M |
| 2024 | 1 | 112 | $17M |
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
St. Stephen's Episcopal School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Phillips Collection Tax Deferred Plan in DC ($17M); by covered participants it is Graduate Management Admission Council Retirement Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Graduate Management Admission Council Retirement Plan (VA) 112 · 0 off
- Unbound Retirement Plan (KS) 112 · 0 off
- Ronald Reagan Presidential Foundation 403(b) DC Plan (CA) 112 · 0 off
- Combe Products Employees Savings Plan (PR) 112 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.