Other · DOL Form 5500 · 2024

St Lukes Episcopal School Retirement Fun Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
60
Participants Small participant base
38th
Percentile by assets National rank
$65,871
Avg per participant Below avg balance/head
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Official DOL plan name: St Luke's Episcopal School Employee Retirement Pla · Sponsored by St Lukes Episcopal School Retirement Fun · Alabama · Educational Services

$4M in assets, 60 participants

St Lukes Episcopal School Retirement Fun's St Luke's Episcopal School Employee Retirement Pla reported $4M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

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

St Lukes Episcopal School Retirement Fun multi-year trail

St Lukes Episcopal School Retirement Fun's plans moved +14.5% in assets from 2022 to 2024; this filing shows St Luke's Episcopal School Employee Retirement Pla at $4M / 60 participants.

#873
in Educational Services (3,638 peers)
+6.7%
assets growth YoY

St Luke's Episcopal School Employee Retirement Pla's mid-pack asset rank among Educational Services and all filers

St Luke's Episcopal School Employee Retirement Pla vs every filed plan by assets

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

$3,952,270 38th percentile higher than 38% 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 Luke's Episcopal School Employee Retirement Pla among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Luke's Episcopal School Employee Retirement Pla is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St Luke's Episcopal School Employee Retirement Pla end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • St Luke's Episcopal School Employee Retirement Pla reported participants rose from 57 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 636005690 · St Lukes Episcopal School Retirement Fun PY 2024 · Other

St Luke's Episcopal School Employee Retirement Pla · $4M · 60 · 38th

  • EIN $4M
  • RANK 60
  • PHOTO 38th
  • IND Other
  • EOY near Equinox, Inc. 403(b) Plan
  • 5500 ind #873

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 Alabama →

St Luke's Episcopal School Employee Retirement Pla in the asset neighbourhood

Corbett Preparatory School of Ids 403(b) PlanCorbett Preparatory School o…$4MVodec 403(b)$4MAlbany Community Action Partnership 403(b) PlanAlbany Community Action Part…$4MSt Luke's Episcopal School Employee Retirement PlaSt Luke's Episcopal School E…$4MEquinox, Inc. 403(b) Plan$4M
End-of-year total assets ($M) among St Luke's Episcopal School Employee Retirement Pla and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

St Lukes Episcopal School Retirement Fun multi-year asset trail

Sponsor-wide plan assets over time

All St Lukes Episcopal School Retirement Fun plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.534581458604896% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.45M $3.95M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 57 $4M
2024 1 60 $4M

St Lukes Episcopal School Retirement Fun filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$248K
Employer EIN636005690
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

St Luke's Episcopal School Employee Retirement Pla vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants St Luke's Episcopal School Employee Retirement Pla, Total assets ($B): 0.00395227 · Participants: 60St Luke's Episcopal School Employee Retirement PlaUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.575132187 · Participants: 4817University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.127048729 · Participants: 1431Samford University 403(b) Salary Deferral and Defined Contribution PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, Inc. Savings Plan for Salaried EmployeesUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterprise 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitters Local 760 Savings and Investment Plan
St Luke's Episcopal School Employee Retirement Pla vs. nearby Other plans in Alabama, assets vs. participants
Compare St Luke's Episcopal School Employee Retirement Pla side-by-side with 3 peers →

St Luke's Episcopal School Employee Retirement Pla's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Equinox, Inc. 403(b) Plan in NY ($4M); by covered participants it is Knight Foundation Section 403(b) Plan in FL (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Luke's Episcopal School Employee Retirement Pla assets move in 2024? ▼
St Luke's Episcopal School Employee Retirement Pla grew at a solid clip - up 6.7% during 2024, from $4M to $4M. Reported net income was $248K.
How have St Lukes Episcopal School Retirement Fun plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Lukes Episcopal School Retirement Fun's sponsor-wide assets grew 14.5%, from $3M to $4M.
Which Other plans are similar in size to St Luke's Episcopal School Employee Retirement Pla? ▼
Among Other plans in other states, the closest by assets is Equinox, Inc. 403(b) Plan in NY ($4M, 293 participants).
Which Other plans cover a similar participant headcount to St Luke's Episcopal School Employee Retirement Pla? ▼
Among Other plans in other states, the closest by covered participants is Knight Foundation Section 403(b) Plan in FL (60 participants, $22M 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 636005690.

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.