Other · DOL Form 5500 · 2024
Saint Edward's School Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $134,461
- Avg per participant Near avg balance/head
Official DOL plan name: St. Edward's School Defined Contribution Retirement Plan · Sponsored by Saint Edward's School · Florida · Educational Services
$22M in assets, 164 participants
Saint Edward's School's St. Edward's School Defined Contribution Retirement Plan reported $22M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,007 in Educational Services (3,638 peers)
Coverage in Florida
St. Edward's School Defined Contribution Retirement Plan covers 164 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $22M.
- #2,007
- in Educational Services (3,638 peers)
- +1.7%
- assets growth YoY
St. Edward's School Defined Contribution Retirement Plan's outsized position by total assets
St. Edward's School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,051,595 Top 28% higher than 72% 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. Edward's School 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. St. Edward's School Defined Contribution Retirement Plan sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Edward's School Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $364K in the plan year 2024 filing.
- St. Edward's School Defined Contribution Retirement Plan reported participants rose from 157 in the plan year 2023 filing to 164 in the plan year 2024 filing.
- St. Edward's School Defined Contribution Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591059214 · Saint Edward's School PY 2024 · Other
St. Edward's School Defined Contribution Retirement Plan · $22M · 164 · 72nd
- SCH $22M
- SCH 164
- SCH 72nd
- SCH Other
- SCH near 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc.
- SCH ind #2007
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. Edward's School Defined Contribution Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $364K |
| Employer EIN | 591059214 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Edward's School)
Sponsor-wide plan assets over time
All Saint Edward's School plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 13.240532453904038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $19M |
| 2023 | 1 | 157 | $22M |
| 2024 | 1 | 164 | $22M |
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. Edward's School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK ($22M); by covered participants it is Nachri Tax Deferred Annuity Plan in KS (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Nachri Tax Deferred Annuity Plan (KS) 164 · 0 off
- Nib Tda Plan (VA) 164 · 0 off
- Crisp Shared Services, Inc. 403(b) Retirement Readiness Plan (MD) 164 · 0 off
- Sarah Seneca Residential Services, Inc. 401(k) Profit Sharing Plan (CT) 164 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.