Other · DOL Form 5500 · 2024
St. Paul's Day School of Oakland Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $201,495
- Avg per participant Above avg balance/head
Official DOL plan name: St. Paul's Episcopal School Defined Contribution Retirement Plan · Sponsored by St. Paul's Day School of Oakland · California · Educational Services
$14M in assets, 69 participants
St. Paul's Day School of Oakland's St. Paul's Episcopal School Defined Contribution Retirement Plan reported $14M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,662 in Educational Services (3,638 peers)
St. Paul's Day School of Oakland multi-year trail
St. Paul's Day School of Oakland's plans moved +38.0% in assets from 2022 to 2024; this filing shows St. Paul's Episcopal School Defined Contribution Retirement Plan at $14M / 69 participants.
- #1,662
- in Educational Services (3,638 peers)
- +14.4%
- assets growth YoY
St. Paul's Episcopal School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
St. Paul's Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,903,136 Top 37% higher than 63% 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. Paul's Episcopal School Defined Contribution Retirement Plan 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. Paul's Episcopal School Defined Contribution Retirement Plan is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Paul's Episcopal School Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- St. Paul's Episcopal School Defined Contribution Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- St. Paul's Episcopal School Defined Contribution Retirement Plan reported participants rose from 67 in the plan year 2023 filing to 69 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941525621 · St. Paul's Day School of Oakland PY 2024 · Other
St. Paul's Episcopal School Defined Contribution Retirement Plan · $14M · 69 · 63rd
- EOY $14M
- 5500 69
- ASSETS 63rd
- PCT Other
- EIN near Charles Cole Memorial Hospital Retirement Savings Plan
- RANK ind #1662
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 California →
St. Paul's Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood
St. Paul's Day School of Oakland multi-year asset trail
Sponsor-wide plan assets over time
All St. Paul's Day School of Oakland plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 38.03813421289794% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $10M |
| 2023 | 1 | 67 | $12M |
| 2024 | 1 | 69 | $14M |
St. Paul's Day School of Oakland filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 941525621 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
St. Paul's Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Charles Cole Memorial Hospital Retirement Savings Plan in PA ($14M); by covered participants it is American Public Health Association Defined Contribution Retirement Plan in DC (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
- American Public Health Association Defined Contribution Retirement Plan (DC) 69 · 0 off
- Tortilleria Atotonilco, Inc. Profit Sharing Plan (IL) 69 · 0 off
- Institute for Public Health Innovation 403(b) Retirement Plan (DC) 69 · 0 off
- Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan (TN) 69 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.