Other
2024 plan-year Other DOL Form 5500

Gill St. Bernard's DC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Gill St. Bernard's School · New Jersey · Educational Services

What the 2023 filing shows

Gill St. Bernard's DC Retirement Plan holds $46M for 212 participants — about $218,604 per participant, up 5.2% over the 2024 plan year.

$46M
total plan assets (2024 EOY)
212
covered participants
$218,604
avg assets per participant
+5.2%
assets growth YoY
Total Assets (2023)
$46M
Participants
212
State
Industry
Educational Services

What the Filing Says About Gill St. Bernard's DC Retirement Plan

Gill St. Bernard's DC Retirement Plan is a Other retirement plan sponsored by Gill St. Bernard's School, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $46M in total end-of-year assets and covers 212 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 221964930, and the plan has been effective since 1972-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2024 to $46M at year-end — a gain of 5.2%. Net assets (after liabilities) closed the year at $46M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$44M
Total Assets (End of Year)$46M
Net Assets (End of Year)$46M
Net Income$2M
Plan TypeOther
Employer EIN221964930
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gill St. Bernard's School)

Year Plans Participants Total Assets
2022 1 191 $38M
2023 1 199 $44M
2024 1 212 $46M

Nearby Other Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Gill St. Bernard's DC Retirement Plan?
As of the 2024 Form 5500 filing, Gill St. Bernard's DC Retirement Plan holds $46M in total assets with 212 participants. It is sponsored by Gill St. Bernard's School.
What type of plan is Gill St. Bernard's DC Retirement Plan?
Gill St. Bernard's DC Retirement Plan is a Other plan. It has been effective since 1972-07-01. The plan is filed with the U.S. Department of Labor under EIN 221964930.
Who sponsors the Gill St. Bernard's DC Retirement Plan?
Gill St. Bernard's DC Retirement Plan is sponsored by Gill St. Bernard's School, located in New Jersey. The sponsor's EIN is 221964930 and the plan operates in the Educational Services industry.
How did Gill St. Bernard's DC Retirement Plan perform in 2024?
Gill St. Bernard's DC Retirement Plan grew by 5.2% during 2024, moving from $44M to $46M in total assets. Net income was $2M.
Where can I find official filings for Gill St. Bernard's DC Retirement Plan?
Official Form 5500 filings for Gill St. Bernard's DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221964930 or plan name at efast.dol.gov.
How does Gill St. Bernard's DC Retirement Plan compare to other plans?
You can compare Gill St. Bernard's DC Retirement Plan against other Other plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 221964930.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.