Other · DOL Form 5500 · 2024
St. Francis Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $84,237
- Avg per participant Below avg balance/head
Official DOL plan name: St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan · Sponsored by St. Francis Day School, Inc. · Georgia · Educational Services
$17M in assets, 200 participants
St. Francis Day School, Inc.'s St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan reported $17M in total assets and 200 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.
- #1,799 in Educational Services (3,638 peers)
Coverage in Georgia
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan covers 200 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $17M.
- #1,799
- in Educational Services (3,638 peers)
- +19.9%
- assets growth YoY
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan's outsized position by total assets
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,847,452 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. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda 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. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan reported participants rose from 193 in the plan year 2023 filing to 200 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 581266732 · St. Francis Day School, Inc. PY 2024 · Other
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan · $17M · 200 · 67th
- EBSA $17M
- PART 200
- TYPE 67th
- NET Other
- BOOK near 403(b) Thrift Plan of Yakima Neighborhood Health Services
- VS-ST ind #1799
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 Georgia →
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 581266732 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Francis Day School, Inc.)
Sponsor-wide plan assets over time
All St. Francis Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 40.061538297826175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $12M |
| 2023 | 1 | 193 | $14M |
| 2024 | 1 | 200 | $17M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
St. Francis Day School Defined Contribution Plan St. Francis Day School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is 403(b) Thrift Plan of Yakima Neighborhood Health Services in WA ($17M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (200 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 (200 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.