Other · DOL Form 5500 · 2024
The Steward School Corporation Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $152,047
- Avg per participant Above avg balance/head
Official DOL plan name: The Steward School Defined Contribution Retirement Plan · Sponsored by The Steward School Corporation · Virginia · Educational Services
$21M in assets, 141 participants
The Steward School Corporation's The Steward School Defined Contribution Retirement Plan reported $21M in total assets and 141 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.
- #1,978 in Educational Services (3,638 peers)
Coverage in Virginia
The Steward School Defined Contribution Retirement Plan covers 141 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $21M.
- #1,978
- in Educational Services (3,638 peers)
- +11.2%
- assets growth YoY
The Steward School Defined Contribution Retirement Plan's outsized position by total assets
The Steward School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,438,657 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
The Steward 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. The Steward School Defined Contribution Retirement Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Steward School Defined Contribution Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- The Steward 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.
- The Steward School Defined Contribution Retirement Plan reported participants fell from 147 in the plan year 2023 filing to 141 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 540914765 · The Steward School Corporation PY 2024 · Other
The Steward School Defined Contribution Retirement Plan · $21M · 141 · 72nd
- 5500 $21M
- 5500 141
- 5500 72nd
- 5500 Other
- 5500 near Daymark 401(k) Plan
- 5500 ind #1978
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 Virginia →
The Steward School Defined Contribution Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 540914765 |
| Plan Effective Date | 1985-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Steward School Corporation)
Sponsor-wide plan assets over time
All The Steward School Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 25.88166429273266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $17M |
| 2023 | 1 | 147 | $19M |
| 2024 | 1 | 141 | $21M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
The Steward School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Daymark 401(k) Plan in NC ($21M); by covered participants it is Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in FL (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Daymark 401(k) Plan (NC) $21M · 871
- Out-of-Door Academy Tax Deferred Annuity Plan (FL) $21M · 178
- Russell Hospital 403(b) Plan (AL) $21M · 607
- Wichita Collegiate School 403(b) DC Plan (KS) $21M · 220
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan (FL) 141 · 0 off
- Smw Engineering Group, Inc. 401(k) Plan (AL) 141 · 0 off
- Tilton School DC Retirement Plan (NH) 141 · 0 off
- Jva, Inc. Employees' Stock Bonus Plan and Trust (CO) 141 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.