401(k) · DOL Form 5500 · 2024

St. Augustine Preparatory Academy, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
284
Participants Below avg headcount
55th
Percentile by assets National rank
$33,220
Avg per participant Low balance/head
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Official DOL plan name: St. Augustine Prep Retirement Plan · Sponsored by St. Augustine Preparatory Academy, Inc. · Wisconsin · Educational Services

$9M in assets, 284 participants

St. Augustine Preparatory Academy, Inc.'s St. Augustine Prep Retirement Plan reported $9M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,354 in Educational Services (3,638 peers)

St. Augustine Preparatory Academy, Inc. multi-year trail

St. Augustine Preparatory Academy, Inc.'s plans moved +91.3% in assets from 2022 to 2024; this filing shows St. Augustine Prep Retirement Plan at $9M / 284 participants.

#1,354
in Educational Services (3,638 peers)
+40.6%
assets growth YoY

St. Augustine Prep Retirement Plan's mid-pack asset rank among Educational Services and all filers

St. Augustine Prep Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,434,386 Top 45% higher than 55% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

St. Augustine Prep 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. Augustine Prep Retirement Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Augustine Prep Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • St. Augustine Prep Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • St. Augustine Prep Retirement Plan reported participants rose from 206 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471800734 · St. Augustine Preparatory Academy, Inc. PY 2024 · 401(k)

St. Augustine Prep Retirement Plan · $9M · 284 · 55th

  • PCT $9M
  • EIN 284
  • RANK 55th
  • PHOTO 401(k)
  • IND near Century III, Inc. Retirement Trust
  • EOY ind #1354

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 Wisconsin →

St. Augustine Prep Retirement Plan in the asset neighbourhood

Decoart, Inc. 401(k) Profit Sharing PlanDecoart, Inc. 401(k) Profit …$9MSt. Augustine Prep Retirement PlanSt. Augustine Prep Retiremen…$9MCentury III, Inc. Retirement TrustCentury III, Inc. Retirement…$9MCoordinated Services Management, Inc. 401(k) Retirement PlanCoordinated Services Managem…$9MTrinity Management, LLC 401(k) PlanTrinity Management, LLC 401(…$9M
End-of-year total assets ($M) among St. Augustine Prep Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

St. Augustine Preparatory Academy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All St. Augustine Preparatory Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 91.25706744404329% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.93M $9.43M ▲ +91.3%
Year Plans Participants Total Assets
2022 1 171 $5M
2023 1 206 $7M
2024 1 284 $9M

St. Augustine Preparatory Academy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN471800734
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Augustine Prep Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants St. Augustine Prep Retirement Plan, Total assets ($B): 0.009434386 · Participants: 284St. Augustine Prep Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
St. Augustine Prep Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare St. Augustine Prep Retirement Plan side-by-side with 3 peers →

St. Augustine Prep Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Century III, Inc. Retirement Trust in SC ($9M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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.

Frequently Asked Questions

How did St. Augustine Prep Retirement Plan assets move in 2024? ▼
St. Augustine Prep Retirement Plan surged - up 40.6% during 2024, from $7M to $9M. Reported net income was $3M.
How have St. Augustine Preparatory Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Augustine Preparatory Academy, Inc.'s sponsor-wide assets grew 91.3%, from $5M to $9M.
Which 401(k) plans are similar in size to St. Augustine Prep Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Century III, Inc. Retirement Trust in SC ($9M, 164 participants).
Which 401(k) plans cover a similar participant headcount to St. Augustine Prep Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M in assets).

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 471800734.

Read our methodology - how this data is sourced, computed, and verified.

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