Other · DOL Form 5500 · 2023

St Lukes Episcopal School Retirement Fun Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
57
Participants Small participant base
39th
Percentile by assets National rank
$64,981
Avg per participant Low balance/head
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Official DOL plan name: St Luke's Episcopal School Employee Retirement Pla · Sponsored by St Lukes Episcopal School Retirement Fun · Alabama · Educational Services

$4M in assets, 57 participants

St Lukes Episcopal School Retirement Fun's St Luke's Episcopal School Employee Retirement Pla reported $4M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #956 in Educational Services (3,735 peers)

St Lukes Episcopal School Retirement Fun multi-year trail

St Lukes Episcopal School Retirement Fun's plans moved +14.5% in assets from 2022 to 2024; this filing shows St Luke's Episcopal School Employee Retirement Pla at $4M / 57 participants.

#956
in Educational Services (3,735 peers)
+7.3%
assets growth YoY

St Luke's Episcopal School Employee Retirement Pla's mid-pack asset rank among Educational Services and all filers

St Luke's Episcopal School Employee Retirement Pla vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,703,934 39th percentile higher than 39% of 127,068 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 2023

St Luke's Episcopal School Employee Retirement Pla among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Luke's Episcopal School Employee Retirement Pla is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St Luke's Episcopal School Employee Retirement Pla reported net income rose from -$662K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • St Luke's Episcopal School Employee Retirement Pla end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • St Luke's Episcopal School Employee Retirement Pla reported participants fell from 61 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 636005690 · St Lukes Episcopal School Retirement Fun PY 2023 · Other

St Luke's Episcopal School Employee Retirement Pla · $4M · 57 · 39th

  • RANK $4M
  • PHOTO 57
  • IND 39th
  • EOY Other
  • 5500 near Laborers District Council Defined Contribution Retirement Plan
  • ASSETS ind #956

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 Alabama →

St Luke's Episcopal School Employee Retirement Pla in the asset neighbourhood

Area Substance Abuse Council Retirement PlanArea Substance Abuse Council…$4MNew Horizons Employee Savings PlanNew Horizons Employee Saving…$4MSt Luke's Episcopal School Employee Retirement PlaSt Luke's Episcopal School E…$4MLaborers District Council Defined Contribution Retirement PlanLaborers District Council De…$4MLeads 403(b) Pension Plan$4M
End-of-year total assets ($M) among St Luke's Episcopal School Employee Retirement Pla and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

St Lukes Episcopal School Retirement Fun multi-year asset trail

Sponsor-wide plan assets over time

All St Lukes Episcopal School Retirement Fun plans reported in each filing year

Latest sponsor-wide plan assets
$4M 14.534581458604896% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.45M $3.95M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 57 $4M
2024 1 60 $4M

St Lukes Episcopal School Retirement Fun filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$253K
Employer EIN636005690
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

St Luke's Episcopal School Employee Retirement Pla vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants St Luke's Episcopal School Employee Retirement Pla, Total assets ($B): 0.003703934 · Participants: 57St Luke's Episcopal School Employee Retirement PlaUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
St Luke's Episcopal School Employee Retirement Pla vs. nearby Other plans in Alabama, assets vs. participants
Compare St Luke's Episcopal School Employee Retirement Pla side-by-side with 3 peers →

St Luke's Episcopal School Employee Retirement Pla's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Laborers District Council Defined Contribution Retirement Plan in MD ($4M); by covered participants it is Antilles Schools 403(b) Plan in VI (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St Luke's Episcopal School Employee Retirement Pla assets move in 2023? ▼
St Luke's Episcopal School Employee Retirement Pla grew at a solid clip - up 7.3% during 2023, from $3M to $4M. Reported net income was $253K.
How have St Lukes Episcopal School Retirement Fun plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Lukes Episcopal School Retirement Fun's sponsor-wide assets grew 14.5%, from $3M to $4M.
Which Other plans are similar in size to St Luke's Episcopal School Employee Retirement Pla? ▼
Among Other plans in other states, the closest by assets is Laborers District Council Defined Contribution Retirement Plan in MD ($4M, 1,235 participants).
Which Other plans cover a similar participant headcount to St Luke's Episcopal School Employee Retirement Pla? ▼
Among Other plans in other states, the closest by covered participants is Antilles Schools 403(b) Plan in VI (57 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 636005690.

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.