Other · DOL Form 5500 · 2024
St. George's Independent School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $110,201
- Avg per participant Below avg balance/head
Official DOL plan name: St. George's Independent School 403(b) Retirement Plan · Sponsored by St. George's Independent School · Tennessee · Educational Services
$23M in assets, 207 participants
St. George's Independent School's St. George's Independent School 403(b) Retirement Plan reported $23M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,039 in Educational Services (3,638 peers)
Coverage in Tennessee
St. George's Independent School 403(b) Retirement Plan covers 207 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $23M.
- #2,039
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
St. George's Independent School 403(b) Retirement Plan's outsized position by total assets
St. George's Independent School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,811,580 Top 27% higher than 73% 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. George's Independent School 403(b) 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. George's Independent School 403(b) Retirement Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. George's Independent School 403(b) Retirement Plan reported net income rose from $419K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- St. George's Independent School 403(b) Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- St. George's Independent School 403(b) Retirement Plan reported participants rose from 192 in the plan year 2023 filing to 207 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621761850 · St. George's Independent School PY 2024 · Other
St. George's Independent School 403(b) Retirement Plan · $23M · 207 · 73rd
- BOY $23M
- BOY 207
- BOY 73rd
- BOY Other
- BOY near Phelps Memorial Health Center Tax Sheltered Annuity Plan
- BOY ind #2039
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 Tennessee →
St. George's Independent School 403(b) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 621761850 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. George's Independent School)
Sponsor-wide plan assets over time
All St. George's Independent School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 10.790359915026135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $21M |
| 2023 | 1 | 192 | $21M |
| 2024 | 1 | 207 | $23M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
St. George's Independent School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Phelps Memorial Health Center Tax Sheltered Annuity Plan in NE ($23M); by covered participants it is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Lincoln Primary Care Center, Inc. 403(b) DC Plan (WV) 207 · 0 off
- Colorado Health Benefit Exchange 403(b) Plan (CO) 207 · 0 off
- Bashor Children's Home 403(b) Plan (IN) 207 · 0 off
- Watts Healthcare Corporation Money Purchase Plan (CA) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.