Other · DOL Form 5500 · 2024

St. Paul's Episcopal School Retirement Plan

Data updated 2026-08-11

$24M
Total assets
143
Participants
73rd
Percentile by assets
$166,079
Avg per participant
PlainRetire home → About this data

Official DOL plan name: St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · Sponsored by St. Paul's Episcopal School · Alabama · Educational Services

$24M in assets, 143 participants

St. Paul's Episcopal School's St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) reported $24M in total assets and 143 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #2,071 in Educational Services (3,638 peers)

Coverage in Alabama

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) covers 143 participants in Alabama, about 40% of the average Alabama filer (state average ~360 per filing). Assets: $24M.

$24M
total plan assets (2024 EOY)
143
covered participants
73rd
percentile by assets (of 123,622 plans)
$166,079
avg assets per participant

Where St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) sits by total assets

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs every filed plan by assets

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

$23,749,325 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) reported participants fell from 157 in the plan year 2023 filing to 143 in the plan year 2024 filing.
  • St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Alabama
Industry
Educational Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) reports 143 participants - about 40% of that state average ($24M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN237035434
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Paul's Episcopal School)

$20M$21M$22M$23M$24M$25M 202220232024 $21M $23.8M ▲ +13.0%
Total plan assets by year, all St. Paul's Episcopal School plans on file
Year Plans Participants Total Assets
2022 1 147 $21M
2023 1 157 $23M
2024 1 143 $24M

Nearby Other Plans in Alabama

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

St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants St Paul's Episcopal …, Total assets ($B): 0.023749325 · Participants: 143St Paul's Episcopal …University of Alabam…, Total assets ($B): 1.575132187 · Participants: 4817University of Alabam…Samford University 4…, Total assets ($B): 0.127048729 · Participants: 1431Samford University 4…Drummond Company, In…, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, In…Uab Medicine Enterpr…, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterpr…Plumbers & Pipefitte…, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitte…
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) vs. nearby Other plans in Alabama, assets vs. participants
Compare St Paul's Episcopal School Tax Deferred … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) by total assets, not by location.

Frequently Asked Questions

How did St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) assets move in 2024? ▼
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) edged up modestly - up 4.7% during 2024, from $23M to $24M. Reported net income was $1M.
How have St. Paul's Episcopal School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Paul's Episcopal School's sponsor-wide assets grew 13.1%, from $21M to $24M.
Which Other plans are similar in size to St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))? ▼
Among Other plans in other states, the closest by assets is The Allendale Columbia School Defined Contribution in NY ($24M, 118 participants).

Next read for St Paul's Episcopal School Tax Deferred …

Filing takeaways

Ways to act on St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))'s numbers.

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 237035434.

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.