Other · DOL Form 5500 · 2024
St. Paul's Episcopal School Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $166,079
- Avg per participant Above avg balance/head
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.
- #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.
- #2,071
- in Educational Services (3,638 peers)
- +4.7%
- assets growth YoY
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))'s outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) 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 Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) sits mid-pack in the medium band (143 participants).
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.
EBSA filing schedule strip
Filing strip 237035434 · St. Paul's Episcopal School PY 2024 · Other
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) · $24M · 143 · 73rd
- ASSETS $24M
- ASSETS 143
- ASSETS 73rd
- ASSETS Other
- ASSETS near The Allendale Columbia School Defined Contribution
- ASSETS ind #2071
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 Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 237035434 |
| Plan Effective Date | 1980-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Paul's Episcopal School)
Sponsor-wide plan assets over time
All St. Paul's Episcopal School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 13.050039178307065% vs 2022
- 2024 filing year
| 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.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))'s out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is The Allendale Columbia School Defined Contribution in NY ($24M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- The Allendale Columbia School Defined Contribution (NY) $24M · 118
- Aua Tax Sheltered Annuity Plan (MD) $24M · 138
- Canterbury School Retirement Plan (IN) $24M · 294
- Schools for Children, Inc. 403(b) Retirement Plan (MA) $24M · 185
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- National Conference of Bar Examiners 403(b) Plan (WI) 143 · 0 off
- Community Action, Inc. Tax Sheltered Annuity Plan (MA) 143 · 0 off
- American Society of Hematology 403(b) Plan (DC) 143 · 0 off
- The Ranney School DC Retirement Plan (NJ) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.