St. Paul'S School 403(B) Retirement Plan — Form 5500 plan (The St. Paul'S Schools 403(B) Retirement Plan)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, St. Paul'S School 403(B) Retirement Plan is a benefit plan reported by The St. Paul'S Schools 403(B) Retirement Plan under EIN 82-4860014 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $79,513,214 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$79.5MPlan net assets, end of year$79,513,214
Participants818Covered participants reported
Assets / participant$97.2KComputed: assets ÷ participants$97,204 (computed)
Provider compensation$76K2 Schedule C provider row(s)$76,036
Plan sponsor
The St. Paul'S Schools 403(B) Retirement Plan
EIN
82-4860014
Plan number
001
Plan type
2
Location
Brooklandville, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    818 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$79.5M total assets
Net assets$79.5MLiabilities
Money in vs. money out
Total income / additions$14.5M
Total expenses$5.9M
Benefits paid / distributions$5.8M
Contributions
Employer$1.5M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$79,513,214
Net assets (EOY)
$79,513,214
Net assets (BOY)
$68,222,263

Income & contributions

Employer contributions
$1,510,976
Participant contributions
$2,018,877
Total contributions
$3,953,535
Total income / additions
$14,527,248

Expenses & distributions

Benefits paid
$5,784,930
Administrative expenses
$75,385
Total expenses
$5,860,315
Net increase / (decrease)
$8,666,933
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa$68.5K
    RECORDKEEPER · Direct $68.5K · Indirect $0
  2. 2
    ADVISOR · Direct $7.5K

What to inspect next

Frequently asked questions

Who sponsors the St. Paul'S School 403(B) Retirement Plan?
St. Paul'S School 403(B) Retirement Plan is reported as sponsored by The St. Paul'S Schools 403(B) Retirement Plan (EIN 82-4860014, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for St. Paul'S School 403(B) Retirement Plan?
The latest Form 5500 filing year loaded for St. Paul'S School 403(B) Retirement Plan is 2023.
How many participants does St. Paul'S School 403(B) Retirement Plan report?
St. Paul'S School 403(B) Retirement Plan reports 818 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for St. Paul'S School 403(B) Retirement Plan?
St. Paul'S School 403(B) Retirement Plan reports $79,513,214 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages