401(k) ยท DOL Form 5500 ยท 2022

Marist High School 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$20M
Total assets
257
Participants
63th
Percentile by assets

Sponsored by Marist High School ยท Illinois ยท Educational Services

What the 2022 filing shows

Marist High School 401(k) Plan holds $20M for 257 participants - about $76,517 per participant, above the median plan by assets, down 15.0% over the 2022 plan year.

$20M
total plan assets (2022 EOY)
257
covered participants
63th
percentile by assets (of 84,055 plans)
$76,517
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$20M
Participants
257
State
Industry
Educational Services

What the Filing Says About Marist High School 401(k) Plan

Marist High School 401(k) Plan is a 401(k) retirement plan sponsored by Marist High School, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 257 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362516871, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end - a decline of 15.0%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-3,470,308 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-3,470,308
Plan Type401(k)
Employer EIN362516871
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marist High School)

Year Plans Participants Total Assets
2022 1 257 $20M
2023 1 263 $22M
2024 1 259 $25M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Marist High School 401(k) Plan?
As of the 2022 Form 5500 filing, Marist High School 401(k) Plan holds $20M in total assets with 257 participants. It is sponsored by Marist High School.
What type of plan is Marist High School 401(k) Plan?
Marist High School 401(k) Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 362516871.
Who sponsors the Marist High School 401(k) Plan?
Marist High School 401(k) Plan is sponsored by Marist High School, located in Illinois. The sponsor's EIN is 362516871 and the plan operates in the Educational Services industry.
How did Marist High School 401(k) Plan perform in 2022?
Marist High School 401(k) Plan declined by 15.0% during 2022, moving from $23M to $20M in total assets. Net income was $-3,470,308.
Where can I find official filings for Marist High School 401(k) Plan?
Official Form 5500 filings for Marist High School 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362516871 or plan name at efast.dol.gov.
How does Marist High School 401(k) Plan compare to other plans?
You can compare Marist High School 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362516871.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.