Other · DOL Form 5500 · 2022
St. Catherine University Retirement Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 974
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $161,225
- Avg per participant Above avg balance/head
Official DOL plan name: St. Catherine University Defined Contribution Retirement Plan · Sponsored by St. Catherine University · Minnesota · Educational Services
$157M in assets, 974 participants
St. Catherine University's St. Catherine University Defined Contribution Retirement Plan reported $157M in total assets and 974 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,661 in Educational Services (4,024 peers)
Where St. Catherine University Defined Contribution Retirement Plan sits by assets
St. Catherine University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $157M for 974 participants (~$161,225/participant), down 17.1% in 2022.
- #3,661
- in Educational Services (4,024 peers)
- -17.1%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Catherine University Defined Contribution Retirement Plan's outsized position by total assets
St. Catherine University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$157,032,873 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Catherine University Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Catherine University Defined Contribution Retirement Plan sits mid-pack in the medium band (974 participants).
EBSA filing schedule strip
Filing strip 410695509 · St. Catherine University PY 2022 · Other
St. Catherine University Defined Contribution Retirement Plan · $157M · 974 · 95th
- PHOTO $157M
- IND 974
- EOY 95th
- 5500 Other
- ASSETS near Irc 403(b) Retirement Savings Plan
- PCT ind #3661
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 Minnesota →
St. Catherine University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | -$32M |
| Employer EIN | 410695509 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Catherine University)
Sponsor-wide plan assets over time
All St. Catherine University plans reported in each filing year
- Latest sponsor-wide plan assets
- $178M 13.460067052329865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 974 | $157M |
| 2023 | 1 | 1,004 | $170M |
| 2024 | 1 | 1,029 | $178M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
St. Catherine University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Irc 403(b) Retirement Savings Plan in NY ($157M); by covered participants it is Child Care Resource Center 403b Retirement Savings Plan in CA (974 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Irc 403(b) Retirement Savings Plan (NY) $157M · 2,273
- Fhi 360 Employees' 403(b) Plan (NC) $157M · 1,182
- Nwea DC Plan (OR) $157M · 782
- The 403(b) Plan for the Employees of Central Maine Healthcare (ME) $158M · 3,371
Similar participant headcount
Nearest other-state filings by covered participants (974 participants); asset peers above are excluded.
- Child Care Resource Center 403b Retirement Savings Plan (CA) 974 · 0 off
- Brown Physicians, Inc. 403(b) Plan (RI) 973 · 1 off
- Mutual of America Life Insurance Company Savings Plan (NY) 973 · 1 off
- Denison University Retirement Plan (OH) 976 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.