Money Purchase · DOL Form 5500 · 2022

Rowland Hall, St. Mark's School Money Purchase Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
249
Participants Below avg headcount
84th
Percentile by assets National rank
$136,112
Avg per participant Near avg balance/head
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Official DOL plan name: Rowland Hall, Saint Mark's School 403(b) DC Plan · Sponsored by Rowland Hall, St. Mark's School · Utah · Educational Services

$34M in assets, 249 participants

Rowland Hall, St. Mark's School's Rowland Hall, Saint Mark's School 403(b) DC Plan reported $34M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,847 in Educational Services (4,024 peers)

Coverage in Utah

Rowland Hall, Saint Mark's School 403(b) DC Plan covers 249 participants in Utah, about 42% of the average Utah filer (state average ~592 per filing). Assets: $34M.

#2,847
in Educational Services (4,024 peers)
-13.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rowland Hall, Saint Mark's School 403(b) DC Plan's outsized position by total assets

Rowland Hall, Saint Mark's School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$33,891,887 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

Rowland Hall, Saint Mark's School 403(b) DC 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. Rowland Hall, Saint Mark's School 403(b) DC Plan sits mid-pack in the medium band (249 participants).

DOL schedule card

Filing strip 870212477 · Rowland Hall, St. Mark's School PY 2022 · Money Purchase

Rowland Hall, Saint Mark's School 403(b) DC Plan · $34M · 249 · 84th

  • EOY $34M
  • 5500 249
  • ASSETS 84th
  • PCT Money Purchase
  • EIN near Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan
  • RANK ind #2847

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 Utah →

Rowland Hall, Saint Mark's School 403(b) DC Plan in the asset neighbourhood

Hamamatsu Corporation Money Purchase PlanHamamatsu Corporation Money …$34MCredit Agricole Corporate and Investment Bank Money Purchase Pension PlanCredit Agricole Corporate an…$34MRowland Hall, Saint Mark's School 403(b) DC PlanRowland Hall, Saint Mark's S…$34MI.B.E.W. Local 300 - Unit 1 Pension PlanI.B.E.W. Local 300 - Unit 1 …$33MPipe Fitters Local Union #211 Defined Contribution Retirement PlanPipe Fitters Local Union #21…$33M
End-of-year total assets ($M) among Rowland Hall, Saint Mark's School 403(b) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN870212477
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rowland Hall, St. Mark's School)

Sponsor-wide plan assets over time

All Rowland Hall, St. Mark's School plans reported in each filing year

Latest sponsor-wide plan assets
$40M 18.590994948142015% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $33.9M $40.2M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 249 $34M
2023 1 265 $38M
2024 1 272 $40M

Nearby Money Purchase Plans in Utah

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

Rowland Hall, Saint Mark's School 403(b) DC Plan vs. nearby Money Purchase plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50050100150 Total assets ($M) Participants Rowland Hall, Saint Mark's School 403(b) DC Plan, Total assets ($M): 33.891887 · Participants: 249Rowland Hall, Saint Mark's School 403(b) DC PlanCarolina Electrical Workers Retirement Fund, Total assets ($M): 127.512361 · Participants: 5169Carolina Electrical Workers Retirement FundOocl (USA) Inc. Defined Contribution Pension Plan, Total assets ($M): 82.099577 · Participants: 455Oocl (USA) Inc. Defined Contribution Pension PlanSoutheastern Ironworkers Annuity Plan, Total assets ($M): 32.680263 · Participants: 3457Southeastern Ironworkers Annuity PlanNbcc Retirement Plan, Total assets ($M): 2.398693 · Participants: 9Nbcc Retirement PlanWestern States Water Council Money Purchase Pension Plan, Total assets ($M): 1.733023 · Participants: 6Western States Water Council Money Purchase Pension Plan
Rowland Hall, Saint Mark's School 403(b) DC Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Compare Rowland Hall, Saint Mark's School 403(b) DC Plan side-by-side with 3 peers →

Rowland Hall, Saint Mark's School 403(b) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside Utah, the nearest Money Purchase by assets is Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan in NY ($34M); by covered participants it is The Anerican Institute of Physics Tax Deferred Annuity Plan in MD (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rowland Hall, Saint Mark's School 403(b) DC Plan assets move in 2022? ▼
Rowland Hall, Saint Mark's School 403(b) DC Plan pulled back noticeably - down 13.1% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Rowland Hall, St. Mark's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rowland Hall, St. Mark's School's sponsor-wide assets grew 18.6%, from $34M to $40M.
Where does Rowland Hall, Saint Mark's School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Rowland Hall, Saint Mark's School 403(b) DC Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Credit Agricole Corporate and Investment Bank Money Purchase Pension Plan in NY ($34M, 34 participants).
Which Money Purchase plans cover a similar participant headcount to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Anerican Institute of Physics Tax Deferred Annuity Plan in MD (249 participants, $62M in assets).

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 870212477.

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.