Money Purchase · DOL Form 5500 · 2022
Rowland Hall, St. Mark's School Money Purchase Plan
Data updated 2026-08-11
- $34M
- Total assets
- 249
- Participants
- 84th
- Percentile by assets
- $136,112
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $34M
- total plan assets (2022 EOY)
- 249
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $136,112
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Rowland Hall, Saint Mark's School 403(b) DC Plan reports 249 participants - about 42% of that state average ($34M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$5M |
| Employer EIN | 870212477 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rowland Hall, St. Mark's School)
| 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
- Carolina Electrical Workers Retirement Fund $128M · 5,169
- Oocl (USA) Inc. Defined Contribution Pension Plan $82M · 455
- Southeastern Ironworkers Annuity Plan $33M · 3,457
- Nbcc Retirement Plan $2M · 9
- Western States Water Council Money Purchase Pension Plan $2M · 6
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Rowland Hall, Saint Mark's School 403(b) DC Plan by total assets, not by location.
Frequently Asked Questions
How did Rowland Hall, Saint Mark's School 403(b) DC Plan assets move in 2022? ▼
How have Rowland Hall, St. Mark's School plan assets changed over time? ▼
Where does Rowland Hall, Saint Mark's School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Next read for Rowland Hall, Saint Mark's School 403(b)…
Filing takeaways
Ways to act on Rowland Hall, Saint Mark's School 403(b) DC Plan's numbers.
- By total assets, Rowland Hall, Saint Mark's School 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Utah. Compare plans
- Rowland Hall, St. Mark's School's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Educational Services plans