Other · DOL Form 5500 · 2022
St. Mary's University Retirement Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 780
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $217,309
- Avg per participant Above avg balance/head
Official DOL plan name: St. Mary's University Defined Contribution Retirement Plan · Sponsored by St. Mary's University · Texas · Educational Services
$170M in assets, 780 participants
St. Mary's University's St. Mary's University Defined Contribution Retirement Plan reported $170M in total assets and 780 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.
- #3,681 in Educational Services (4,024 peers)
Where St. Mary's University Defined Contribution Retirement Plan sits by assets
St. Mary's University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $170M for 780 participants (~$217,309/participant), down 14.7% in 2022.
- #3,681
- in Educational Services (4,024 peers)
- -14.7%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Mary's University Defined Contribution Retirement Plan's outsized position by total assets
St. Mary's University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$169,500,756 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. Mary's 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. Mary's University Defined Contribution Retirement Plan sits mid-pack in the medium band (780 participants).
Published 5500 schedule card
Filing strip 741143128 · St. Mary's University PY 2022 · Other
St. Mary's University Defined Contribution Retirement Plan · $170M · 780 · 95th
- NET $170M
- BOOK 780
- VS-ST 95th
- BOY Other
- SCH near Archbold Medical Center, Inc. 403(b) Employees Thrift Plan
- EBSA ind #3681
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 Texas →
St. Mary's University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | -$29M |
| Employer EIN | 741143128 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Mary's University)
Sponsor-wide plan assets over time
All St. Mary's University plans reported in each filing year
- Latest sponsor-wide plan assets
- $192M 13.40405820962828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 780 | $170M |
| 2023 | 1 | 767 | $181M |
| 2024 | 1 | 677 | $192M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
St. Mary's University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Archbold Medical Center, Inc. 403(b) Employees Thrift Plan in GA ($170M); by covered participants it is Montefiore Nyack Hospital 403(b) Plan in NY (780 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) $170M · 2,658
- Atsu Employee Retirement Plan (MO) $170M · 965
- Milton Hershey School Group Supplemental Retirement Plan (PA) $169M · 1,240
- Museum of Fine Arts Defined Contribution Retirement Plan (MA) $169M · 378
Similar participant headcount
Nearest other-state filings by covered participants (780 participants); asset peers above are excluded.
- Montefiore Nyack Hospital 403(b) Plan (NY) 780 · 0 off
- Community Healthcare Network 403(b) Plan (NY) 781 · 1 off
- Nwea DC Plan (OR) 782 · 2 off
- Elon University Tax Deferred Annuity Plan (NC) 778 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.