Other · DOL Form 5500 · 2022
Saint Marys School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $166,129
- Avg per participant Above avg balance/head
Official DOL plan name: Saint Marys School 403(b) Retirement Savings Plan · Sponsored by Saint Marys School · North Carolina · Educational Services
$17M in assets, 100 participants
Saint Marys School's Saint Marys School 403(b) Retirement Savings Plan reported $17M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,297 in Educational Services (4,024 peers)
Coverage in North Carolina
Saint Marys School 403(b) Retirement Savings Plan covers 100 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $17M.
- #2,297
- in Educational Services (4,024 peers)
- -12.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint Marys School 403(b) Retirement Savings Plan's outsized position by total assets
Saint Marys School 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,612,877 Top 26% higher than 74% 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
Saint Marys School 403(b) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Marys School 403(b) Retirement Savings Plan is a small filing (100 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 560532314 · Saint Marys School PY 2022 · Other
Saint Marys School 403(b) Retirement Savings Plan · $17M · 100 · 74th
- PHOTO $17M
- PHOTO 100
- PHOTO 74th
- PHOTO Other
- PHOTO near The Frick Collection Tax Deferred Annuity Plan
- PHOTO ind #2297
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 North Carolina →
Saint Marys School 403(b) Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 560532314 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Marys School)
Sponsor-wide plan assets over time
All Saint Marys School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 22.58145292955579% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $17M |
| 2023 | 1 | 99 | $18M |
| 2024 | 1 | 93 | $20M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Saint Marys School 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Frick Collection Tax Deferred Annuity Plan in NY ($17M); by covered participants it is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Ronald Reagan Presidential Foundation 403(b) DC Plan (CA) 100 · 0 off
- Defiance College DC Retirement Plan (OH) 100 · 0 off
- The Alfred & Adele Davis Academy, Inc. DC Plan (GA) 100 · 0 off
- Metropolitan College of New York 403(b) DC Plan (NY) 100 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.