Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SAINT MARYS SCHOOL

This Profit Sharing plan holds $17M in total assets and serves 100 participants as of 2022. It is sponsored by SAINT MARYS SCHOOL in North Carolina. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$17M
Participants
100
Industry
Educational Services

What the Filing Says About SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN

SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing retirement plan sponsored by SAINT MARYS SCHOOL, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 100 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 560532314, and the plan has been effective since 2008-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $17M at year-end — a decline of 12.6%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-2,390,567 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-2,390,567
Plan TypeProfit Sharing
Employer EIN560532314
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SAINT MARYS SCHOOL)

Year Plans Participants Total Assets
2022 1 100 $17M
2023 1 99 $18M
2024 1 93 $20M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN?
As of the 2022 Form 5500 filing, SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN holds $17M in total assets with 100 participants. It is sponsored by SAINT MARYS SCHOOL.
What type of plan is SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN?
SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing plan. It has been effective since 2008-05-01. The plan is filed with the U.S. Department of Labor under EIN 560532314.
Who sponsors the SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN?
SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN is sponsored by SAINT MARYS SCHOOL, located in North Carolina. The sponsor's EIN is 560532314 and the plan operates in the Educational Services industry.
How did SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN perform in 2022?
SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN declined by 12.6% during 2022, moving from $19M to $17M in total assets. Net income was $-2,390,567.
Where can I find official filings for SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560532314 or plan name at efast.dol.gov.
How does SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN compare to other plans?
You can compare SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN against other Profit Sharing plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 560532314.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.