Other · DOL Form 5500 · 2022

University of St. Thomas Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
751
Participants Near avg headcount
89th
Percentile by assets National rank
$76,535
Avg per participant Below avg balance/head
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Official DOL plan name: University of St. Thomas 403(b) Retirement Plan · Sponsored by University of St. Thomas · Texas · Educational Services

$57M in assets, 751 participants

University of St. Thomas's University of St. Thomas 403(b) Retirement Plan reported $57M in total assets and 751 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,211 in Educational Services (4,024 peers)

Where University of St. Thomas 403(b) Retirement Plan sits by assets

University of St. Thomas 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 751 participants (~$76,535/participant), down 17.4% in 2022.

#3,211
in Educational Services (4,024 peers)
-17.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of St. Thomas 403(b) Retirement Plan's outsized position by total assets

University of St. Thomas 403(b) Retirement Plan vs every filed plan by assets

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

$57,477,797 Top 11% higher than 89% 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

University of St. Thomas 403(b) 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. University of St. Thomas 403(b) Retirement Plan sits mid-pack in the medium band (751 participants).

Form 5500 schedule snapshot

Filing strip 741277664 · University of St. Thomas PY 2022 · Other

University of St. Thomas 403(b) Retirement Plan · $57M · 751 · 89th

  • 5500 $57M
  • 5500 751
  • 5500 89th
  • 5500 Other
  • 5500 near Viewpoint Educational Foundation 403(b)
  • 5500 ind #3211

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 →

University of St. Thomas 403(b) Retirement Plan in the asset neighbourhood

The Berkeley Carroll School Retirement PlanThe Berkeley Carroll School …$58MGrace Church School Retirement and Savings PlanGrace Church School Retireme…$58MUniversity of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$57MViewpoint Educational Foundation 403(b)Viewpoint Educational Founda…$57MNorth Country Health System, Inc. Contributory Tax Sheltered Retirement PlanNorth Country Health System,…$57M
End-of-year total assets ($M) among University of St. Thomas 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$57M
Net Income-$12M
Employer EIN741277664
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of St. Thomas)

Sponsor-wide plan assets over time

All University of St. Thomas plans reported in each filing year

Latest sponsor-wide plan assets
$71M 22.877087651776215% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.5M $70.6M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 751 $57M
2023 1 752 $64M
2024 1 869 $71M

Nearby Other Plans in Texas

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

University of St. Thomas 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants University of St. Thomas 403(b) Retirement Plan, Total assets ($B): 0.057477797 · Participants: 751University of St. Thomas 403(b) Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
University of St. Thomas 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare University of St. Thomas 403(b) Retirement Plan side-by-side with 3 peers →

University of St. Thomas 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Viewpoint Educational Foundation 403(b) in CA ($57M); by covered participants it is Legacy Treatment Services, Inc. 403b Plan in NJ (751 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (751 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 University of St. Thomas 403(b) Retirement Plan assets move in 2022? ▼
University of St. Thomas 403(b) Retirement Plan declined sharply - down 17.4% during 2022, from $70M to $57M. Reported net income was -$12M.
How have University of St. Thomas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of St. Thomas's sponsor-wide assets grew 22.9%, from $57M to $71M.
Where does University of St. Thomas 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
University of St. Thomas 403(b) Retirement Plan ranks in the 89th 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 Other plans are similar in size to University of St. Thomas 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Viewpoint Educational Foundation 403(b) in CA ($57M, 296 participants).
Which Other plans cover a similar participant headcount to University of St. Thomas 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Legacy Treatment Services, Inc. 403b Plan in NJ (751 participants, $13M 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 741277664.

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.