Other · DOL Form 5500 · 2022

St. Olaf College Retirement Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
716
Participants Below avg headcount
97th
Percentile by assets National rank
$380,619
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Olaf College 403(b) Retirement Plan · Sponsored by St. Olaf College · Minnesota · Educational Services

$273M in assets, 716 participants

St. Olaf College's St. Olaf College 403(b) Retirement Plan reported $273M in total assets and 716 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,800 in Educational Services (4,024 peers)

Where St. Olaf College 403(b) Retirement Plan sits by assets

St. Olaf College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $273M for 716 participants (~$380,619/participant), down 14.9% in 2022.

#3,800
in Educational Services (4,024 peers)
-14.9%
assets change YoY
2.7×
vs typical plan assets (national mean)

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Olaf College 403(b) Retirement Plan's outsized position by total assets

St. Olaf College 403(b) Retirement Plan vs every filed plan by assets

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

$272,523,252 Top 3% higher than 97% 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

St. Olaf College 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. St. Olaf College 403(b) Retirement Plan sits mid-pack in the medium band (716 participants).

Form 5500 schedule snapshot

Filing strip 410693979 · St. Olaf College PY 2022 · Other

St. Olaf College 403(b) Retirement Plan · $273M · 716 · 97th

  • ASSETS $273M
  • PCT 716
  • EIN 97th
  • RANK Other
  • PHOTO near Src, Inc. 403(b) Retirement Plan
  • IND ind #3800

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 Minnesota →

St. Olaf College 403(b) Retirement Plan in the asset neighbourhood

Quinnipiac University Defined Contribution Retirement PlanQuinnipiac University Define…$275MBryn Mawr College Retirement PlanBryn Mawr College Retirement…$275MSrc, Inc. 403(b) Retirement PlanSrc, Inc. 403(b) Retirement …$273MSt. Olaf College 403(b) Retirement PlanSt. Olaf College 403(b) Reti…$273MUnited Health Services, Inc. 403(b) Retirement PlanUnited Health Services, Inc.…$270M
End-of-year total assets ($M) among St. Olaf College 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)$320M
Net Assets (End of Year)$273M
Net Income-$48M
Employer EIN410693979
Plan Effective Date1964-03-30
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Olaf College)

Sponsor-wide plan assets over time

All St. Olaf College plans reported in each filing year

Latest sponsor-wide plan assets
$327M 19.94241871148668% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $273M $327M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 716 $273M
2023 1 769 $302M
2024 1 798 $327M

Nearby Other Plans in Minnesota

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

St. Olaf College 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants St. Olaf College 403(b) Retirement Plan, Total assets ($B): 0.272523252 · Participants: 716St. Olaf College 403(b) Retirement PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
St. Olaf College 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants

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

Outside Minnesota, the nearest Other by assets is Src, Inc. 403(b) Retirement Plan in NY ($273M); by covered participants it is Dominican University of California DC Retirement Plan in CA (717 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($273M here).

Similar participant headcount

Nearest other-state filings by covered participants (716 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 St. Olaf College 403(b) Retirement Plan assets move in 2022?
St. Olaf College 403(b) Retirement Plan pulled back noticeably - down 14.9% during 2022, from $320M to $273M. Reported net income was -$48M.
How have St. Olaf College plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Olaf College's sponsor-wide assets grew 19.9%, from $273M to $327M.
Where does St. Olaf College 403(b) Retirement Plan rank by assets among Form 5500 filers?
St. Olaf College 403(b) Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to St. Olaf College 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Src, Inc. 403(b) Retirement Plan in NY ($273M, 1,289 participants).
Which Other plans cover a similar participant headcount to St. Olaf College 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Dominican University of California DC Retirement Plan in CA (717 participants, $81M in assets).