401(k) · DOL Form 5500 · 2022
St. Marys of Medford, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $85,312
- Avg per participant Below avg balance/head
Official DOL plan name: St. Mary's of Medford School 403(b) Plan · Sponsored by St. Marys of Medford, Inc. · Oregon · Educational Services
$7M in assets, 85 participants
St. Marys of Medford, Inc.'s St. Mary's of Medford School 403(b) Plan reported $7M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #1,682 in Educational Services (4,024 peers)
St. Marys of Medford, Inc. multi-year trail
St. Marys of Medford, Inc.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows St. Mary's of Medford School 403(b) Plan at $7M / 85 participants.
- #1,682
- in Educational Services (4,024 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Mary's of Medford School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
St. Mary's of Medford School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,251,543 Top 42% higher than 58% 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 of Medford School 403(b) 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. St. Mary's of Medford School 403(b) Plan is a small filing (85 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 930514209 · St. Marys of Medford, Inc. PY 2022 · 401(k)
St. Mary's of Medford School 403(b) Plan · $7M · 85 · 58th
- 5500 $7M
- 5500 85
- 5500 58th
- 5500 401(k)
- 5500 near Mitchell's Salon and Day Spa, Inc. 401(k) Plan
- 5500 ind #1682
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 Oregon →
St. Mary's of Medford School 403(b) Plan in the asset neighbourhood
St. Marys of Medford, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All St. Marys of Medford, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 33.92109789599262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $7M |
| 2023 | 1 | 99 | $9M |
| 2024 | 1 | 96 | $10M |
St. Marys of Medford, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 930514209 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
St. Mary's of Medford School 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Mitchell's Salon and Day Spa, Inc. 401(k) Plan in OH ($7M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.