Other · DOL Form 5500 · 2022

University of St. Thomas Retirement Plan

Data updated 2026-08-25

$358M
Total assets Above avg plan size
2,317
Participants Above avg headcount
97th
Percentile by assets National rank
$154,524
Avg per participant Above avg balance/head
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Official DOL plan name: University of St. Thomas Retirement Plan · Sponsored by University of St. Thomas · Minnesota · Educational Services

$358M in assets, 2,317 participants

University of St. Thomas's University of St. Thomas Retirement Plan reported $358M in total assets and 2,317 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.

  • #3,854 in Educational Services (4,024 peers)

Coverage in Minnesota

University of St. Thomas Retirement Plan covers 2,317 participants in Minnesota, 2.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $358M.

#3,854
in Educational Services (4,024 peers)
-16.8%
assets change YoY
3.6×
vs typical plan assets (national mean)

The plan reported a net loss of $73M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of St. Thomas Retirement Plan's outsized position by total assets

University of St. Thomas Retirement Plan vs every filed plan by assets

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

$358,032,714 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

University of St. Thomas Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of St. Thomas Retirement Plan lands in the large band (2,317 participants).

Plan-year Form 5500 strip

Filing strip 410693970 · University of St. Thomas PY 2022 · Other

University of St. Thomas Retirement Plan · $358M · 2,317 · 97th

  • SCH $358M
  • EBSA 2,317
  • PART 97th
  • TYPE Other
  • NET near The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan
  • BOOK ind #3854

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 →

University of St. Thomas Retirement Plan in the asset neighbourhood

Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension FundLocal Union No. 9 IBEW and O…$360MTrinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)Trinity Health Corporation E…$360MDialysis Clinic, Inc. Thrift PlanDialysis Clinic, Inc. Thrift…$359MUniversity of St. Thomas Retirement PlanUniversity of St. Thomas Ret…$358MThe Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity PlanThe Charles Stark Draper Lab…$357M
End-of-year total assets ($M) among University of St. Thomas Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$430M
Net Assets (End of Year)$358M
Net Income-$73M
Employer EIN410693970
Plan Effective Date1959-09-01
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
$460M 28.398189334173523% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $358M $460M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 2,317 $358M
2023 1 2,481 $422M
2024 1 2,357 $460M

Nearby Other Plans in Minnesota

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

University of St. Thomas Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants University of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas 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 PlanCarleton College Defined Contribution Plan, Total assets ($B): 0.321008247 · Participants: 795Carleton College Defined Contribution Plan
University of St. Thomas Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare University of St. Thomas Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest Other by assets is The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan in MA ($357M); by covered participants it is New York Blood Center Retirement Plan in NY (2,320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,317 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 Retirement Plan assets move in 2022? ▼
University of St. Thomas Retirement Plan declined sharply - down 16.8% during 2022, from $430M to $358M. Reported net income was -$73M.
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 28.4%, from $358M to $460M.
Where does University of St. Thomas Retirement Plan rank by assets among Form 5500 filers? ▼
University of St. Thomas 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 University of St. Thomas Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan in MA ($357M, 1,231 participants).
Which Other plans cover a similar participant headcount to University of St. Thomas Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New York Blood Center Retirement Plan in NY (2,320 participants, $416M 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 410693970.

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.