Other · DOL Form 5500 · 2022

University of St. Thomas Retirement Plan

Data updated 2026-08-11

$358M
Total assets
2,317
Participants
97th
Percentile by assets
$154,524
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$358M
total plan assets (2022 EOY)
2,317
covered participants
97th
percentile by assets (of 139,126 plans)
$154,524
avg assets per participant

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.

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. University of St. Thomas Retirement Plan reports 2,317 participants - 2.1x that state average ($358M EOY assets).

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)

$300M$350M$400M$450M$500M 202220232024 $358M $460M ▲ +28.4%
Total plan assets by year, all University of St. Thomas plans on file
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

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. Th…Mayo 403(b) PlanCentracare Health Sy…Childrens Hospitals …Carpenters & Joiners…Carleton College Def…
University of St. Thomas Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of St. Thomas Retirement Plan by total assets, not by location.

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).

Next read for University of St. Thomas Retirement Plan

Filing takeaways

Ways to act on University of St. Thomas Retirement Plan's numbers.