Other · DOL Form 5500 · 2022
Saint Mary's Hall Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 178
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $194,298
- Avg per participant Above avg balance/head
Official DOL plan name: Saint Mary's Hall Defined Contribution Retirement Plan · Sponsored by Saint Mary's Hall · Texas · Educational Services
$35M in assets, 178 participants
Saint Mary's Hall's Saint Mary's Hall Defined Contribution Retirement Plan reported $35M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #2,862 in Educational Services (4,024 peers)
Coverage in Texas
Saint Mary's Hall Defined Contribution Retirement Plan covers 178 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $35M.
- #2,862
- in Educational Services (4,024 peers)
- -12.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint Mary's Hall Defined Contribution Retirement Plan's outsized position by total assets
Saint Mary's Hall Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,584,967 Top 16% higher than 84% 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
Saint Mary's Hall Defined Contribution 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. Saint Mary's Hall Defined Contribution Retirement Plan sits mid-pack in the medium band (178 participants).
EBSA filing schedule strip
Filing strip 740877330 · Saint Mary's Hall PY 2022 · Other
Saint Mary's Hall Defined Contribution Retirement Plan · $35M · 178 · 84th
- EOY $35M
- EOY 178
- EOY 84th
- EOY Other
- EOY near Mount Aloysius College Consolidated Retirement Pla
- EOY ind #2862
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 →
Saint Mary's Hall Defined Contribution Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$5M |
| Employer EIN | 740877330 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Mary's Hall)
Sponsor-wide plan assets over time
All Saint Mary's Hall plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 27.91967388605575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $35M |
| 2023 | 1 | 193 | $38M |
| 2024 | 1 | 369 | $25M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Saint Mary's Hall Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Mount Aloysius College Consolidated Retirement Pla in PA ($35M); by covered participants it is Cornerstone Vna Retirement Plan in NH (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Cornerstone Vna Retirement Plan (NH) 178 · 0 off
- North, Inc. Employee Savings Plan (PA) 178 · 0 off
- Caldwell University Defined Contribution Retirement Plan (NJ) 178 · 0 off
- King School, Inc. Section 403(b) Plan (CT) 178 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.