Other · DOL Form 5500 · 2022
Mount Saint Mary's University Retirement Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 605
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $163,661
- Avg per participant Above avg balance/head
Official DOL plan name: Mount Saint Mary's University 403(b) Retirement Pl · Sponsored by Mount Saint Mary's University · California · Educational Services
$99M in assets, 605 participants
Mount Saint Mary's University's Mount Saint Mary's University 403(b) Retirement Pl reported $99M in total assets and 605 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,498 in Educational Services (4,024 peers)
Where Mount Saint Mary's University 403(b) Retirement Pl sits by assets
Mount Saint Mary's University 403(b) Retirement Pl sits in the top 10% of all filed plans by assets, $99M for 605 participants (~$163,661/participant), down 12.0% in 2022.
- #3,498
- in Educational Services (4,024 peers)
- -12.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mount Saint Mary's University 403(b) Retirement Pl's outsized position by total assets
Mount Saint Mary's University 403(b) Retirement Pl vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$99,014,749 Top 7% higher than 93% 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
Mount Saint Mary's University 403(b) Retirement Pl 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. Mount Saint Mary's University 403(b) Retirement Pl sits mid-pack in the medium band (605 participants).
DOL schedule card
Filing strip 951641455 · Mount Saint Mary's University PY 2022 · Other
Mount Saint Mary's University 403(b) Retirement Pl · $99M · 605 · 93rd
- NET $99M
- NET 605
- NET 93rd
- NET Other
- NET near Houston Hospitals, Inc. Participatory Retirement Plan
- NET ind #3498
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 California →
Mount Saint Mary's University 403(b) Retirement Pl in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$13M |
| Employer EIN | 951641455 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Saint Mary's University)
Sponsor-wide plan assets over time
All Mount Saint Mary's University plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 25.646529690238367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 605 | $99M |
| 2023 | 1 | 630 | $112M |
| 2024 | 1 | 567 | $124M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Mount Saint Mary's University 403(b) Retirement Pl's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Houston Hospitals, Inc. Participatory Retirement Plan in GA ($99M); by covered participants it is Mercy College Defined Contribution Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
Similar participant headcount
Nearest other-state filings by covered participants (605 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.