Other · DOL Form 5500 · 2022
Shattuck-St. Mary's School Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 363
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $70,928
- Avg per participant Below avg balance/head
Official DOL plan name: Shattuck-St. Mary's School Defined Contribution Retirement Plan · Sponsored by Shattuck-St. Mary's School · Minnesota · Educational Services
$26M in assets, 363 participants
Shattuck-St. Mary's School's Shattuck-St. Mary's School Defined Contribution Retirement Plan reported $26M in total assets and 363 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #2,643 in Educational Services (4,024 peers)
Coverage in Minnesota
Shattuck-St. Mary's School Defined Contribution Retirement Plan covers 363 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.
- #2,643
- in Educational Services (4,024 peers)
- -11.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shattuck-St. Mary's School Defined Contribution Retirement Plan's outsized position by total assets
Shattuck-St. Mary's School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,746,798 Top 19% higher than 81% 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
Shattuck-St. Mary's School 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. Shattuck-St. Mary's School Defined Contribution Retirement Plan sits mid-pack in the medium band (363 participants).
Plan-year Form 5500 strip
Filing strip 410696908 · Shattuck-St. Mary's School PY 2022 · Other
Shattuck-St. Mary's School Defined Contribution Retirement Plan · $26M · 363 · 81st
- NET $26M
- NET 363
- NET 81st
- NET Other
- NET near Claflin University DC Retirement Plan
- NET ind #2643
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 →
Shattuck-St. Mary's School Defined Contribution Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$3M |
| Employer EIN | 410696908 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shattuck-St. Mary's School)
Sponsor-wide plan assets over time
All Shattuck-St. Mary's School plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 18.25718289318928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 363 | $26M |
| 2023 | 1 | 259 | $28M |
| 2024 | 1 | 266 | $30M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Shattuck-St. Mary's School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Claflin University DC Retirement Plan in SC ($26M); by covered participants it is Community Services for Autistic Adults and Children 403(b) Plan in MD (363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (363 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.