Other · DOL Form 5500 · 2022

University of Mary Retirement Plan

Data updated 2026-08-11

$56M
Total assets
452
Participants
89th
Percentile by assets
$124,591
Avg per participant
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Official DOL plan name: University of Mary Employee Retirement Plan · Sponsored by University of Mary · North Dakota · Educational Services

$56M in assets, 452 participants

University of Mary's University of Mary Employee Retirement Plan reported $56M in total assets and 452 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #3,201 in Educational Services (4,024 peers)

Where University of Mary Employee Retirement Plan sits by assets

University of Mary Employee Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 452 participants (~$124,591/participant), down 14.2% in 2022.

$56M
total plan assets (2022 EOY)
452
covered participants
89th
percentile by assets (of 139,126 plans)
$124,591
avg assets per participant

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where University of Mary Employee Retirement Plan sits by total assets

University of Mary Employee Retirement Plan vs every filed plan by assets

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

$56,315,217 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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 Mary Employee Retirement Plan vs the 2022 asset distribution

By assets, University of Mary Employee Retirement Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$56M
Net Income-$9M
Employer EIN450273403
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Mary)

$50M$55M$60M$65M$70M$75M 202220232024 $56.3M $71.7M ▲ +27.4%
Total plan assets by year, all University of Mary plans on file
Year Plans Participants Total Assets
2022 1 452 $56M
2023 1 449 $63M
2024 1 450 $72M

Nearby Other Plans in North Dakota

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

University of Mary Employee Retirement Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 050100150200 Total assets ($M) Participants University of Mary E…, Total assets ($M): 56.315217 · Participants: 452University of Mary E…Sanford 403(b) Retir…, Total assets ($M): 179.394843 · Participants: 6516Sanford 403(b) Retir…The 403(b) Thrift Pl…, Total assets ($M): 160.344677 · Participants: 1562The 403(b) Thrift Pl…West River Health Se…, Total assets ($M): 24.339631 · Participants: 301West River Health Se…University of Jamest…, Total assets ($M): 21.14868 · Participants: 317University of Jamest…Able, Inc. 403(b) Plan, Total assets ($M): 10.675282 · Participants: 242Able, Inc. 403(b) Plan
University of Mary Employee Retirement Plan vs. nearby Other plans in North Dakota, assets vs. participants

Similar-Sized Other Plans Nationally

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

Frequently Asked Questions

How did University of Mary Employee Retirement Plan assets move in 2022?
University of Mary Employee Retirement Plan pulled back noticeably - down 14.2% during 2022, from $66M to $56M. Reported net income was -$9M.
How have University of Mary plan assets changed over time?
Across 3 plan years on file (2022-2024), University of Mary's sponsor-wide assets grew 27.4%, from $56M to $72M.
Where does University of Mary Employee Retirement Plan rank by assets among Form 5500 filers?
University of Mary Employee Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Mary Employee Retirement Plan?
Among Other plans in other states, the closest by assets is Belmont Hill School Defined Contribution Retirement Plan in MA ($56M, 126 participants).

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