Other · DOL Form 5500 · 2022

University of Mary Retirement Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
452
Participants Below avg headcount
89th
Percentile by assets National rank
$124,591
Avg per participant Near avg balance/head
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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.

  • #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.

#3,201
in Educational Services (4,024 peers)
-14.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

University of Mary Employee Retirement Plan's outsized position 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 $2,050,000,000 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 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. University of Mary Employee Retirement Plan sits mid-pack in the medium band (452 participants).

Form 5500 schedule snapshot

Filing strip 450273403 · University of Mary PY 2022 · Other

University of Mary Employee Retirement Plan · $56M · 452 · 89th

  • BOY $56M
  • BOY 452
  • BOY 89th
  • BOY Other
  • BOY near Belmont Hill School Defined Contribution Retirement Plan
  • BOY ind #3201

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 North Dakota →

University of Mary Employee Retirement Plan in the asset neighbourhood

Brenau University 403(b) Defined Contribution PlanBrenau University 403(b) Def…$56MBelmont Hill School Defined Contribution Retirement PlanBelmont Hill School Defined …$56MUniversity of Mary Employee Retirement PlanUniversity of Mary Employee …$56MBloomfield College Defined Contribution Retirement PlanBloomfield College Defined C…$56MSandhills 401(k) Plan$56M
End-of-year total assets ($M) among University of Mary Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All University of Mary plans reported in each filing year

Latest sponsor-wide plan assets
$72M 27.37659876192966% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $56.3M $71.7M ▲ +27.4%
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 ($M) Participants University of Mary Employee Retirement Plan, Total assets ($M): 56.315217 · Participants: 452University of Mary Employee Retirement PlanSanford 403(b) Retirement Savings Plan, Total assets ($M): 179.394843 · Participants: 6516Sanford 403(b) Retirement Savings PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 160.344677 · Participants: 1562The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 24.339631 · Participants: 301West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanUniversity of Jamestown 403(b) DC Plan, Total assets ($M): 21.14868 · Participants: 317University of Jamestown 403(b) DC PlanAble, 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
Compare University of Mary Employee Retirement Plan side-by-side with 3 peers →

University of Mary Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Belmont Hill School Defined Contribution Retirement Plan in MA ($56M); by covered participants it is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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.

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).
Which Other plans cover a similar participant headcount to University of Mary Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI (452 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450273403.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.