Other · DOL Form 5500 · 2022

St. Mary's College Retirement Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
427
Participants Below avg headcount
94th
Percentile by assets National rank
$294,474
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Mary's College Defined Contribution Retirement Plan · Sponsored by St. Mary's College · Indiana · Educational Services

$126M in assets, 427 participants

St. Mary's College's Saint Mary's College Defined Contribution Retirement Plan reported $126M in total assets and 427 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,590 in Educational Services (4,024 peers)

Where Saint Mary's College Defined Contribution Retirement Plan sits by assets

Saint Mary's College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $126M for 427 participants (~$294,474/participant), down 13.1% in 2022.

#3,590
in Educational Services (4,024 peers)
-13.1%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint Mary's College Defined Contribution Retirement Plan's outsized position by total assets

Saint Mary's College Defined Contribution Retirement Plan vs every filed plan by assets

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

$125,740,286 Top 6% higher than 94% 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

Saint Mary's College 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 College Defined Contribution Retirement Plan sits mid-pack in the medium band (427 participants).

Form 5500 schedule snapshot

Filing strip 350868158 · St. Mary's College PY 2022 · Other

Saint Mary's College Defined Contribution Retirement Plan · $126M · 427 · 94th

  • VS-ST $126M
  • VS-ST 427
  • VS-ST 94th
  • VS-ST Other
  • VS-ST near Lake Forest College Retirement Plan for Faculty and Staff
  • VS-ST ind #3590

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 Indiana →

Saint Mary's College Defined Contribution Retirement Plan in the asset neighbourhood

Utica University Defined Contribution Retirement PlanUtica University Defined Con…$127MCommunity Hospital Corporation Employees' 403(b) PlanCommunity Hospital Corporati…$126MLake Forest College Retirement Plan for Faculty and StaffLake Forest College Retireme…$126MSaint Mary's College Defined Contribution Retirement PlanSaint Mary's College Defined…$126M403(b) Retirement Plan of Lawrence General Hospital403(b) Retirement Plan of La…$125M
End-of-year total assets ($M) among Saint Mary's College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$126M
Net Income-$19M
Employer EIN350868158
Plan Effective Date1957-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Mary's College)

Sponsor-wide plan assets over time

All St. Mary's College plans reported in each filing year

Latest sponsor-wide plan assets
$144M 14.288089021843007% vs 2022
2024 filing year
$120M$130M$140M$150M 202220232024 $126M $144M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 427 $126M
2023 1 617 $135M
2024 1 808 $144M

Nearby Other Plans in Indiana

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

Saint Mary's College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Saint Mary's College Defined Contribution Retirement Plan, Total assets ($M): 125.740286 · Participants: 427Saint Mary's College Defined Contribution Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Saint Mary's College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants

Saint Mary's College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Lake Forest College Retirement Plan for Faculty and Staff in IL ($126M); by covered participants it is Wofford College Defined Contribution Retirement Plan in SC (428 participants). Same-state nearby plans are listed separately above.

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 Saint Mary's College Defined Contribution Retirement Plan assets move in 2022?
Saint Mary's College Defined Contribution Retirement Plan pulled back noticeably - down 13.1% during 2022, from $145M to $126M. Reported net income was -$19M.
How have St. Mary's College plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Mary's College's sponsor-wide assets grew 14.3%, from $126M to $144M.
Where does Saint Mary's College Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Saint Mary's College Defined Contribution Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Saint Mary's College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Lake Forest College Retirement Plan for Faculty and Staff in IL ($126M, 422 participants).
Which Other plans cover a similar participant headcount to Saint Mary's College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Wofford College Defined Contribution Retirement Plan in SC (428 participants, $85M in assets).