Other · DOL Form 5500 · 2022

Saint Therese Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
867
Participants Near avg headcount
81st
Percentile by assets National rank
$30,577
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan · Sponsored by Saint Therese · Minnesota · Healthcare & Social Assistance

$27M in assets, 867 participants

Saint Therese's Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan reported $27M in total assets and 867 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.

  • #16,865 in Healthcare & Social Assistance (20,060 peers)

Where Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits by assets

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 867 participants (~$30,577/participant), up 11.9% in 2022.

#16,865
in Healthcare & Social Assistance (20,060 peers)
+11.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's outsized position by total assets

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan vs every filed plan by assets

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

$26,510,465 Top 19% higher than 81% 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 Therese and Affiliates Employee Benefit 403(b) 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 Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits mid-pack in the medium band (867 participants).

Form 5500 schedule snapshot

Filing strip 411704381 · Saint Therese PY 2022 · Other

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan · $27M · 867 · 81st

  • RANK $27M
  • PHOTO 867
  • IND 81st
  • EOY Other
  • 5500 near Berry Companies, Inc. Stock Bonus Plan
  • ASSETS ind #16865

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan in the asset neighbourhood

The American College Tax Deferred Annuity PlanThe American College Tax Def…$27MBerry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$27MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$27MSaint Therese and Affiliates Employee Benefit 403(b) Retirement PlanSaint Therese and Affiliates…$27MSiskin Hospital for Physical Rehabilitation Retirement Savings PlanSiskin Hospital for Physical…$26M
End-of-year total assets ($M) among Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN411704381
Plan Effective Date1992-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Therese)

Sponsor-wide plan assets over time

All Saint Therese plans reported in each filing year

Latest sponsor-wide plan assets
$26M 3.67689137101141% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $26.5M $25.5M ▼ -3.7%
Year Plans Participants Total Assets
2022 1 867 $27M
2023 1 1,003 $29M
2024 1 1,145 $26M

Nearby Other Plans in Minnesota

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

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan, Total assets ($B): 0.026510465 · Participants: 867Saint Therese and Affiliates Employee Benefit 403(b) Retirement PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan side-by-side with 3 peers →

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Berry Companies, Inc. Stock Bonus Plan in KS ($27M); by covered participants it is Lincoln Memorial University Defined Contribution Retirement Plan in TN (868 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (867 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 Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan assets move in 2022? ▼
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan grew at a solid clip - up 11.9% during 2022, from $24M to $27M. Reported net income was $3M.
How have Saint Therese plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Therese's sponsor-wide assets declined 3.7%, from $27M to $26M.
Where does Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan ranks in the 81st 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 Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Berry Companies, Inc. Stock Bonus Plan in KS ($27M, 820 participants).
Which Other plans cover a similar participant headcount to Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lincoln Memorial University Defined Contribution Retirement Plan in TN (868 participants, $56M 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 411704381.

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.