Other · DOL Form 5500 · 2022

Saint Therese Retirement Plan

Data updated 2026-08-11

$27M
Total assets
867
Participants
81st
Percentile by assets
$30,577
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
867
covered participants
81st
percentile by assets (of 139,126 plans)
$30,577
avg assets per participant

Where Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits 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 $2,010,000,000 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

State
Minnesota
Industry
Healthcare & Social Assistance

Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan vs the 2022 asset distribution

By assets, Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$24M$26M$28M$30M 202220232024 $26.5M $25.5M ▼ -3.7%
Total plan assets by year, all Saint Therese plans on file
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 ($B) Participants Saint Therese and Af…, Total assets ($B): 0.026510465 · Participants: 867Saint Therese and Af…Mayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health Sy…, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health Sy…Childrens Hospitals …, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals …Carpenters & Joiners…, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners…University of St. Th…, Total assets ($B): 0.358032714 · Participants: 2317University of St. Th…
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 Be… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Saint Therese and Affiliates Employee Be…

Scale reading

Ways to act on Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's numbers.

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.