Other · DOL Form 5500 · 2022

St. Mark's School of Southborough, Inc. Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
148
Participants Small participant base
87th
Percentile by assets National rank
$301,611
Avg per participant High balance/head
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Official DOL plan name: St. Mark's School Retirement Savings Plan · Sponsored by St. Mark's School of Southborough, Inc. · Massachusetts · Educational Services

$45M in assets, 148 participants

St. Mark's School of Southborough, Inc.'s St. Mark's School Retirement Savings Plan reported $45M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,060 in Educational Services (4,024 peers)

Coverage in Massachusetts

St. Mark's School Retirement Savings Plan covers 148 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $45M.

#3,060
in Educational Services (4,024 peers)
+7.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

St. Mark's School Retirement Savings Plan's outsized position by total assets

St. Mark's School Retirement Savings Plan vs every filed plan by assets

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

$44,638,420 Top 13% higher than 87% 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

St. Mark's School Retirement Savings 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. St. Mark's School Retirement Savings Plan sits mid-pack in the medium band (148 participants).

Published 5500 schedule card

Filing strip 042103623 · St. Mark's School of Southborough, Inc. PY 2022 · Other

St. Mark's School Retirement Savings Plan · $45M · 148 · 87th

  • BOY $45M
  • BOY 148
  • BOY 87th
  • BOY Other
  • BOY near Chicago Horticultural Society 403(b) Retirement Plan
  • BOY ind #3060

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 Massachusetts →

St. Mark's School Retirement Savings Plan in the asset neighbourhood

Central Park Conservancy 403(b) Retirement PlanCentral Park Conservancy 403…$45MWilliam Jewell College 403(b) PlanWilliam Jewell College 403(b…$45MSt. Mark's School Retirement Savings PlanSt. Mark's School Retirement…$45MChicago Horticultural Society 403(b) Retirement PlanChicago Horticultural Societ…$45MField Museum of Natural History 403(b) PlanField Museum of Natural Hist…$45M
End-of-year total assets ($M) among St. Mark's School Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN042103623
Plan Effective Date1927-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Mark's School of Southborough, Inc.)

Sponsor-wide plan assets over time

All St. Mark's School of Southborough, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 23.396589753848815% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.6M $55.1M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 148 $45M
2023 1 162 $52M
2024 1 168 $55M

Nearby Other Plans in Massachusetts

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

St. Mark's School Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants St. Mark's School Retirement Savings Plan, Total assets ($B): 0.04463842 · Participants: 148St. Mark's School Retirement Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
St. Mark's School Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare St. Mark's School Retirement Savings Plan side-by-side with 3 peers →

St. Mark's School Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Chicago Horticultural Society 403(b) Retirement Plan in IL ($45M); by covered participants it is Hewitt School Defined Contribution Retirement Plan in NY (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 St. Mark's School Retirement Savings Plan assets move in 2022? ▼
St. Mark's School Retirement Savings Plan grew at a solid clip - up 7.8% during 2022, from $41M to $45M. Reported net income was $3M.
How have St. Mark's School of Southborough, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Mark's School of Southborough, Inc.'s sponsor-wide assets grew 23.4%, from $45M to $55M.
Where does St. Mark's School Retirement Savings Plan rank by assets among Form 5500 filers? ▼
St. Mark's School Retirement Savings Plan ranks in the 87th 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 St. Mark's School Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Chicago Horticultural Society 403(b) Retirement Plan in IL ($45M, 406 participants).
Which Other plans cover a similar participant headcount to St. Mark's School Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Hewitt School Defined Contribution Retirement Plan in NY (148 participants, $38M 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 042103623.

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.