Other · DOL Form 5500 · 2022

St. Mary's Episcopal School Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
164
Participants Small participant base
82nd
Percentile by assets National rank
$168,815
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Mary's Episcopal School Defined Contribution Retirement Plan · Sponsored by St. Mary's Episcopal School · Tennessee · Educational Services

$28M in assets, 164 participants

St. Mary's Episcopal School's St. Mary's Episcopal School Defined Contribution Retirement Plan reported $28M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,705 in Educational Services (4,024 peers)

Coverage in Tennessee

St. Mary's Episcopal School Defined Contribution Retirement Plan covers 164 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $28M.

#2,705
in Educational Services (4,024 peers)
+11.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

St. Mary's Episcopal School Defined Contribution Retirement Plan's outsized position by total assets

St. Mary's Episcopal School Defined Contribution Retirement Plan vs every filed plan by assets

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

$27,685,625 Top 18% higher than 82% 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. Mary's Episcopal School 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. St. Mary's Episcopal School Defined Contribution Retirement Plan sits mid-pack in the medium band (164 participants).

Published 5500 schedule card

Filing strip 620604637 · St. Mary's Episcopal School PY 2022 · Other

St. Mary's Episcopal School Defined Contribution Retirement Plan · $28M · 164 · 82nd

  • NET $28M
  • BOOK 164
  • VS-ST 82nd
  • BOY Other
  • SCH near Lowell Observatory 403(b) Retirement Annuity Plan
  • EBSA ind #2705

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 Tennessee →

St. Mary's Episcopal School Defined Contribution Retirement Plan in the asset neighbourhood

New London Hospital Association, Inc. 403(b) PlanNew London Hospital Associat…$28MLowell Observatory 403(b) Retirement Annuity PlanLowell Observatory 403(b) Re…$28MSt. Mary's Episcopal School Defined Contribution Retirement PlanSt. Mary's Episcopal School …$28MSouth Shore Mental Health Center, Inc. Tax Sheltered Ann. PlanSouth Shore Mental Health Ce…$28MSocial Science Research Council DC Retirement PlanSocial Science Research Coun…$28M
End-of-year total assets ($M) among St. Mary's Episcopal School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN620604637
Plan Effective Date1995-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Mary's Episcopal School)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M$40M 20222023 $27.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 164 $28M
2023 1 168 N/A

Nearby Other Plans in Tennessee

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

St. Mary's Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants St. Mary's Episcopal School Defined Contribution Retirement Plan, Total assets ($B): 0.027685625 · Participants: 164St. Mary's Episcopal School Defined Contribution Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
St. Mary's Episcopal School Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare St. Mary's Episcopal School Defined Contribution Retirement Plan side-by-side with 3 peers →

St. Mary's Episcopal School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Lowell Observatory 403(b) Retirement Annuity Plan in AZ ($28M); by covered participants it is Northeast Missouri Health Council 403b Plan in MO (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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. Mary's Episcopal School Defined Contribution Retirement Plan assets move in 2022? ▼
St. Mary's Episcopal School Defined Contribution Retirement Plan grew at a solid clip - up 11.2% during 2022, from $25M to $28M. Reported net income was $3M.
Where does St. Mary's Episcopal School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
St. Mary's Episcopal School Defined Contribution Retirement Plan ranks in the 82nd 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. Mary's Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lowell Observatory 403(b) Retirement Annuity Plan in AZ ($28M, 128 participants).
Which Other plans cover a similar participant headcount to St. Mary's Episcopal School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Northeast Missouri Health Council 403b Plan in MO (164 participants, $11M 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 620604637.

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.