401(k) · DOL Form 5500 · 2023

Mount Saint Mary Academy, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
67
Participants Small participant base
47th
Percentile by assets National rank
$87,373
Avg per participant Below avg balance/head
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Official DOL plan name: Mount Saint Mary Academy, Inc. 401(k) Retirement Plan · Sponsored by Mount Saint Mary Academy, Inc. · New Jersey · Educational Services

$6M in assets, 67 participants

Mount Saint Mary Academy, Inc.'s Mount Saint Mary Academy, Inc. 401(k) Retirement Plan reported $6M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,201 in Educational Services (3,735 peers)

Mount Saint Mary Academy, Inc. multi-year trail

Mount Saint Mary Academy, Inc.'s plans moved +43.2% in assets from 2022 to 2024; this filing shows Mount Saint Mary Academy, Inc. 401(k) Retirement Plan at $6M / 67 participants.

#1,201
in Educational Services (3,735 peers)
+22.9%
assets growth YoY

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,853,980 47th percentile higher than 47% of 127,068 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 2023

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Saint Mary Academy, Inc. 401(k) Retirement Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Saint Mary Academy, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mount Saint Mary Academy, Inc. 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mount Saint Mary Academy, Inc. 401(k) Retirement Plan reported participants rose from 62 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222981173 · Mount Saint Mary Academy, Inc. PY 2023 · 401(k)

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan · $6M · 67 · 47th

  • BOY $6M
  • SCH 67
  • EBSA 47th
  • PART 401(k)
  • TYPE near Protect Controls, Inc. 401(k) Profit Sharing Plan
  • NET ind #1201

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 New Jersey →

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan in the asset neighbourhood

Mount Saint Mary Academy, Inc. 401(k) Retirement PlanMount Saint Mary Academy, In…$6MProtect Controls, Inc. 401(k) Profit Sharing PlanProtect Controls, Inc. 401(k…$6M8-10 West 36th Street Corporation 401(k) Profit Sharing Plan8-10 West 36th Street Corpor…$6MHigh Power Technical Services, Inc. Retirement Savings PlanHigh Power Technical Service…$6MWestern Printing Machinery Company 401(k) PlanWestern Printing Machinery C…$6M
End-of-year total assets ($M) among Mount Saint Mary Academy, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mount Saint Mary Academy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mount Saint Mary Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.20538936798347% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.76M $6.82M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 62 $5M
2023 1 67 $6M
2024 1 67 $7M

Mount Saint Mary Academy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN222981173
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Mount Saint Mary Academy, Inc. 401(k) Retirement Plan, Total assets ($B): 0.00585398 · Participants: 67Mount Saint Mary Academy, Inc. 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Mount Saint Mary Academy, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mount Saint Mary Academy, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Protect Controls, Inc. 401(k) Profit Sharing Plan in TX ($6M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount Saint Mary Academy, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Mount Saint Mary Academy, Inc. 401(k) Retirement Plan grew sharply - up 22.9% during 2023, from $5M to $6M. Reported net income was $1M.
How have Mount Saint Mary Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Saint Mary Academy, Inc.'s sponsor-wide assets grew 43.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Mount Saint Mary Academy, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Protect Controls, Inc. 401(k) Profit Sharing Plan in TX ($6M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Mount Saint Mary Academy, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222981173.

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.