Money Purchase · DOL Form 5500 · 2023

Rowland Hall, St. Mark's School Money Purchase Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
265
Participants Below avg headcount
82nd
Percentile by assets National rank
$144,720
Avg per participant Above avg balance/head
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Official DOL plan name: Rowland Hall, Saint Mark's School 403(b) DC Plan · Sponsored by Rowland Hall, St. Mark's School · Utah · Educational Services

$38M in assets, 265 participants

Rowland Hall, St. Mark's School's Rowland Hall, Saint Mark's School 403(b) DC Plan reported $38M in total assets and 265 participants in its 2023 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.

  • #2,570 in Educational Services (3,735 peers)

Coverage in Utah

Rowland Hall, Saint Mark's School 403(b) DC Plan covers 265 participants in Utah, about 45% of the average Utah filer (state average ~592 per filing). Assets: $38M.

#2,570
in Educational Services (3,735 peers)
+13.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rowland Hall, Saint Mark's School 403(b) DC Plan's outsized position by total assets

Rowland Hall, Saint Mark's School 403(b) DC Plan vs every filed plan by assets

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

$38,350,898 Top 18% higher than 82% 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

Rowland Hall, Saint Mark's School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rowland Hall, Saint Mark's School 403(b) DC Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rowland Hall, Saint Mark's School 403(b) DC Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rowland Hall, Saint Mark's School 403(b) DC Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Rowland Hall, Saint Mark's School 403(b) DC Plan reported participants rose from 249 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870212477 · Rowland Hall, St. Mark's School PY 2023 · Money Purchase

Rowland Hall, Saint Mark's School 403(b) DC Plan · $38M · 265 · 82nd

  • BOY $38M
  • BOY 265
  • BOY 82nd
  • BOY Money Purchase
  • BOY near Fraunhofer USA, Inc. 401(a) DC Plan
  • BOY ind #2570

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 Utah →

Rowland Hall, Saint Mark's School 403(b) DC Plan in the asset neighbourhood

Gtcr Retirement Plan$38MPipe Fitters Local Union #211 Defined Contribution Retirement PlanPipe Fitters Local Union #21…$38MIBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityIBEW Local Nos 570 & 518 and…$38MFraunhofer USA, Inc. 401(a) DC PlanFraunhofer USA, Inc. 401(a) …$38MRowland Hall, Saint Mark's School 403(b) DC PlanRowland Hall, Saint Mark's S…$38M
End-of-year total assets ($M) among Rowland Hall, Saint Mark's School 403(b) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN870212477
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rowland Hall, St. Mark's School)

Sponsor-wide plan assets over time

All Rowland Hall, St. Mark's School plans reported in each filing year

Latest sponsor-wide plan assets
$40M 18.590994948142015% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $33.9M $40.2M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 249 $34M
2023 1 265 $38M
2024 1 272 $40M

Nearby Money Purchase Plans in Utah

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

Rowland Hall, Saint Mark's School 403(b) DC Plan vs. nearby Money Purchase plans in Utah, assets vs. participants Scatter plot of 5 data points. -200002000400060008000 -50050100150 Total assets ($M) Participants Rowland Hall, Saint Mark's School 403(b) DC Plan, Total assets ($M): 38.350898 · Participants: 265Rowland Hall, Saint Mark's School 403(b) DC PlanCarolina Electrical Workers Retirement Fund, Total assets ($M): 136.089737 · Participants: 5806Carolina Electrical Workers Retirement FundOocl (USA) Inc. Defined Contribution Pension Plan, Total assets ($M): 90.123232 · Participants: 464Oocl (USA) Inc. Defined Contribution Pension PlanNbcc Retirement Plan, Total assets ($M): 2.623204 · Participants: 9Nbcc Retirement PlanWestern States Water Council Money Purchase Pension Plan, Total assets ($M): 2.108903 · Participants: 5Western States Water Council Money Purchase Pension Plan
Rowland Hall, Saint Mark's School 403(b) DC Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Compare Rowland Hall, Saint Mark's School 403(b) DC Plan side-by-side with 3 peers →

Rowland Hall, Saint Mark's School 403(b) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside Utah, the nearest Money Purchase by assets is Fraunhofer USA, Inc. 401(a) DC Plan in MI ($38M); by covered participants it is Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in IN (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Rowland Hall, Saint Mark's School 403(b) DC Plan assets move in 2023? ▼
Rowland Hall, Saint Mark's School 403(b) DC Plan grew at a solid clip - up 13.2% during 2023, from $34M to $38M. Reported net income was $4M.
How have Rowland Hall, St. Mark's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rowland Hall, St. Mark's School's sponsor-wide assets grew 18.6%, from $34M to $40M.
Where does Rowland Hall, Saint Mark's School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Rowland Hall, Saint Mark's School 403(b) DC Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Fraunhofer USA, Inc. 401(a) DC Plan in MI ($38M, 128 participants).
Which Money Purchase plans cover a similar participant headcount to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan in IN (265 participants, $71M 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 870212477.

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.