Other · DOL Form 5500 · 2023
Saint Mary's Home of Erie Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $43,876
- Avg per participant Low balance/head
Official DOL plan name: Saint Mary's Home of Erie 403(b) Plan · Sponsored by Saint Mary's Home of Erie · Pennsylvania · Healthcare & Social Assistance
$8M in assets, 188 participants
Saint Mary's Home of Erie's Saint Mary's Home of Erie 403(b) Plan reported $8M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,606 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Saint Mary's Home of Erie 403(b) Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #10,606
- in Healthcare & Social Assistance (17,684 peers)
- -12.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint Mary's Home of Erie 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Saint Mary's Home of Erie 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,248,731 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Saint Mary's Home of Erie 403(b) 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. Saint Mary's Home of Erie 403(b) Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Mary's Home of Erie 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Saint Mary's Home of Erie 403(b) Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Saint Mary's Home of Erie 403(b) Plan reported participants fell from 206 in the plan year 2022 filing to 188 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 251073144 · Saint Mary's Home of Erie PY 2023 · Other
Saint Mary's Home of Erie 403(b) Plan · $8M · 188 · 54th
- BOOK $8M
- VS-ST 188
- BOY 54th
- SCH Other
- EBSA near Bread for the City, Inc. 403(b) Plan
- PART ind #10606
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Saint Mary's Home of Erie 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 251073144 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Mary's Home of Erie)
Sponsor-wide plan assets over time
All Saint Mary's Home of Erie plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 7.874318689153345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $9M |
| 2023 | 1 | 188 | $8M |
| 2024 | 1 | 190 | $9M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Saint Mary's Home of Erie 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Bread for the City, Inc. 403(b) Plan in DC ($8M); by covered participants it is Charlotte Christian School Retirement Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Charlotte Christian School Retirement Plan (NC) 188 · 0 off
- 403(b) Thrift Plan of Creative Child Care, Inc. (CA) 188 · 0 off
- Leaders in Our Neighborhood Charter School 403(b) DC Plan (NY) 188 · 0 off
- Corus International Inc. 403b Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.