Other · DOL Form 5500 · 2023

St. Catherine University Retirement Plan

Data updated 2026-08-25

$170M
Total assets Near avg plan size
1,004
Participants Near avg headcount
94th
Percentile by assets National rank
$169,408
Avg per participant Above avg balance/head
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Official DOL plan name: St. Catherine University Defined Contribution Retirement Plan · Sponsored by St. Catherine University · Minnesota · Educational Services

$170M in assets, 1,004 participants

St. Catherine University's St. Catherine University Defined Contribution Retirement Plan reported $170M in total assets and 1,004 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,365 in Educational Services (3,735 peers)

Where St. Catherine University Defined Contribution Retirement Plan sits by assets

St. Catherine University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $170M for 1,004 participants (~$169,408/participant), up 8.3% in 2023.

#3,365
in Educational Services (3,735 peers)
+8.3%
assets growth YoY
1.7×
vs typical plan assets (national mean)

St. Catherine University Defined Contribution Retirement Plan's outsized position by total assets

St. Catherine University Defined Contribution Retirement Plan vs every filed plan by assets

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

$170,085,781 Top 6% higher than 94% 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

St. Catherine University Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Catherine University Defined Contribution Retirement Plan lands in the large band (1,004 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Catherine University Defined Contribution Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • St. Catherine University Defined Contribution Retirement Plan end-of-year assets rose from $157M in the plan year 2022 filing to $170M in the plan year 2023 filing.
  • St. Catherine University Defined Contribution Retirement Plan reported participants rose from 974 in the plan year 2022 filing to 1,004 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410695509 · St. Catherine University PY 2023 · Other

St. Catherine University Defined Contribution Retirement Plan · $170M · 1,004 · 94th

  • ASSETS $170M
  • PCT 1,004
  • EIN 94th
  • RANK Other
  • PHOTO near Niagara University Defined Contribution Plan
  • IND ind #3365

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 Minnesota →

St. Catherine University Defined Contribution Retirement Plan in the asset neighbourhood

Robert Morris University Defined Contribution Retirement PlanRobert Morris University Def…$171MClaremont Graduate University Academic Retirement PlanClaremont Graduate Universit…$171MNorwich University Defined Contribution Retirement PlanNorwich University Defined C…$170MSt. Catherine University Defined Contribution Retirement PlanSt. Catherine University Def…$170MNiagara University Defined Contribution PlanNiagara University Defined C…$170M
End-of-year total assets ($M) among St. Catherine University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$170M
Net Income$13M
Employer EIN410695509
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Catherine University)

Sponsor-wide plan assets over time

All St. Catherine University plans reported in each filing year

Latest sponsor-wide plan assets
$178M 13.460067052329865% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $157M $178M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 974 $157M
2023 1 1,004 $170M
2024 1 1,029 $178M

Nearby Other Plans in Minnesota

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

St. Catherine University Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants St. Catherine University Defined Contribution Retirement Plan, Total assets ($B): 0.170085781 · Participants: 1004St. Catherine University Defined Contribution Retirement PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
St. Catherine University Defined Contribution Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare St. Catherine University Defined Contribution Retirement Plan side-by-side with 3 peers →

St. Catherine University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Niagara University Defined Contribution Plan in NY ($170M); by covered participants it is Transpak 401(k) Plan in CA (1,004 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,004 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 St. Catherine University Defined Contribution Retirement Plan assets move in 2023? ▼
St. Catherine University Defined Contribution Retirement Plan grew at a solid clip - up 8.3% during 2023, from $157M to $170M. Reported net income was $13M.
How have St. Catherine University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Catherine University's sponsor-wide assets grew 13.5%, from $157M to $178M.
Where does St. Catherine University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
St. Catherine University Defined Contribution Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to St. Catherine University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Niagara University Defined Contribution Plan in NY ($170M, 465 participants).
Which Other plans cover a similar participant headcount to St. Catherine University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Transpak 401(k) Plan in CA (1,004 participants, $18M 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 410695509.

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.