Other · DOL Form 5500 · 2023
St. Mary's University Retirement Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 767
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $235,627
- Avg per participant Above avg balance/head
Official DOL plan name: St. Mary's University Defined Contribution Retirement Plan · Sponsored by St. Mary's University · Texas · Educational Services
$181M in assets, 767 participants
St. Mary's University's St. Mary's University Defined Contribution Retirement Plan reported $181M in total assets and 767 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.
- #3,380 in Educational Services (3,735 peers)
Where St. Mary's University Defined Contribution Retirement Plan sits by assets
St. Mary's University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $181M for 767 participants (~$235,627/participant), up 6.6% in 2023.
- #3,380
- in Educational Services (3,735 peers)
- +6.6%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
St. Mary's University Defined Contribution Retirement Plan's outsized position by total assets
St. Mary's University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$180,725,960 Top 6% higher than 94% 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
St. Mary's University Defined Contribution Retirement 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. St. Mary's University Defined Contribution Retirement Plan sits mid-pack in the medium band (767 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Mary's University Defined Contribution Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- St. Mary's University Defined Contribution Retirement Plan end-of-year assets rose from $170M in the plan year 2022 filing to $181M in the plan year 2023 filing.
- St. Mary's University Defined Contribution Retirement Plan reported participants fell from 780 in the plan year 2022 filing to 767 in the plan year 2023 filing.
DOL schedule card
Filing strip 741143128 · St. Mary's University PY 2023 · Other
St. Mary's University Defined Contribution Retirement Plan · $181M · 767 · 94th
- 5500 $181M
- 5500 767
- 5500 94th
- 5500 Other
- 5500 near The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan
- 5500 ind #3380
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 Texas →
St. Mary's University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $11M |
| Employer EIN | 741143128 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Mary's University)
Sponsor-wide plan assets over time
All St. Mary's University plans reported in each filing year
- Latest sponsor-wide plan assets
- $192M 13.40405820962828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 780 | $170M |
| 2023 | 1 | 767 | $181M |
| 2024 | 1 | 677 | $192M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
St. Mary's University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan in MA ($181M); by covered participants it is Lutheran Social Services Tax Deferred Annuity Plan in WI (767 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan (MA) $181M · 357
- American Public Media Group Retirement Plan (MN) $180M · 728
- Regions Hospital 403(b) Plan (MN) $182M · 2,993
- Concordia College Retirement Plan (MN) $182M · 651
Similar participant headcount
Nearest other-state filings by covered participants (767 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.