Other · DOL Form 5500 · 2023

St. Marks School of Texas Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
303
Participants Below avg headcount
89th
Percentile by assets National rank
$254,006
Avg per participant Above avg balance/head
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Official DOL plan name: St. Marks School of Texas Matching Plan · Sponsored by St. Marks School of Texas · Texas · Educational Services

$77M in assets, 303 participants

St. Marks School of Texas's St. Marks School of Texas Matching Plan reported $77M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,025 in Educational Services (3,735 peers)

Coverage in Texas

St. Marks School of Texas Matching Plan covers 303 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $77M.

#3,025
in Educational Services (3,735 peers)
+13.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

St. Marks School of Texas Matching Plan's outsized position by total assets

St. Marks School of Texas Matching Plan vs every filed plan by assets

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

$76,963,767 Top 11% higher than 89% 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. Marks School of Texas Matching 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. Marks School of Texas Matching Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Marks School of Texas Matching Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • St. Marks School of Texas Matching Plan end-of-year assets rose from $68M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • St. Marks School of Texas Matching Plan reported participants fell from 308 in the plan year 2022 filing to 303 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750827460 · St. Marks School of Texas PY 2023 · Other

St. Marks School of Texas Matching Plan · $77M · 303 · 89th

  • RANK $77M
  • PHOTO 303
  • IND 89th
  • EOY Other
  • 5500 near Morehouse College Defined Contribution Plan
  • ASSETS ind #3025

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. Marks School of Texas Matching Plan in the asset neighbourhood

St. Marks School of Texas Matching PlanSt. Marks School of Texas Ma…$77MMorehouse College Defined Contribution PlanMorehouse College Defined Co…$77MOaklawn Tax Sheltered Annuity PlanOaklawn Tax Sheltered Annuit…$77MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$77MDameron Hospital Association 403(b) Retirement PlanDameron Hospital Association…$77M
End-of-year total assets ($M) among St. Marks School of Texas Matching Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$77M
Net Income$9M
Employer EIN750827460
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Marks School of Texas)

Sponsor-wide plan assets over time

All St. Marks School of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$86M 26.499209018116904% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $67.9M $85.9M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 308 $68M
2023 1 303 $77M
2024 1 215 $86M

Nearby Other Plans in Texas

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

St. Marks School of Texas Matching Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants St. Marks School of Texas Matching Plan, Total assets ($B): 0.076963767 · Participants: 303St. Marks School of Texas Matching PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
St. Marks School of Texas Matching Plan vs. nearby Other plans in Texas, assets vs. participants
Compare St. Marks School of Texas Matching Plan side-by-side with 3 peers →

St. Marks School of Texas Matching Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Morehouse College Defined Contribution Plan in GA ($77M); by covered participants it is Codman Square Health Center 403(b) Pension Plan in MA (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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. Marks School of Texas Matching Plan assets move in 2023? ▼
St. Marks School of Texas Matching Plan grew at a solid clip - up 13.4% during 2023, from $68M to $77M. Reported net income was $9M.
How have St. Marks School of Texas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Marks School of Texas's sponsor-wide assets grew 26.5%, from $68M to $86M.
Where does St. Marks School of Texas Matching Plan rank by assets among Form 5500 filers? ▼
St. Marks School of Texas Matching Plan ranks in the 89th 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 Other plans are similar in size to St. Marks School of Texas Matching Plan? ▼
Among Other plans in other states, the closest by assets is Morehouse College Defined Contribution Plan in GA ($77M, 701 participants).
Which Other plans cover a similar participant headcount to St. Marks School of Texas Matching Plan? ▼
Among Other plans in other states, the closest by covered participants is Codman Square Health Center 403(b) Pension Plan in MA (303 participants, $14M 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 750827460.

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.