Other · DOL Form 5500 · 2023
St. Mary's Home for Children Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $29,519
- Avg per participant Low balance/head
Official DOL plan name: St. Mary's Home for Children 403(b) Retirement Plan · Sponsored by St. Mary's Home for Children · Rhode Island · Educational Services
$5M in assets, 158 participants
St. Mary's Home for Children's St. Mary's Home for Children 403(b) Retirement Plan reported $5M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,065 in Educational Services (3,735 peers)
Coverage in Rhode Island
St. Mary's Home for Children 403(b) Retirement Plan covers 158 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $5M.
- #1,065
- in Educational Services (3,735 peers)
- +15.5%
- assets growth YoY
St. Mary's Home for Children 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
St. Mary's Home for Children 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,663,942 43rd percentile higher than 43% 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 Home for Children 403(b) 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 Home for Children 403(b) Retirement Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Mary's Home for Children 403(b) Retirement Plan reported net income rose from -$450K in the plan year 2022 filing to $625K in the plan year 2023 filing.
- St. Mary's Home for Children 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- St. Mary's Home for Children 403(b) Retirement Plan reported participants rose from 147 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 050213340 · St. Mary's Home for Children PY 2023 · Other
St. Mary's Home for Children 403(b) Retirement Plan · $5M · 158 · 43rd
- PART $5M
- PART 158
- PART 43rd
- PART Other
- PART near Laurel Lake Retirement Community, Inc. Section 403(b) Retirement Plan
- PART ind #1065
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 Rhode Island →
St. Mary's Home for Children 403(b) Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $625K |
| Employer EIN | 050213340 |
| Plan Effective Date | 1993-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Mary's Home for Children)
Sponsor-wide plan assets over time
All St. Mary's Home for Children plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $4M |
| 2023 | 1 | 158 | $5M |
| 2024 | 1 | 149 | N/A |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.4B · 1,272
- Lifespan Corporation 403(b)Retirement Plan $1.2B · 9,416
- Brown University Defined Contribution Deferred Vesting Retirement Plan $813M · 5,630
- Providence College 403(b) Plan $360M · 984
- Roger Williams University Retirement Plan $336M · 2,740
St. Mary's Home for Children 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Laurel Lake Retirement Community, Inc. Section 403(b) Retirement Plan in OH ($5M); by covered participants it is Lawrence Academy Retirement Plan in MA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 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.