Other · DOL Form 5500 · 2023

University of Mary Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
449
Participants Below avg headcount
88th
Percentile by assets National rank
$140,729
Avg per participant Near avg balance/head
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Official DOL plan name: University of Mary Employee Retirement Plan · Sponsored by University of Mary · North Dakota · Educational Services

$63M in assets, 449 participants

University of Mary's University of Mary Employee Retirement Plan reported $63M in total assets and 449 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,918 in Educational Services (3,735 peers)

Where University of Mary Employee Retirement Plan sits by assets

University of Mary Employee Retirement Plan sits in the top quartile of all filed plans by assets, $63M for 449 participants (~$140,729/participant), up 12.2% in 2023.

#2,918
in Educational Services (3,735 peers)
+12.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

University of Mary Employee Retirement Plan's outsized position by total assets

University of Mary Employee Retirement Plan vs every filed plan by assets

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

$63,187,544 Top 12% higher than 88% 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

University of Mary Employee 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. University of Mary Employee Retirement Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Mary Employee Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • University of Mary Employee Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 450273403 · University of Mary PY 2023 · Other

University of Mary Employee Retirement Plan · $63M · 449 · 88th

  • RANK $63M
  • PHOTO 449
  • IND 88th
  • EOY Other
  • 5500 near Brenau University 403(b) Defined Contribution Plan
  • ASSETS ind #2918

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 North Dakota →

University of Mary Employee Retirement Plan in the asset neighbourhood

Bozeman Health 403(b) Plan$63MUniversity of Mary Employee Retirement PlanUniversity of Mary Employee …$63MBrenau University 403(b) Defined Contribution PlanBrenau University 403(b) Def…$63MInstitute for Advanced Study Tax Deferred Annuity PlanInstitute for Advanced Study…$63MLee University Defined Contribution Retirement PlaLee University Defined Contr…$63M
End-of-year total assets ($M) among University of Mary Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$63M
Net Income$7M
Employer EIN450273403
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Mary)

Sponsor-wide plan assets over time

All University of Mary plans reported in each filing year

Latest sponsor-wide plan assets
$72M 27.37659876192966% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $56.3M $71.7M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 452 $56M
2023 1 449 $63M
2024 1 450 $72M

Nearby Other Plans in North Dakota

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

University of Mary Employee Retirement Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200 Total assets ($M) Participants University of Mary Employee Retirement Plan, Total assets ($M): 63.187544 · Participants: 449University of Mary Employee Retirement PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 164.918093 · Participants: 1491The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 25.261968 · Participants: 293West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanUniversity of Jamestown 403(b) DC Plan, Total assets ($M): 24.564188 · Participants: 357University of Jamestown 403(b) DC PlanAble, Inc. 403(b) Plan, Total assets ($M): 12.254206 · Participants: 251Able, Inc. 403(b) PlanMckenzie County Healthcare Systems, Inc. 403(b) Plan, Total assets ($M): 10.366659 · Participants: 258Mckenzie County Healthcare Systems, Inc. 403(b) Plan
University of Mary Employee Retirement Plan vs. nearby Other plans in North Dakota, assets vs. participants
Compare University of Mary Employee Retirement Plan side-by-side with 3 peers →

University of Mary Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Brenau University 403(b) Defined Contribution Plan in GA ($63M); by covered participants it is Guardian Angels 403b Retirement Plan in MN (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 University of Mary Employee Retirement Plan assets move in 2023? ▼
University of Mary Employee Retirement Plan grew at a solid clip - up 12.2% during 2023, from $56M to $63M. Reported net income was $7M.
How have University of Mary plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Mary's sponsor-wide assets grew 27.4%, from $56M to $72M.
Where does University of Mary Employee Retirement Plan rank by assets among Form 5500 filers? ▼
University of Mary Employee Retirement Plan ranks in the 88th 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 University of Mary Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Brenau University 403(b) Defined Contribution Plan in GA ($63M, 372 participants).
Which Other plans cover a similar participant headcount to University of Mary Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Guardian Angels 403b Retirement Plan in MN (449 participants, $8M 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 450273403.

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.