Other · DOL Form 5500 · 2023
Shattuck-St. Mary's School Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 259
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $107,807
- Avg per participant Below avg balance/head
Official DOL plan name: Shattuck-St. Mary's School Defined Contribution Retirement Plan · Sponsored by Shattuck-St. Mary's School · Minnesota · Educational Services
$28M in assets, 259 participants
Shattuck-St. Mary's School's Shattuck-St. Mary's School Defined Contribution Retirement Plan reported $28M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,342 in Educational Services (3,735 peers)
Coverage in Minnesota
Shattuck-St. Mary's School Defined Contribution Retirement Plan covers 259 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $28M.
- #2,342
- in Educational Services (3,735 peers)
- +8.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shattuck-St. Mary's School Defined Contribution Retirement Plan's outsized position by total assets
Shattuck-St. Mary's School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,922,121 Top 22% higher than 78% 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
Shattuck-St. Mary's School 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. Shattuck-St. Mary's School Defined Contribution Retirement Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shattuck-St. Mary's School Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Shattuck-St. Mary's School Defined Contribution Retirement Plan reported participants fell from 363 in the plan year 2022 filing to 259 in the plan year 2023 filing.
- Shattuck-St. Mary's School Defined Contribution Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 410696908 · Shattuck-St. Mary's School PY 2023 · Other
Shattuck-St. Mary's School Defined Contribution Retirement Plan · $28M · 259 · 78th
- EOY $28M
- 5500 259
- ASSETS 78th
- PCT Other
- EIN near The Endocrine Society Defined Contribution Retirement Plan
- RANK ind #2342
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 →
Shattuck-St. Mary's School Defined Contribution Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 410696908 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shattuck-St. Mary's School)
Sponsor-wide plan assets over time
All Shattuck-St. Mary's School plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 18.25718289318928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 363 | $26M |
| 2023 | 1 | 259 | $28M |
| 2024 | 1 | 266 | $30M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Shattuck-St. Mary's School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is The Endocrine Society Defined Contribution Retirement Plan in DC ($28M); by covered participants it is Queens University of Charlotte Retirement Plan in NC (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- Queens University of Charlotte Retirement Plan (NC) 259 · 0 off
- Denver Botanic Gardens, Inc. 403(b) Plan (CO) 259 · 0 off
- Ntsoc 403(b) Retirement Plan (CO) 259 · 0 off
- Healthreach Community Health Centers 403(b) Retirement Plan (ME) 259 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.