Other · DOL Form 5500 · 2023

Saint Marys School Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
99
Participants Small participant base
71st
Percentile by assets National rank
$183,463
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Marys School 403(b) Retirement Savings Plan · Sponsored by Saint Marys School · North Carolina · Educational Services

$18M in assets, 99 participants

Saint Marys School's Saint Marys School 403(b) Retirement Savings Plan reported $18M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,999 in Educational Services (3,735 peers)

Saint Marys School multi-year trail

Saint Marys School's plans moved +22.6% in assets from 2022 to 2024; this filing shows Saint Marys School 403(b) Retirement Savings Plan at $18M / 99 participants.

#1,999
in Educational Services (3,735 peers)
+9.3%
assets growth YoY

Saint Marys School 403(b) Retirement Savings Plan's outsized position by total assets

Saint Marys School 403(b) Retirement Savings Plan vs every filed plan by assets

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

$18,162,883 Top 29% higher than 71% 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

Saint Marys School 403(b) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Marys School 403(b) Retirement Savings Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Marys School 403(b) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Saint Marys School 403(b) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Saint Marys School 403(b) Retirement Savings Plan reported participants fell from 100 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560532314 · Saint Marys School PY 2023 · Other

Saint Marys School 403(b) Retirement Savings Plan · $18M · 99 · 71st

  • PHOTO $18M
  • PHOTO 99
  • PHOTO 71st
  • PHOTO Other
  • PHOTO near The Highlands Long Term Care Retirement Plan
  • PHOTO ind #1999

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 Carolina →

Saint Marys School 403(b) Retirement Savings Plan in the asset neighbourhood

Levan Internists, PC Profit Sharing Plan & TrustLevan Internists, PC Profit …$18MPhjc Ministries Retirement and Savings PlanPhjc Ministries Retirement a…$18MRetirement Plan of Henkel Puerto Rico, Inc.Retirement Plan of Henkel Pu…$18MSaint Marys School 403(b) Retirement Savings PlanSaint Marys School 403(b) Re…$18MThe Highlands Long Term Care Retirement PlanThe Highlands Long Term Care…$18M
End-of-year total assets ($M) among Saint Marys School 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Saint Marys School multi-year asset trail

Sponsor-wide plan assets over time

All Saint Marys School plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.58145292955579% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.4M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 100 $17M
2023 1 99 $18M
2024 1 93 $20M

Saint Marys School filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN560532314
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Saint Marys School 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Saint Marys School 403(b) Retirement Savings Plan, Total assets ($B): 0.018162883 · Participants: 99Saint Marys School 403(b) Retirement Savings PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Saint Marys School 403(b) Retirement Savings Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Saint Marys School 403(b) Retirement Savings Plan side-by-side with 3 peers →

Saint Marys School 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Highlands Long Term Care Retirement Plan in NY ($18M); by covered participants it is Century Housing Corporation 403(b) Plan Tax Deferred Annuity Plan in CA (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Saint Marys School 403(b) Retirement Savings Plan assets move in 2023? ▼
Saint Marys School 403(b) Retirement Savings Plan grew at a solid clip - up 9.3% during 2023, from $17M to $18M. Reported net income was $2M.
How have Saint Marys School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Marys School's sponsor-wide assets grew 22.6%, from $17M to $20M.
Which Other plans are similar in size to Saint Marys School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is The Highlands Long Term Care Retirement Plan in NY ($18M, 727 participants).
Which Other plans cover a similar participant headcount to Saint Marys School 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Century Housing Corporation 403(b) Plan Tax Deferred Annuity Plan in CA (99 participants, $21M 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 560532314.

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.