Other · DOL Form 5500 · 2023

University of St. Thomas Retirement Plan

Data updated 2026-08-25

$422M
Total assets Above avg plan size
2,481
Participants Above avg headcount
97th
Percentile by assets National rank
$170,289
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University of St. Thomas Retirement Plan · Sponsored by University of St. Thomas · Minnesota · Educational Services

$422M in assets, 2,481 participants

University of St. Thomas's University of St. Thomas Retirement Plan reported $422M in total assets and 2,481 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,571 in Educational Services (3,735 peers)

Coverage in Minnesota

University of St. Thomas Retirement Plan covers 2,481 participants in Minnesota, 2.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $422M.

#3,571
in Educational Services (3,735 peers)
+18.0%
assets growth YoY
4.2×
vs typical plan assets (national mean)

University of St. Thomas Retirement Plan's outsized position by total assets

University of St. Thomas Retirement Plan vs every filed plan by assets

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

$422,487,100 Top 3% higher than 97% 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 St. Thomas Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of St. Thomas Retirement Plan lands in the large band (2,481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of St. Thomas Retirement Plan reported net income rose from -$73M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • University of St. Thomas Retirement Plan end-of-year assets rose from $358M in the plan year 2022 filing to $422M in the plan year 2023 filing.
  • University of St. Thomas Retirement Plan reported participants rose from 2,317 in the plan year 2022 filing to 2,481 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410693970 · University of St. Thomas PY 2023 · Other

University of St. Thomas Retirement Plan · $422M · 2,481 · 97th

  • EOY $422M
  • EOY 2,481
  • EOY 97th
  • EOY Other
  • EOY near Solutionhealth & Elliot Health System 403(b) Savings Plan
  • EOY ind #3571

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 →

University of St. Thomas Retirement Plan in the asset neighbourhood

Swarthmore College Regular Retirement PlanSwarthmore College Regular R…$425MAssoc of Independent Colleges and Universities of Ohio MepAssoc of Independent College…$425MUniversity of St. Thomas Retirement PlanUniversity of St. Thomas Ret…$422MSolutionhealth & Elliot Health System 403(b) Savings PlanSolutionhealth & Elliot Heal…$421MMiddlesex Retirement Savings and Investment PlanMiddlesex Retirement Savings…$420M
End-of-year total assets ($M) among University of St. Thomas Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$358M
Net Assets (End of Year)$422M
Net Income$64M
Employer EIN410693970
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of St. Thomas)

Sponsor-wide plan assets over time

All University of St. Thomas plans reported in each filing year

Latest sponsor-wide plan assets
$460M 28.398189334173523% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $358M $460M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 2,317 $358M
2023 1 2,481 $422M
2024 1 2,357 $460M

Nearby Other Plans in Minnesota

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

University of St. Thomas Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants University of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanCarleton College Defined Contribution Plan, Total assets ($B): 0.364970261 · Participants: 821Carleton College Defined Contribution Plan
University of St. Thomas Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare University of St. Thomas Retirement Plan side-by-side with 3 peers →

University of St. Thomas Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Solutionhealth & Elliot Health System 403(b) Savings Plan in NH ($421M); by covered participants it is Hunterdon Healthcare 403(b) Retirement Savings Plan in NJ (2,483 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,481 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 St. Thomas Retirement Plan assets move in 2023? ▼
University of St. Thomas Retirement Plan grew sharply - up 18.0% during 2023, from $358M to $422M. Reported net income was $64M.
How have University of St. Thomas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of St. Thomas's sponsor-wide assets grew 28.4%, from $358M to $460M.
Where does University of St. Thomas Retirement Plan rank by assets among Form 5500 filers? ▼
University of St. Thomas Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of St. Thomas Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Solutionhealth & Elliot Health System 403(b) Savings Plan in NH ($421M, 4,668 participants).
Which Other plans cover a similar participant headcount to University of St. Thomas Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hunterdon Healthcare 403(b) Retirement Savings Plan in NJ (2,483 participants, $200M 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 410693970.

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.