Other · DOL Form 5500 · 2023
Mount Saint Mary's University Retirement Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 630
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $177,323
- Avg per participant Above avg balance/head
Official DOL plan name: Mount Saint Mary's University 403(b) Retirement Pl · Sponsored by Mount Saint Mary's University · California · Educational Services
$112M in assets, 630 participants
Mount Saint Mary's University's Mount Saint Mary's University 403(b) Retirement Pl reported $112M in total assets and 630 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,218 in Educational Services (3,735 peers)
Where Mount Saint Mary's University 403(b) Retirement Pl sits by assets
Mount Saint Mary's University 403(b) Retirement Pl sits in the top 10% of all filed plans by assets, $112M for 630 participants (~$177,323/participant), up 12.8% in 2023.
- #3,218
- in Educational Services (3,735 peers)
- +12.8%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Mount Saint Mary's University 403(b) Retirement Pl's outsized position by total assets
Mount Saint Mary's University 403(b) Retirement Pl vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$111,713,222 Top 8% higher than 92% 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
Mount Saint Mary's University 403(b) Retirement Pl 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. Mount Saint Mary's University 403(b) Retirement Pl sits mid-pack in the medium band (630 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mount Saint Mary's University 403(b) Retirement Pl reported net income rose from -$13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Mount Saint Mary's University 403(b) Retirement Pl end-of-year assets rose from $99M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- Mount Saint Mary's University 403(b) Retirement Pl reported participants rose from 605 in the plan year 2022 filing to 630 in the plan year 2023 filing.
DOL schedule card
Filing strip 951641455 · Mount Saint Mary's University PY 2023 · Other
Mount Saint Mary's University 403(b) Retirement Pl · $112M · 630 · 92nd
- IND $112M
- EOY 630
- 5500 92nd
- ASSETS Other
- PCT near Electricians Annuity Fund Local 81
- EIN ind #3218
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 California →
Mount Saint Mary's University 403(b) Retirement Pl in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $13M |
| Employer EIN | 951641455 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Saint Mary's University)
Sponsor-wide plan assets over time
All Mount Saint Mary's University plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 25.646529690238367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 605 | $99M |
| 2023 | 1 | 630 | $112M |
| 2024 | 1 | 567 | $124M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Mount Saint Mary's University 403(b) Retirement Pl's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Electricians Annuity Fund Local 81 in PA ($112M); by covered participants it is Longwood Gardens 403(b) Employer Match Retirement Plan in PA (630 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Electricians Annuity Fund Local 81 (PA) $112M · 524
- Salve Regina University 403(b) Retirement Plan (RI) $111M · 458
- Aurora University Retirement Plan (IL) $111M · 509
- The Queen's Health Systems Retirement Plus Plan (HI) $112M · 587
Similar participant headcount
Nearest other-state filings by covered participants (630 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.