Other · DOL Form 5500 · 2023
St. Olaf College Retirement Plan
Data updated 2026-08-25
- $302M
- Total assets Above avg plan size
- 769
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $392,555
- Avg per participant High balance/head
Official DOL plan name: St. Olaf College 403(b) Retirement Plan · Sponsored by St. Olaf College · Minnesota · Educational Services
$302M in assets, 769 participants
St. Olaf College's St. Olaf College 403(b) Retirement Plan reported $302M in total assets and 769 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,509 in Educational Services (3,735 peers)
Where St. Olaf College 403(b) Retirement Plan sits by assets
St. Olaf College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $302M for 769 participants (~$392,555/participant), up 10.8% in 2023.
- #3,509
- in Educational Services (3,735 peers)
- +10.8%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
St. Olaf College 403(b) Retirement Plan's outsized position by total assets
St. Olaf College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$301,874,691 Top 4% higher than 96% 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
St. Olaf College 403(b) 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. St. Olaf College 403(b) Retirement Plan sits mid-pack in the medium band (769 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Olaf College 403(b) Retirement Plan reported net income rose from -$48M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- St. Olaf College 403(b) Retirement Plan end-of-year assets rose from $273M in the plan year 2022 filing to $302M in the plan year 2023 filing.
- St. Olaf College 403(b) Retirement Plan reported participants rose from 716 in the plan year 2022 filing to 769 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410693979 · St. Olaf College PY 2023 · Other
St. Olaf College 403(b) Retirement Plan · $302M · 769 · 96th
- SCH $302M
- SCH 769
- SCH 96th
- SCH Other
- SCH near Medical Faculty Associates 403(b) Plan
- SCH ind #3509
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 →
St. Olaf College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $273M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | $29M |
| Employer EIN | 410693979 |
| Plan Effective Date | 1964-03-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Olaf College)
Sponsor-wide plan assets over time
All St. Olaf College plans reported in each filing year
- Latest sponsor-wide plan assets
- $327M 19.94241871148668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 716 | $273M |
| 2023 | 1 | 769 | $302M |
| 2024 | 1 | 798 | $327M |
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
St. Olaf College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Medical Faculty Associates 403(b) Plan in DC ($302M); by covered participants it is Humboldt Park Health 403(b) Plan in IL (769 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($302M here).
- Medical Faculty Associates 403(b) Plan (DC) $302M · 1,644
- Monument Health, Inc. 403(b) Plan (SD) $301M · 5,203
- Western University of Health Sciences 403(b) Plan (CA) $301M · 1,423
- The Children's Hospital of Philadelphia Funded Retirement Savings Plan (PA) $300M · 15,845
Similar participant headcount
Nearest other-state filings by covered participants (769 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.