Defined Benefit (Pension) · DOL Form 5500 · 2023
St Mary's Bank Pension Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 243
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $171,596
- Avg per participant Above avg balance/head
Official DOL plan name: St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan · Sponsored by St Mary's Bank · New Hampshire · Finance & Insurance
$42M in assets, 243 participants
St Mary's Bank's St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan reported $42M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,632 in Finance & Insurance (8,869 peers)
Where St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan sits by assets
St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan sits in the top quartile of all filed plans by assets, $42M for 243 participants (~$171,596/participant), up 7.3% in 2023.
- #6,632
- in Finance & Insurance (8,869 peers)
- +7.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan's outsized position by total assets
St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,697,780 Top 17% higher than 83% 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 Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension 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 Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan reported net income rose from -$15M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan end-of-year assets rose from $39M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan reported participants fell from 251 in the plan year 2022 filing to 243 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 020187390 · St Mary's Bank PY 2023 · Defined Benefit (Pension)
St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan · $42M · 243 · 83rd
- VS-ST $42M
- VS-ST 243
- VS-ST 83rd
- VS-ST Defined Benefit (Pension)
- VS-ST near Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan
- VS-ST ind #6632
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 Finance & Insurance retirement plans → · Plans in New Hampshire →
St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $3M |
| Employer EIN | 020187390 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St Mary's Bank)
Sponsor-wide plan assets over time
All St Mary's Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 14.311826742227268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 538 | $59M |
| 2023 | 2 | 513 | $63M |
| 2024 | 2 | 549 | $68M |
Nearby Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Employees of Dartmouth-Hitchcock $626M · 1,514
- Retirement Plan for Employees of Concord Hospital $380M · 3,425
- Elliot Health System Pension Plan $278M · 520
- Catholic Medical Center Pension Plan $221M · 397
- Osram Sylvania Pension Plan $221M · 275
St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA ($42M); by covered participants it is Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan in NY (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan (NY) 243 · 0 off
- Insulators Local No. 96 Pension Fund (TN) 243 · 0 off
- Spx US Pension Plan (NC) 243 · 0 off
- Bss Retirement Plan for Bargained Employees (WA) 244 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.