Other · DOL Form 5500 · 2023

Saint Mary's Hall Retirement Plan

Data updated 2026-08-11

$38M
Total assets: 193
Participants: 82nd
Percentile by assets: $197,943
Avg per participant

Official DOL plan name: Saint Mary's Hall Defined Contribution Retirement Plan · Sponsored by Saint Mary's Hall · Texas · Educational Services

$38M in assets, 193 participants

Saint Mary's Hall's Saint Mary's Hall Defined Contribution Retirement Plan reported $38M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

82nd percentile by assets (of 127,072 plans)
#2,565 in Educational Services (3,735 peers)

Coverage in Texas

Saint Mary's Hall Defined Contribution Retirement Plan covers 193 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $38M.

$38M
total plan assets (2023 EOY): 193
covered participants: 82nd
percentile by assets (of 127,072 plans): $197,943
avg assets per participant

Where Saint Mary's Hall Defined Contribution Retirement Plan sits by total assets

Saint Mary's Hall Defined Contribution Retirement Plan vs every filed plan by assets

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

$38,202,937 Top 18% higher than 82% 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

Saint Mary's Hall Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Saint Mary's Hall Defined Contribution Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
Saint Mary's Hall Defined Contribution Retirement Plan reported participants rose from 178 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Educational Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Saint Mary's Hall Defined Contribution Retirement Plan reports 193 participants - about 28% of that state average ($38M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$35M
Net Assets (End of Year)	$38M
Net Income	$4M
Employer EIN	740877330
Plan Effective Date	1984-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Saint Mary's Hall)

Total plan assets by year, all Saint Mary's Hall plans on file

Year	Plans	Participants	Total Assets
2022	1	178	$35M
2023	1	193	$38M
2024	1	369	$25M

Nearby Other Plans in Texas

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

Saint Mary's Hall Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
Baylor College of Medicine Section 403b $1.9B · 12,679
The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
Southwest Research Institute Retirement Plan $1.5B · 2,831

Compare Saint Mary's Hall Defined Contribution R… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Saint Mary's Hall Defined Contribution Retirement Plan by total assets, not by location.

National Science Teachers Association Defined Contribution Plan (VA) $38M · 57
U. a. Local 350 Retirement Trust (NV) $38M · 695
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat (VT) $38M · 410
Friends Select School Retirement Plan (PA) $38M · 137

Frequently Asked Questions

How did Saint Mary's Hall Defined Contribution Retirement Plan assets move in 2023? ▼

Saint Mary's Hall Defined Contribution Retirement Plan grew at a solid clip - up 10.5% during 2023, from $35M to $38M. Reported net income was $4M.

How have Saint Mary's Hall plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Saint Mary's Hall's sponsor-wide assets declined 27.9%, from $35M to $25M.

Where does Saint Mary's Hall Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Saint Mary's Hall Defined Contribution Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Saint Mary's Hall Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is National Science Teachers Association Defined Contribution Plan in VA ($38M, 57 participants).

Next read for Saint Mary's Hall Defined Contribution R…

Filing takeaways

Ways to act on Saint Mary's Hall Defined Contribution Retirement Plan's numbers.

By total assets, Saint Mary's Hall Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
Saint Mary's Hall's sponsor-wide assets have declined 27.9% since 2022 across 3 plan years on file. More Educational Services plans

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 740877330.