Other · DOL Form 5500 · 2023
Saint Mary's Hall Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 193
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $197,943
- Avg per participant Above avg balance/head
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.
- #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.
- #2,565
- in Educational Services (3,735 peers)
- +10.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Saint Mary's Hall Defined Contribution Retirement Plan's outsized position 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 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. Saint Mary's Hall Defined Contribution Retirement Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
EBSA filing schedule strip
Filing strip 740877330 · Saint Mary's Hall PY 2023 · Other
Saint Mary's Hall Defined Contribution Retirement Plan · $38M · 193 · 82nd
- PART $38M
- TYPE 193
- NET 82nd
- BOOK Other
- VS-ST near National Science Teachers Association Defined Contribution Plan
- BOY ind #2565
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 Texas →
Saint Mary's Hall Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Saint Mary's Hall plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 27.91967388605575% vs 2022
- 2024 filing year
| 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.
- 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
Saint Mary's Hall Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is National Science Teachers Association Defined Contribution Plan in VA ($38M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Louisville Collegiate School Defined Contribution Retirement Plan (KY) 193 · 0 off
- The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan (CA) 193 · 0 off
- Skyline Education 403(b) Plan (AZ) 193 · 0 off
- Cannon Memorial Hospital Employees Retirement Plan Agreement (SC) 193 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.