401(k) · DOL Form 5500 · 2023

St. Mary's Bank 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
270
Participants Below avg headcount
73rd
Percentile by assets National rank
$77,110
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Mary's Bank 401(k) Plan · Sponsored by St. Mary's Bank · New Hampshire · Finance & Insurance

$21M in assets, 270 participants

St. Mary's Bank's St. Mary's Bank 401(k) Plan reported $21M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,331 in Finance & Insurance (8,869 peers)

St. Mary's Bank multi-year trail

St. Mary's Bank's plans moved +14.3% in assets from 2022 to 2024; this filing shows St. Mary's Bank 401(k) Plan at $21M / 270 participants.

#5,331
in Finance & Insurance (8,869 peers)
+1.7%
assets growth YoY

St. Mary's Bank 401(k) Plan's outsized position by total assets

St. Mary's Bank 401(k) Plan vs every filed plan by assets

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

$20,819,692 Top 27% higher than 73% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 401(k) 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 401(k) Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Mary's Bank 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $346K in the plan year 2023 filing.
  • St. Mary's Bank 401(k) Plan reported participants fell from 287 in the plan year 2022 filing to 270 in the plan year 2023 filing.
  • St. Mary's Bank 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020187390 · St. Mary's Bank PY 2023 · 401(k)

St. Mary's Bank 401(k) Plan · $21M · 270 · 73rd

  • 5500 $21M
  • ASSETS 270
  • PCT 73rd
  • EIN 401(k)
  • RANK near Idealease Inc. 401(k) Plan
  • PHOTO ind #5331

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 401(k) Plan in the asset neighbourhood

St. Mary's Bank 401(k) Plan$21MIdealease Inc. 401(k) Plan$21MKenmode Tool and Engineering, Inc. 401(k) PlanKenmode Tool and Engineering…$21MKellermeyer Bergensons Services Savings & Protection PlanKellermeyer Bergensons Servi…$21M365 Retail Markets, LLC 401 (K) Plan365 Retail Markets, LLC 401 …$21M
End-of-year total assets ($M) among St. Mary's Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

St. Mary's Bank multi-year asset trail

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
$55M$60M$65M$70M 202220232024 $59.3M $67.8M ▲ +14.3%
Year Plans Participants Total Assets
2022 2 538 $59M
2023 2 513 $63M
2024 2 549 $68M

St. Mary's Bank filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$346K
Employer EIN020187390
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Mary's Bank 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants St. Mary's Bank 401(k) Plan, Total assets ($M): 20.819692 · Participants: 270St. Mary's Bank 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
St. Mary's Bank 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare St. Mary's Bank 401(k) Plan side-by-side with 3 peers →

St. Mary's Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Idealease Inc. 401(k) Plan in IL ($21M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (270 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.

Frequently Asked Questions

How did St. Mary's Bank 401(k) Plan assets move in 2023? ▼
St. Mary's Bank 401(k) Plan edged up modestly - up 1.7% during 2023, from $20M to $21M. Reported net income was $346K.
How have St. Mary's Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Mary's Bank's sponsor-wide assets grew 14.3%, from $59M to $68M.
Which 401(k) plans are similar in size to St. Mary's Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idealease Inc. 401(k) Plan in IL ($21M, 134 participants).
Which 401(k) plans cover a similar participant headcount to St. Mary's Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M in assets).

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 020187390.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.