Other · DOL Form 5500 · 2023

Mount Saint Mary College Retirement Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
314
Participants Below avg headcount
91st
Percentile by assets National rank
$291,343
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mount Saint Mary College Defined Contribution Plan · Sponsored by Mount Saint Mary College · New York · Educational Services

$91M in assets, 314 participants

Mount Saint Mary College's Mount Saint Mary College Defined Contribution Plan reported $91M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,126 in Educational Services (3,735 peers)

Coverage in New York

Mount Saint Mary College Defined Contribution Plan covers 314 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $91M.

#3,126
in Educational Services (3,735 peers)
+9.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mount Saint Mary College Defined Contribution Plan's outsized position by total assets

Mount Saint Mary College Defined Contribution Plan vs every filed plan by assets

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

$91,481,832 Top 9% higher than 91% 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

Mount Saint Mary College Defined Contribution 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. Mount Saint Mary College Defined Contribution Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Saint Mary College Defined Contribution Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mount Saint Mary College Defined Contribution Plan reported participants rose from 256 in the plan year 2022 filing to 314 in the plan year 2023 filing.
  • Mount Saint Mary College Defined Contribution Plan end-of-year assets rose from $84M in the plan year 2022 filing to $91M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141468399 · Mount Saint Mary College PY 2023 · Other

Mount Saint Mary College Defined Contribution Plan · $91M · 314 · 91st

  • NET $91M
  • BOOK 314
  • VS-ST 91st
  • BOY Other
  • SCH near Wingate University Retirement Plan
  • EBSA ind #3126

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 New York →

Mount Saint Mary College Defined Contribution Plan in the asset neighbourhood

Commonwealth Health Corporation 403(b) PlanCommonwealth Health Corporat…$92MGlass Gardens Inc Profit Sharing PlanGlass Gardens Inc Profit Sha…$92MRetirement Plan for American Enterprise Institute for Public Policy ResearchRetirement Plan for American…$92MMount Saint Mary College Defined Contribution PlanMount Saint Mary College Def…$91MWingate University Retirement PlanWingate University Retiremen…$91M
End-of-year total assets ($M) among Mount Saint Mary College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$91M
Net Income$8M
Employer EIN141468399
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Saint Mary College)

Sponsor-wide plan assets over time

All Mount Saint Mary College plans reported in each filing year

Latest sponsor-wide plan assets
$96M 14.842682136420846% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $83.8M $96.2M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 256 $84M
2023 1 314 $91M
2024 1 331 $96M

Nearby Other Plans in New York

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

Mount Saint Mary College Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mount Saint Mary College Defined Contribution Plan, Total assets ($B): 0.091481832 · Participants: 314Mount Saint Mary College Defined Contribution PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Mount Saint Mary College Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare Mount Saint Mary College Defined Contribution Plan side-by-side with 3 peers →

Mount Saint Mary College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Wingate University Retirement Plan in NC ($91M); by covered participants it is Wellspring Child & Family Service 403(b) Retirement Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Mount Saint Mary College Defined Contribution Plan assets move in 2023? ▼
Mount Saint Mary College Defined Contribution Plan grew at a solid clip - up 9.2% during 2023, from $84M to $91M. Reported net income was $8M.
How have Mount Saint Mary College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Saint Mary College's sponsor-wide assets grew 14.8%, from $84M to $96M.
Where does Mount Saint Mary College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Mount Saint Mary College Defined Contribution Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Mount Saint Mary College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Wingate University Retirement Plan in NC ($91M, 558 participants).
Which Other plans cover a similar participant headcount to Mount Saint Mary College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Wellspring Child & Family Service 403(b) Retirement Plan in MI (314 participants, $2M 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 141468399.

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.