Other · DOL Form 5500 · 2023

St. Mary's College Retirement Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
617
Participants Below avg headcount
93rd
Percentile by assets National rank
$219,560
Avg per participant Above avg balance/head
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Official DOL plan name: Saint Mary's College Defined Contribution Retirement Plan · Sponsored by St. Mary's College · Indiana · Educational Services

$135M in assets, 617 participants

St. Mary's College's Saint Mary's College Defined Contribution Retirement Plan reported $135M in total assets and 617 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,295 in Educational Services (3,735 peers)

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

Saint Mary's College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $135M for 617 participants (~$219,560/participant), up 7.7% in 2023.

#3,295
in Educational Services (3,735 peers)
+7.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

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

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

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

$135,468,812 Top 7% higher than 93% 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

Saint Mary's College 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 College Defined Contribution Retirement Plan sits mid-pack in the medium band (617 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Mary's College Defined Contribution Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Saint Mary's College Defined Contribution Retirement Plan reported participants rose from 427 in the plan year 2022 filing to 617 in the plan year 2023 filing.
  • Saint Mary's College Defined Contribution Retirement Plan end-of-year assets rose from $126M in the plan year 2022 filing to $135M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350868158 · St. Mary's College PY 2023 · Other

Saint Mary's College Defined Contribution Retirement Plan · $135M · 617 · 93rd

  • BOY $135M
  • BOY 617
  • BOY 93rd
  • BOY Other
  • BOY near Pitzer College Academic Retirement Plan
  • BOY ind #3295

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 Indiana →

Saint Mary's College Defined Contribution Retirement Plan in the asset neighbourhood

Philadelphia Museum of Art 403(b) Retirement and Savings PlanPhiladelphia Museum of Art 4…$137MCurry College Defined Contribution Retirement PlanCurry College Defined Contri…$136MPitzer College Academic Retirement PlanPitzer College Academic Reti…$136MSaint Mary's College Defined Contribution Retirement PlanSaint Mary's College Defined…$135MNoble and Greenough School Defined Contribution Ret PlanNoble and Greenough School D…$134M
End-of-year total assets ($M) among Saint Mary's College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$135M
Net Income$10M
Employer EIN350868158
Plan Effective Date1957-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Mary's College)

Sponsor-wide plan assets over time

All St. Mary's College plans reported in each filing year

Latest sponsor-wide plan assets
$144M 14.288089021843007% vs 2022
2024 filing year
$120M$130M$140M$150M 202220232024 $126M $144M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 427 $126M
2023 1 617 $135M
2024 1 808 $144M

Nearby Other Plans in Indiana

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

Saint Mary's College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 02004006008001000 Total assets ($M) Participants Saint Mary's College Defined Contribution Retirement Plan, Total assets ($M): 135.468812 · Participants: 617Saint Mary's College Defined Contribution Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Saint Mary's College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Saint Mary's College Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Other by assets is Pitzer College Academic Retirement Plan in CA ($136M); by covered participants it is Cornerstone Family Healthcare 403(b) Plan in NY (617 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (617 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 Saint Mary's College Defined Contribution Retirement Plan assets move in 2023? ▼
Saint Mary's College Defined Contribution Retirement Plan grew at a solid clip - up 7.7% during 2023, from $126M to $135M. Reported net income was $10M.
How have St. Mary's College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Mary's College's sponsor-wide assets grew 14.3%, from $126M to $144M.
Where does Saint Mary's College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Mary's College Defined Contribution Retirement Plan ranks in the 93rd 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 Saint Mary's College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pitzer College Academic Retirement Plan in CA ($136M, 408 participants).
Which Other plans cover a similar participant headcount to Saint Mary's College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Family Healthcare 403(b) Plan in NY (617 participants, $18M 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 350868158.

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.