Other · DOL Form 5500 · 2023

St. Mary's College Retirement Plan

Data updated 2026-08-11

$135M
Total assets
617
Participants
93rd
Percentile by assets
$219,560
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$135M
total plan assets (2023 EOY)
617
covered participants
93rd
percentile by assets (of 127,072 plans)
$219,560
avg assets per participant

Where Saint Mary's College Defined Contribution Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Indiana
Industry
Educational Services

Saint Mary's College Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Saint Mary's College Defined Contribution Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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)

$120M$130M$140M$150M 202220232024 $126M $144M ▲ +14.3%
Total plan assets by year, all St. Mary's College plans on file
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 ($M) Participants Saint Mary's College…, Total assets ($M): 135.468812 · Participants: 617Saint Mary's College…Parkview Health Syst…, Total assets ($M): 787.127482 · Participants: 16096Parkview Health Syst…Beacon Retirement Sa…, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Sa…Ici Multiple Employe…, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employe…Community Foundation…, Total assets ($M): 391.056673 · Participants: 7567Community Foundation…Butler University Re…, Total assets ($M): 343.073559 · Participants: 3137Butler University Re…
Saint Mary's College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Saint Mary's College Defined Contributio… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

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

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).

Next read for Saint Mary's College Defined Contributio…

Scale reading

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

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.