Other · DOL Form 5500 · 2023
Marymount University Retirement Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 577
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $220,687
- Avg per participant Above avg balance/head
Official DOL plan name: Marymount University Defined Contribution Retirement Plan · Sponsored by Marymount University · Virginia · Educational Services
$127M in assets, 577 participants
Marymount University's Marymount University Defined Contribution Retirement Plan reported $127M in total assets and 577 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.
- #3,270 in Educational Services (3,735 peers)
Where Marymount University Defined Contribution Retirement Plan sits by assets
Marymount University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 577 participants (~$220,687/participant), up 6.4% in 2023.
- #3,270
- in Educational Services (3,735 peers)
- +6.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Marymount University Defined Contribution Retirement Plan's outsized position by total assets
Marymount University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$127,336,603 Top 7% higher than 93% 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
Marymount University 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. Marymount University Defined Contribution Retirement Plan sits mid-pack in the medium band (577 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marymount University Defined Contribution Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Marymount University Defined Contribution Retirement Plan reported participants rose from 516 in the plan year 2022 filing to 577 in the plan year 2023 filing.
- Marymount University Defined Contribution Retirement Plan end-of-year assets rose from $120M in the plan year 2022 filing to $127M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 540573801 · Marymount University PY 2023 · Other
Marymount University Defined Contribution Retirement Plan · $127M · 577 · 93rd
- VS-ST $127M
- BOY 577
- SCH 93rd
- EBSA Other
- PART near St. John's School Retirement Plan
- TYPE ind #3270
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 Virginia →
Marymount University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $8M |
| Employer EIN | 540573801 |
| Plan Effective Date | 1961-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marymount University)
Sponsor-wide plan assets over time
All Marymount University plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 11.913612439732725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 516 | $120M |
| 2023 | 1 | 577 | $127M |
| 2024 | 1 | 971 | $134M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Marymount University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is St. John's School Retirement Plan in TX ($128M); by covered participants it is Appalachian Regional Healthcare, Inc. Voluntary Plan in KY (577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- St. John's School Retirement Plan (TX) $128M · 523
- University of Saint Joseph 403(b) Retirement Plan (CT) $128M · 896
- Davidson College Tax-Deferred Annuity Plan (NC) $128M · 405
- Memorial Health System 403(b) Plan (IL) $128M · 1,817
Similar participant headcount
Nearest other-state filings by covered participants (577 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.