Profit Sharing ยท DOL Form 5500 ยท 2023

Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$84M
Total assets
500
Participants
83th
Percentile by assets

Sponsored by Mary Institute and Saint Louis Country Day School ยท Missouri ยท Educational Services

What the 2023 filing shows

Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan holds $84M for 500 participants - about $168,214 per participant, in the top quartile of all filed plans by assets, up 10.2% over the 2023 plan year.

$84M
total plan assets (2023 EOY)
500
covered participants
83th
percentile by assets (of 72,800 plans)
$168,214
avg assets per participant
Total Assets (2023)
$84M
Participants
500
State
Industry
Educational Services

What the Filing Says About Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan

Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by Mary Institute and Saint Louis Country Day School, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $84M in total end-of-year assets and covers 500 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 430653366, and the plan has been effective since 1983-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $76M at the beginning of 2023 to $84M at year-end - a gain of 10.2%. Net assets (after liabilities) closed the year at $84M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$76M
Total Assets (End of Year)$84M
Net Assets (End of Year)$84M
Net Income$8M
Plan TypeProfit Sharing
Employer EIN430653366
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary Institute and Saint Louis Country Day School)

Year Plans Participants Total Assets
2022 1 408 $76M
2023 1 500 $84M
2024 1 539 $90M

Nearby Profit Sharing Plans in Missouri

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

Frequently Asked Questions

How much money is in the Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan holds $84M in total assets with 500 participants. It is sponsored by Mary Institute and Saint Louis Country Day School.
What type of plan is Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan?
Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 1983-07-01. The plan is filed with the U.S. Department of Labor under EIN 430653366.
Who sponsors the Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan?
Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan is sponsored by Mary Institute and Saint Louis Country Day School, located in Missouri. The sponsor's EIN is 430653366 and the plan operates in the Educational Services industry.
How did Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan perform in 2023?
Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan grew by 10.2% during 2023, moving from $76M to $84M in total assets. Net income was $8M.
Where can I find official filings for Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan?
Official Form 5500 filings for Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430653366 or plan name at efast.dol.gov.
How does Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan compare to other plans?
You can compare Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 430653366.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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