Other · DOL Form 5500 · 2023
Saint Therese Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 1,003
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $29,388
- Avg per participant Low balance/head
Official DOL plan name: Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan · Sponsored by Saint Therese · Minnesota · Healthcare & Social Assistance
$29M in assets, 1,003 participants
Saint Therese's Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan reported $29M in total assets and 1,003 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,534 in Healthcare & Social Assistance (17,684 peers)
Where Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits by assets
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 1,003 participants (~$29,388/participant), up 11.2% in 2023.
- #14,534
- in Healthcare & Social Assistance (17,684 peers)
- +11.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's outsized position by total assets
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,475,775 Top 21% higher than 79% 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
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan lands in the large band (1,003 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan reported participants rose from 867 in the plan year 2022 filing to 1,003 in the plan year 2023 filing.
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 411704381 · Saint Therese PY 2023 · Other
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan · $29M · 1,003 · 79th
- 5500 $29M
- 5500 1,003
- 5500 79th
- 5500 Other
- 5500 near Community Healthcare Network 403(b) Plan
- 5500 ind #14534
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 411704381 |
| Plan Effective Date | 1992-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Therese)
Sponsor-wide plan assets over time
All Saint Therese plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 3.67689137101141% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 867 | $27M |
| 2023 | 1 | 1,003 | $29M |
| 2024 | 1 | 1,145 | $26M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Community Healthcare Network 403(b) Plan in NY ($29M); by covered participants it is Michigan Public Health Institute 403(b) Retirement Savings Plan in MI (1,003 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Community Healthcare Network 403(b) Plan (NY) $29M · 827
- Columbia Valley Community Health Retirement Plan (WA) $29M · 399
- Brookwood School 403(b) Retirement Plan (MA) $30M · 81
- Austen Riggs 403(b) Retirement Plan (MA) $29M · 163
Similar participant headcount
Nearest other-state filings by covered participants (1,003 participants); asset peers above are excluded.
- Michigan Public Health Institute 403(b) Retirement Savings Plan (MI) 1,003 · 0 off
- Transpak 401(k) Plan (CA) 1,004 · 1 off
- Sma Healthcare, Inc. 403(b) Plan (FL) 1,002 · 1 off
- Lifesouth 403(b) Plan (FL) 1,001 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.