Other · DOL Form 5500 · 2023

University of St. Thomas Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
752
Participants Near avg headcount
88th
Percentile by assets National rank
$85,508
Avg per participant Below avg balance/head
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Official DOL plan name: University of St. Thomas 403(b) Retirement Plan · Sponsored by University of St. Thomas · Texas · Educational Services

$64M in assets, 752 participants

University of St. Thomas's University of St. Thomas 403(b) Retirement Plan reported $64M in total assets and 752 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,926 in Educational Services (3,735 peers)

Where University of St. Thomas 403(b) Retirement Plan sits by assets

University of St. Thomas 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $64M for 752 participants (~$85,508/participant), up 11.9% in 2023.

#2,926
in Educational Services (3,735 peers)
+11.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

University of St. Thomas 403(b) Retirement Plan's outsized position by total assets

University of St. Thomas 403(b) Retirement Plan vs every filed plan by assets

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

$64,302,258 Top 12% higher than 88% 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

University of St. Thomas 403(b) 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. University of St. Thomas 403(b) Retirement Plan sits mid-pack in the medium band (752 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of St. Thomas 403(b) Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • University of St. Thomas 403(b) Retirement Plan end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741277664 · University of St. Thomas PY 2023 · Other

University of St. Thomas 403(b) Retirement Plan · $64M · 752 · 88th

  • BOOK $64M
  • VS-ST 752
  • BOY 88th
  • SCH Other
  • EBSA near San Francisco Museum of Modern Art Retirement Plan
  • PART ind #2926

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 Texas →

University of St. Thomas 403(b) Retirement Plan in the asset neighbourhood

Pine Crest Preparatory School, Inc. 403(b) PlanPine Crest Preparatory Schoo…$64MTax Deferred Annuity Plan of Visiting NurseTax Deferred Annuity Plan of…$64MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$64MUniversity of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$64MSan Francisco Museum of Modern Art Retirement PlanSan Francisco Museum of Mode…$64M
End-of-year total assets ($M) among University of St. Thomas 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN741277664
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of St. Thomas)

Sponsor-wide plan assets over time

All University of St. Thomas plans reported in each filing year

Latest sponsor-wide plan assets
$71M 22.877087651776215% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.5M $70.6M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 751 $57M
2023 1 752 $64M
2024 1 869 $71M

Nearby Other Plans in Texas

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

University of St. Thomas 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants University of St. Thomas 403(b) Retirement Plan, Total assets ($B): 0.064302258 · Participants: 752University of St. Thomas 403(b) Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
University of St. Thomas 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare University of St. Thomas 403(b) Retirement Plan side-by-side with 3 peers →

University of St. Thomas 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is San Francisco Museum of Modern Art Retirement Plan in CA ($64M); by covered participants it is Colorado Iron Workers Individual Account Trust Fund in CO (752 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (752 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 University of St. Thomas 403(b) Retirement Plan assets move in 2023? ▼
University of St. Thomas 403(b) Retirement Plan grew at a solid clip - up 11.9% during 2023, from $57M to $64M. Reported net income was $7M.
How have University of St. Thomas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of St. Thomas's sponsor-wide assets grew 22.9%, from $57M to $71M.
Where does University of St. Thomas 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
University of St. Thomas 403(b) Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of St. Thomas 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is San Francisco Museum of Modern Art Retirement Plan in CA ($64M, 567 participants).
Which Other plans cover a similar participant headcount to University of St. Thomas 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Colorado Iron Workers Individual Account Trust Fund in CO (752 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 741277664.

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.