Other · DOL Form 5500 · 2023
St. Mark's School of Southborough, Inc. Retirement Plan
Data updated 2026-08-11
- $52M
- Total assets
- 162
- Participants
- 86th
- Percentile by assets
- $319,220
- Avg per participant
Official DOL plan name: St. Mark's School Retirement Savings Plan · Sponsored by St. Mark's School of Southborough, Inc. · Massachusetts · Educational Services
$52M in assets, 162 participants
St. Mark's School of Southborough, Inc.'s St. Mark's School Retirement Savings Plan reported $52M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #2,793 in Educational Services (3,735 peers)
Coverage in Massachusetts
St. Mark's School Retirement Savings Plan covers 162 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $52M.
- $52M
- total plan assets (2023 EOY)
- 162
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $319,220
- avg assets per participant
Where St. Mark's School Retirement Savings Plan sits by total assets
St. Mark's School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,713,573 Top 14% higher than 86% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Mark's School Retirement Savings Plan reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- St. Mark's School Retirement Savings Plan end-of-year assets rose from $45M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- St. Mark's School Retirement Savings Plan reported participants rose from 148 in the plan year 2022 filing to 162 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. St. Mark's School Retirement Savings Plan reports 162 participants - about 25% of that state average ($52M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $7M |
| Employer EIN | 042103623 |
| Plan Effective Date | 1927-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Mark's School of Southborough, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $45M |
| 2023 | 1 | 162 | $52M |
| 2024 | 1 | 168 | $55M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
St. Mark's School Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Mark's School Retirement Savings Plan by total assets, not by location.
- Chicago Area Ib of T Severance and Retirement Plan (IL) $52M · 1,277
- United States Fund for Unicef Defined Contribution Retirement Plan (NY) $52M · 293
- Mental Health Center of Denver Retirement Plan (CO) $52M · 1,070
- The Buckley School in the City of New York 403(b) Defined Contribution Plan (NY) $52M · 94
Frequently Asked Questions
How did St. Mark's School Retirement Savings Plan assets move in 2023? ▼
How have St. Mark's School of Southborough, Inc. plan assets changed over time? ▼
Where does St. Mark's School Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to St. Mark's School Retirement Savings Plan? ▼
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Filing takeaways
Ways to act on St. Mark's School Retirement Savings Plan's numbers.
- By total assets, St. Mark's School Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- St. Mark's School of Southborough, Inc.'s sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Educational Services plans