Other · DOL Form 5500 · 2023
St. Mark's School of Southborough, Inc. Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 162
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $319,220
- Avg per participant High balance/head
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.
- #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.
- #2,793
- in Educational Services (3,735 peers)
- +15.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
St. Mark's School Retirement Savings Plan's outsized position 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
St. Mark's School Retirement Savings 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. St. Mark's School Retirement Savings Plan sits mid-pack in the medium band (162 participants).
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.
EBSA filing schedule strip
Filing strip 042103623 · St. Mark's School of Southborough, Inc. PY 2023 · Other
St. Mark's School Retirement Savings Plan · $52M · 162 · 86th
- EOY $52M
- EOY 162
- EOY 86th
- EOY Other
- EOY near Chicago Area Ib of T Severance and Retirement Plan
- EOY ind #2793
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 Massachusetts →
St. Mark's School Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All St. Mark's School of Southborough, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 23.396589753848815% vs 2022
- 2024 filing year
| 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.
- 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
St. Mark's School Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Chicago Area Ib of T Severance and Retirement Plan in IL ($52M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (162 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.