Other · DOL Form 5500 · 2024

St. Mary's University Retirement Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
677
Participants Below avg headcount
94th
Percentile by assets National rank
$283,930
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Mary's University Defined Contribution Retirement Plan · Sponsored by St. Mary's University · Texas · Educational Services

$192M in assets, 677 participants

St. Mary's University's St. Mary's University Defined Contribution Retirement Plan reported $192M in total assets and 677 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,278 in Educational Services (3,638 peers)

Where St. Mary's University Defined Contribution Retirement Plan sits by assets

St. Mary's University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $192M for 677 participants (~$283,930/participant), up 6.4% in 2024.

#3,278
in Educational Services (3,638 peers)
+6.4%
assets growth YoY
1.9×
vs typical plan assets (national mean)

St. Mary's University Defined Contribution Retirement Plan's outsized position by total assets

St. Mary's University Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$192,220,736 Top 6% higher than 94% of 123,620 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 2024

St. Mary's University Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Mary's University Defined Contribution Retirement Plan sits mid-pack in the medium band (677 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Mary's University Defined Contribution Retirement Plan reported participants fell from 767 in the plan year 2023 filing to 677 in the plan year 2024 filing.
  • St. Mary's University Defined Contribution Retirement Plan end-of-year assets rose from $181M in the plan year 2023 filing to $192M in the plan year 2024 filing.
  • St. Mary's University Defined Contribution Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741143128 · St. Mary's University PY 2024 · Other

St. Mary's University Defined Contribution Retirement Plan · $192M · 677 · 94th

  • RANK $192M
  • RANK 677
  • RANK 94th
  • RANK Other
  • RANK near Woman's Hospital Foundation 403(b) Retirement Savings Plan
  • RANK ind #3278

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 →

St. Mary's University Defined Contribution Retirement Plan in the asset neighbourhood

Ford Foundation Savings Plan$193MWoman's Hospital Foundation 403(b) Retirement Savings PlanWoman's Hospital Foundation …$192MSt. Mary's University Defined Contribution Retirement PlanSt. Mary's University Define…$192MSarah Lawrence College 403(b) Retirement PlanSarah Lawrence College 403(b…$192MBrooklyn Law School Defined Contribution and Tax Deferred Annuity PlanBrooklyn Law School Defined …$192M
End-of-year total assets ($M) among St. Mary's University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$192M
Net Income$11M
Employer EIN741143128
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Mary's University)

Sponsor-wide plan assets over time

All St. Mary's University plans reported in each filing year

Latest sponsor-wide plan assets
$192M 13.40405820962828% vs 2022
2024 filing year
$160M$170M$180M$190M$200M 202220232024 $170M $192M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 780 $170M
2023 1 767 $181M
2024 1 677 $192M

Nearby Other Plans in Texas

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

St. Mary's University Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 01234 Total assets ($B) Participants St. Mary's University Defined Contribution Retirement Plan, Total assets ($B): 0.192220736 · Participants: 677St. Mary's University Defined Contribution Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
St. Mary's University Defined Contribution Retirement Plan vs. nearby Other plans in Texas, assets vs. participants

St. Mary's University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Woman's Hospital Foundation 403(b) Retirement Savings Plan in LA ($192M); by covered participants it is Community Services for Autistic Adults and Children 403(b) Plan in MD (677 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Mary's University Defined Contribution Retirement Plan assets move in 2024?
St. Mary's University Defined Contribution Retirement Plan grew at a solid clip - up 6.4% during 2024, from $181M to $192M. Reported net income was $11M.
How have St. Mary's University plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Mary's University's sponsor-wide assets grew 13.4%, from $170M to $192M.
Where does St. Mary's University Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
St. Mary's University Defined Contribution Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to St. Mary's University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Woman's Hospital Foundation 403(b) Retirement Savings Plan in LA ($192M, 2,460 participants).
Which Other plans cover a similar participant headcount to St. Mary's University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Community Services for Autistic Adults and Children 403(b) Plan in MD (677 participants, $11M in assets).