401(k) · DOL Form 5500 · 2024

Mount Saint Mary Academy, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
67
Participants Small participant base
48th
Percentile by assets National rank
$101,830
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mount Saint Mary Academy, Inc. 401(k) Retirement Plan · Sponsored by Mount Saint Mary Academy, Inc. · New Jersey · Educational Services

$7M in assets, 67 participants

Mount Saint Mary Academy, Inc.'s Mount Saint Mary Academy, Inc. 401(k) Retirement Plan reported $7M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,150 in Educational Services (3,638 peers)

Mount Saint Mary Academy, Inc. multi-year trail

Mount Saint Mary Academy, Inc.'s plans moved +43.2% in assets from 2022 to 2024; this filing shows Mount Saint Mary Academy, Inc. 401(k) Retirement Plan at $7M / 67 participants.

#1,150
in Educational Services (3,638 peers)
+16.5%
assets growth YoY

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$6,822,584 48th percentile higher than 48% 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

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Saint Mary Academy, Inc. 401(k) Retirement Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mount Saint Mary Academy, Inc. 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Mount Saint Mary Academy, Inc. 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $969K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222981173 · Mount Saint Mary Academy, Inc. PY 2024 · 401(k)

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan · $7M · 67 · 48th

  • VS-ST $7M
  • VS-ST 67
  • VS-ST 48th
  • VS-ST 401(k)
  • VS-ST near Quantum Leap Healthcare Collaborative 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #1150

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 New Jersey →

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan in the asset neighbourhood

Mount Saint Mary Academy, Inc. 401(k) Retirement PlanMount Saint Mary Academy, In…$7MQuantum Leap Healthcare Collaborative 401(k) Profit Sharing Plan and TrustQuantum Leap Healthcare Coll…$7MLookingpoint, Inc. 401(k) PlanLookingpoint, Inc. 401(k) Pl…$7MConnectrn Inc. 401(k) Plan$7MSlic Network Solutions, Inc. 401(k) Profit Sharing Plan and TrustSlic Network Solutions, Inc.…$7M
End-of-year total assets ($M) among Mount Saint Mary Academy, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mount Saint Mary Academy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mount Saint Mary Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.20538936798347% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.76M $6.82M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 62 $5M
2023 1 67 $6M
2024 1 67 $7M

Mount Saint Mary Academy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$969K
Employer EIN222981173
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Mount Saint Mary Academy, Inc. 401(k) Retirement Plan, Total assets ($B): 0.006822584 · Participants: 67Mount Saint Mary Academy, Inc. 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Mount Saint Mary Academy, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Mount Saint Mary Academy, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Quantum Leap Healthcare Collaborative 401(k) Profit Sharing Plan and Trust in CA ($7M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 Mount Saint Mary Academy, Inc. 401(k) Retirement Plan assets move in 2024?
Mount Saint Mary Academy, Inc. 401(k) Retirement Plan grew sharply - up 16.5% during 2024, from $6M to $7M. Reported net income was $969K.
How have Mount Saint Mary Academy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mount Saint Mary Academy, Inc.'s sponsor-wide assets grew 43.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Mount Saint Mary Academy, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Quantum Leap Healthcare Collaborative 401(k) Profit Sharing Plan and Trust in CA ($7M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Mount Saint Mary Academy, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants, N/A in assets).