Other · DOL Form 5500 · 2024

Shattuck-St. Mary's School Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
266
Participants Below avg headcount
78th
Percentile by assets National rank
$114,464
Avg per participant Below avg balance/head
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Official DOL plan name: Shattuck-St. Mary's School DC Plan · Sponsored by Shattuck-St. Mary's School · Minnesota · Educational Services

$30M in assets, 266 participants

Shattuck-St. Mary's School's Shattuck-St. Mary's School DC Plan reported $30M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,263 in Educational Services (3,638 peers)

Coverage in Minnesota

Shattuck-St. Mary's School DC Plan covers 266 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $30M.

#2,263
in Educational Services (3,638 peers)
+9.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shattuck-St. Mary's School DC Plan's outsized position by total assets

Shattuck-St. Mary's School DC Plan vs every filed plan by assets

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

$30,447,438 Top 22% higher than 78% 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

Shattuck-St. Mary's School DC 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. Shattuck-St. Mary's School DC Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shattuck-St. Mary's School DC Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shattuck-St. Mary's School DC Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Shattuck-St. Mary's School DC Plan reported participants rose from 259 in the plan year 2023 filing to 266 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410696908 · Shattuck-St. Mary's School PY 2024 · Other

Shattuck-St. Mary's School DC Plan · $30M · 266 · 78th

  • TYPE $30M
  • TYPE 266
  • TYPE 78th
  • TYPE Other
  • TYPE near Samaritan Healthcare & Hospice, Inc. 403(b) Plan
  • TYPE ind #2263

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 Minnesota →

Shattuck-St. Mary's School DC Plan in the asset neighbourhood

92nd Street Y 403(b) Plan$30MAmerican Association of Community Colleges 403(b) DC PlanAmerican Association of Comm…$30MSamaritan Healthcare & Hospice, Inc. 403(b) PlanSamaritan Healthcare & Hospi…$30MShattuck-St. Mary's School DC PlanShattuck-St. Mary's School D…$30MWilbraham and Monson Academy Defined Contribution Retirement PlanWilbraham and Monson Academy…$30M
End-of-year total assets ($M) among Shattuck-St. Mary's School DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN410696908
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shattuck-St. Mary's School)

Sponsor-wide plan assets over time

All Shattuck-St. Mary's School plans reported in each filing year

Latest sponsor-wide plan assets
$30M 18.25718289318928% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.8M $30.5M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 363 $26M
2023 1 259 $28M
2024 1 266 $30M

Nearby Other Plans in Minnesota

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

Shattuck-St. Mary's School DC Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Shattuck-St. Mary's School DC Plan, Total assets ($B): 0.030447438 · Participants: 266Shattuck-St. Mary's School DC PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
Shattuck-St. Mary's School DC Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Shattuck-St. Mary's School DC Plan side-by-side with 3 peers →

Shattuck-St. Mary's School DC Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Samaritan Healthcare & Hospice, Inc. 403(b) Plan in NJ ($30M); by covered participants it is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.

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 Shattuck-St. Mary's School DC Plan assets move in 2024? ▼
Shattuck-St. Mary's School DC Plan grew at a solid clip - up 9.0% during 2024, from $28M to $30M. Reported net income was $3M.
How have Shattuck-St. Mary's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shattuck-St. Mary's School's sponsor-wide assets grew 18.3%, from $26M to $30M.
Where does Shattuck-St. Mary's School DC Plan rank by assets among Form 5500 filers? ▼
Shattuck-St. Mary's School DC Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Shattuck-St. Mary's School DC Plan? ▼
Among Other plans in other states, the closest by assets is Samaritan Healthcare & Hospice, Inc. 403(b) Plan in NJ ($30M, 395 participants).
Which Other plans cover a similar participant headcount to Shattuck-St. Mary's School DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN (266 participants, $61M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410696908.

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.