Money Purchase · DOL Form 5500 · 2024
Rowland Hall, St. Mark's School Money Purchase Plan
Data updated 2026-08-11
- $40M
- Total assets
- 272
- Participants
- 81st
- Percentile by assets
- $147,767
- Avg per participant
Official DOL plan name: Rowland Hall, Saint Mark's School 403(b) DC Plan · Sponsored by Rowland Hall, St. Mark's School · Utah · Educational Services
$40M in assets, 272 participants
Rowland Hall, St. Mark's School's Rowland Hall, Saint Mark's School 403(b) DC Plan reported $40M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 123,622 plans)
- #2,458 in Educational Services (3,638 peers)
Coverage in Utah
Rowland Hall, Saint Mark's School 403(b) DC Plan covers 272 participants in Utah, about 46% of the average Utah filer (state average ~592 per filing). Assets: $40M.
- $40M
- total plan assets (2024 EOY)
- 272
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $147,767
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rowland Hall, Saint Mark's School 403(b) DC Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rowland Hall, Saint Mark's School 403(b) DC Plan end-of-year assets rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Rowland Hall, Saint Mark's School 403(b) DC Plan reported participants rose from 265 in the plan year 2023 filing to 272 in the plan year 2024 filing.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Rowland Hall, Saint Mark's School 403(b) DC Plan reports 272 participants - about 46% of that state average ($40M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $2M |
| Employer EIN | 870212477 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rowland Hall, St. Mark's School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $34M |
| 2023 | 1 | 265 | $38M |
| 2024 | 1 | 272 | $40M |
Nearby Money Purchase Plans in Utah
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Rowland Hall, Saint Mark's School 403(b) DC Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Rowland Hall, Saint Mark's School 403(b) DC Plan by total assets, not by location.
- Plumbing and Pipe Fitting Industry Local 219 Annuity Fund (OH) $40M · 495
- International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan (TN) $40M · 177
- Money Accumulation Pension Plan for Employees of Circles of Care, Inc. (FL) $41M · 352
- Paintmakers Money Accumulation Pension Plan B (WA) $40M · 286
Frequently Asked Questions
How did Rowland Hall, Saint Mark's School 403(b) DC Plan assets move in 2024? ▼
How have Rowland Hall, St. Mark's School plan assets changed over time? ▼
Where does Rowland Hall, Saint Mark's School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Next read for Rowland Hall, Saint Mark's School 403(b)…
Filing takeaways
Ways to act on Rowland Hall, Saint Mark's School 403(b) DC Plan's numbers.
- By total assets, Rowland Hall, Saint Mark's School 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Utah. Compare plans
- Rowland Hall, St. Mark's School's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Educational Services plans