Money Purchase · DOL Form 5500 · 2024

Rowland Hall, St. Mark's School Money Purchase Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
272
Participants Below avg headcount
81st
Percentile by assets National rank
$147,767
Avg per participant Above avg balance/head
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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.

  • #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.

#2,458
in Educational Services (3,638 peers)
+4.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rowland Hall, Saint Mark's School 403(b) DC Plan's outsized position by total assets

Rowland Hall, Saint Mark's School 403(b) DC Plan vs every filed plan by assets

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

$40,192,726 Top 19% higher than 81% 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

Rowland Hall, Saint Mark's School 403(b) 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. Rowland Hall, Saint Mark's School 403(b) DC Plan sits mid-pack in the medium band (272 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870212477 · Rowland Hall, St. Mark's School PY 2024 · Money Purchase

Rowland Hall, Saint Mark's School 403(b) DC Plan · $40M · 272 · 81st

  • 5500 $40M
  • ASSETS 272
  • PCT 81st
  • EIN Money Purchase
  • RANK near Plumbing and Pipe Fitting Industry Local 219 Annuity Fund
  • PHOTO ind #2458

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 Utah →

Rowland Hall, Saint Mark's School 403(b) DC Plan in the asset neighbourhood

Money Accumulation Pension Plan for Employees of Circles of Care, Inc.Money Accumulation Pension P…$41MRowland Hall, Saint Mark's School 403(b) DC PlanRowland Hall, Saint Mark's S…$40MPlumbing and Pipe Fitting Industry Local 219 Annuity FundPlumbing and Pipe Fitting In…$40MInternational Association of Heat & Frost Insulators & Allied Workers Local 78 Pension PlanInternational Association of…$40MPaintmakers Money Accumulation Pension Plan BPaintmakers Money Accumulati…$40M
End-of-year total assets ($M) among Rowland Hall, Saint Mark's School 403(b) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$2M
Employer EIN870212477
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rowland Hall, St. Mark's School)

Sponsor-wide plan assets over time

All Rowland Hall, St. Mark's School plans reported in each filing year

Latest sponsor-wide plan assets
$40M 18.590994948142015% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $33.9M $40.2M ▲ +18.6%
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 Scatter plot of 4 data points. -2000200400600 -50050100150 Total assets ($M) Participants Rowland Hall, Saint Mark's School 403(b) DC Plan, Total assets ($M): 40.192726 · Participants: 272Rowland Hall, Saint Mark's School 403(b) DC PlanOocl (USA) Inc. Defined Contribution Pension Plan, Total assets ($M): 97.351097 · Participants: 475Oocl (USA) Inc. Defined Contribution Pension PlanWestern States Water Council Money Purchase Pension Plan, Total assets ($M): 2.37127 · Participants: 5Western States Water Council Money Purchase Pension PlanNbcc Retirement Plan, Total assets ($M): 1.869104 · Participants: 10Nbcc Retirement Plan
Rowland Hall, Saint Mark's School 403(b) DC Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Compare Rowland Hall, Saint Mark's School 403(b) DC Plan side-by-side with 3 peers →

Rowland Hall, Saint Mark's School 403(b) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside Utah, the nearest Money Purchase by assets is Plumbing and Pipe Fitting Industry Local 219 Annuity Fund in OH ($40M); by covered participants it is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Rowland Hall, Saint Mark's School 403(b) DC Plan assets move in 2024? ▼
Rowland Hall, Saint Mark's School 403(b) DC Plan edged up modestly - up 4.8% during 2024, from $38M to $40M. Reported net income was $2M.
How have Rowland Hall, St. Mark's School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rowland Hall, St. Mark's School's sponsor-wide assets grew 18.6%, from $34M to $40M.
Where does Rowland Hall, Saint Mark's School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Rowland Hall, Saint Mark's School 403(b) DC Plan ranks in the 81st 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 Money Purchase plans are similar in size to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbing and Pipe Fitting Industry Local 219 Annuity Fund in OH ($40M, 495 participants).
Which Money Purchase plans cover a similar participant headcount to Rowland Hall, Saint Mark's School 403(b) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Boston Plasterers & Cement Masons Local 534 Deferred Income Plan in MA (271 participants, $46M 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 870212477.

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.