Other · DOL Form 5500 · 2024
St. Catherine University Retirement Plan
Data updated 2026-08-25
- $178M
- Total assets Near avg plan size
- 1,029
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $173,148
- Avg per participant Above avg balance/head
Official DOL plan name: St. Catherine University Defined Contribution Retirement Plan · Sponsored by St. Catherine University · Minnesota · Educational Services
$178M in assets, 1,029 participants
St. Catherine University's St. Catherine University Defined Contribution Retirement Plan reported $178M in total assets and 1,029 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.
- #3,254 in Educational Services (3,638 peers)
Where St. Catherine University Defined Contribution Retirement Plan sits by assets
St. Catherine University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $178M for 1,029 participants (~$173,148/participant), up 4.8% in 2024.
- #3,254
- in Educational Services (3,638 peers)
- +4.8%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
St. Catherine University Defined Contribution Retirement Plan's outsized position by total assets
St. Catherine University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$178,169,603 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St. Catherine University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Catherine University Defined Contribution Retirement Plan lands in the large band (1,029 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Catherine University Defined Contribution Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- St. Catherine University Defined Contribution Retirement Plan end-of-year assets rose from $170M in the plan year 2023 filing to $178M in the plan year 2024 filing.
- St. Catherine University Defined Contribution Retirement Plan reported participants rose from 1,004 in the plan year 2023 filing to 1,029 in the plan year 2024 filing.
DOL schedule card
Filing strip 410695509 · St. Catherine University PY 2024 · Other
St. Catherine University Defined Contribution Retirement Plan · $178M · 1,029 · 94th
- EIN $178M
- EIN 1,029
- EIN 94th
- EIN Other
- EIN near Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan
- EIN ind #3254
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 →
St. Catherine University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | $8M |
| Employer EIN | 410695509 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Catherine University)
Sponsor-wide plan assets over time
All St. Catherine University plans reported in each filing year
- Latest sponsor-wide plan assets
- $178M 13.460067052329865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 974 | $157M |
| 2023 | 1 | 1,004 | $170M |
| 2024 | 1 | 1,029 | $178M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
St. Catherine University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan in CA ($178M); by covered participants it is Cold Spring Harbor Laboratory Tax Deferred Annuity Plan in NY (1,030 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,029 participants); asset peers above are excluded.
- Cold Spring Harbor Laboratory Tax Deferred Annuity Plan (NY) 1,030 · 1 off
- Middlebury College Voluntary Retirement Plan (VT) 1,028 · 1 off
- Wheaton College Retirement Plan (IL) 1,027 · 2 off
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan (NJ) 1,027 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.