Defined Benefit (Pension) · DOL Form 5500 · 2024
St. Mary's Bank Pension Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 263
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $167,332
- Avg per participant Above avg balance/head
Official DOL plan name: St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan · Sponsored by St. Mary's Bank · New Hampshire · Finance & Insurance
$44M in assets, 263 participants
St. Mary's Bank's St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan reported $44M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,254 in Finance & Insurance (8,549 peers)
Where St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan sits by assets
St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan sits in the top quartile of all filed plans by assets, $44M for 263 participants (~$167,332/participant), up 5.5% in 2024.
- #6,254
- in Finance & Insurance (8,549 peers)
- +5.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan's outsized position by total assets
St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,008,366 Top 17% higher than 83% 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. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension 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. St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan reported participants rose from 243 in the plan year 2023 filing to 263 in the plan year 2024 filing.
- St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan end-of-year assets rose from $42M in the plan year 2023 filing to $44M in the plan year 2024 filing.
DOL schedule card
Filing strip 020187390 · St. Mary's Bank PY 2024 · Defined Benefit (Pension)
St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan · $44M · 263 · 83rd
- EBSA $44M
- PART 263
- TYPE 83rd
- NET Defined Benefit (Pension)
- BOOK near Limra International Retirement Income Plan
- VS-ST ind #6254
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 Finance & Insurance retirement plans → · Plans in New Hampshire →
St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $2M |
| Employer EIN | 020187390 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Mary's Bank)
Sponsor-wide plan assets over time
All St. Mary's Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 14.311826742227268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 538 | $59M |
| 2023 | 2 | 513 | $63M |
| 2024 | 2 | 549 | $68M |
Nearby Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Employees of Dartmouth-Hitchcock $609M · 1,373
- Retirement Plan for Employees of Concord Hospital $413M · 3,416
- Elliot Health System Pension Plan $267M · 475
- Catholic Medical Center Pension Plan $243M · 352
- Osram Sylvania Pension Plan $210M · 238
St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Limra International Retirement Income Plan in CT ($44M); by covered participants it is Virco Mfg. Corporation Employees Retirement Plan in CA (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 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.