401(k) · DOL Form 5500 · 2023

St. Marys of Medford, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
99
Participants Small participant base
56th
Percentile by assets National rank
$88,439
Avg per participant Below avg balance/head
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Official DOL plan name: St. Mary's of Medford School 403(b) Plan · Sponsored by St. Marys of Medford, Inc. · Oregon · Educational Services

$9M in assets, 99 participants

St. Marys of Medford, Inc.'s St. Mary's of Medford School 403(b) Plan reported $9M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,450 in Educational Services (3,735 peers)

St. Marys of Medford, Inc. multi-year trail

St. Marys of Medford, Inc.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows St. Mary's of Medford School 403(b) Plan at $9M / 99 participants.

#1,450
in Educational Services (3,735 peers)
+20.7%
assets growth YoY

St. Mary's of Medford School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

St. Mary's of Medford School 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,755,494 Top 44% higher than 56% of 127,068 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 2023

St. Mary's of Medford School 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Mary's of Medford School 403(b) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Mary's of Medford School 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • St. Mary's of Medford School 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • St. Mary's of Medford School 403(b) Plan reported participants rose from 85 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930514209 · St. Marys of Medford, Inc. PY 2023 · 401(k)

St. Mary's of Medford School 403(b) Plan · $9M · 99 · 56th

  • PCT $9M
  • PCT 99
  • PCT 56th
  • PCT 401(k)
  • PCT near Oakland Financial Services, Inc. 401(k) Plan
  • PCT ind #1450

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 Oregon →

St. Mary's of Medford School 403(b) Plan in the asset neighbourhood

St. Mary's of Medford School 403(b) PlanSt. Mary's of Medford School…$9MOakland Financial Services, Inc. 401(k) PlanOakland Financial Services, …$9MO'reilly Hospitality Management, LLC 401(k) PlanO'reilly Hospitality Managem…$9MSimon Eye Management LLC 401(k) Profit Sharing Plan & TrustSimon Eye Management LLC 401…$9MBueno Foods 401(k) Plan$9M
End-of-year total assets ($M) among St. Mary's of Medford School 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

St. Marys of Medford, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All St. Marys of Medford, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.92109789599262% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.25M $9.71M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 85 $7M
2023 1 99 $9M
2024 1 96 $10M

St. Marys of Medford, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN930514209
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Mary's of Medford School 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants St. Mary's of Medford School 403(b) Plan, Total assets ($B): 0.008755494 · Participants: 99St. Mary's of Medford School 403(b) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
St. Mary's of Medford School 403(b) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare St. Mary's of Medford School 403(b) Plan side-by-side with 3 peers →

St. Mary's of Medford School 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Oakland Financial Services, Inc. 401(k) Plan in NE ($9M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Mary's of Medford School 403(b) Plan assets move in 2023? ▼
St. Mary's of Medford School 403(b) Plan grew sharply - up 20.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have St. Marys of Medford, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Marys of Medford, Inc.'s sponsor-wide assets grew 33.9%, from $7M to $10M.
Which 401(k) plans are similar in size to St. Mary's of Medford School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oakland Financial Services, Inc. 401(k) Plan in NE ($9M, 126 participants).
Which 401(k) plans cover a similar participant headcount to St. Mary's of Medford School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930514209.

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.