Other · DOL Form 5500 · 2024

University of St. Thomas Retirement Plan

Data updated 2026-08-25

$460M
Total assets Above avg plan size
2,357
Participants Above avg headcount
97th
Percentile by assets National rank
$195,039
Avg per participant Above avg balance/head
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Official DOL plan name: University of St. Thomas Retirement Plan · Sponsored by University of St. Thomas · Minnesota · Educational Services

$460M in assets, 2,357 participants

University of St. Thomas's University of St. Thomas Retirement Plan reported $460M in total assets and 2,357 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,471 in Educational Services (3,638 peers)

Coverage in Minnesota

University of St. Thomas Retirement Plan covers 2,357 participants in Minnesota, 2.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $460M.

#3,471
in Educational Services (3,638 peers)
+8.8%
assets growth YoY
4.6×
vs typical plan assets (national mean)

University of St. Thomas Retirement Plan's outsized position by total assets

University of St. Thomas Retirement Plan vs every filed plan by assets

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

$459,707,522 Top 3% higher than 97% 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

University of St. Thomas 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. University of St. Thomas Retirement Plan lands in the large band (2,357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of St. Thomas Retirement Plan reported net income fell from $64M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • University of St. Thomas Retirement Plan end-of-year assets rose from $422M in the plan year 2023 filing to $460M in the plan year 2024 filing.
  • University of St. Thomas Retirement Plan reported participants fell from 2,481 in the plan year 2023 filing to 2,357 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410693970 · University of St. Thomas PY 2024 · Other

University of St. Thomas Retirement Plan · $460M · 2,357 · 97th

  • EBSA $460M
  • PART 2,357
  • TYPE 97th
  • NET Other
  • BOOK near Santa Clara University Tax-Deferred Annuity Plan
  • VS-ST ind #3471

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 →

University of St. Thomas Retirement Plan in the asset neighbourhood

The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity PlanThe Charles Stark Draper Lab…$461MUniversity of St. Thomas Retirement PlanUniversity of St. Thomas Ret…$460MSanta Clara University Tax-Deferred Annuity PlanSanta Clara University Tax-D…$460MTouro 403(b) Plan$458MUniversity of Hartford Defined Contribution and Tax-Deferred Annuity Retirement PlanUniversity of Hartford Defin…$458M
End-of-year total assets ($M) among University of St. Thomas Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$422M
Net Assets (End of Year)$460M
Net Income$37M
Employer EIN410693970
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of St. Thomas)

Sponsor-wide plan assets over time

All University of St. Thomas plans reported in each filing year

Latest sponsor-wide plan assets
$460M 28.398189334173523% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $358M $460M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 2,317 $358M
2023 1 2,481 $422M
2024 1 2,357 $460M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

University of St. Thomas Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants University of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanCarleton College Defined Contribution Plan, Total assets ($B): 0.396717996 · Participants: 906Carleton College Defined Contribution Plan
University of St. Thomas Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare University of St. Thomas Retirement Plan side-by-side with 3 peers →

University of St. Thomas Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Santa Clara University Tax-Deferred Annuity Plan in CA ($460M); by covered participants it is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT (2,360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,357 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 University of St. Thomas Retirement Plan assets move in 2024? ▼
University of St. Thomas Retirement Plan grew at a solid clip - up 8.8% during 2024, from $422M to $460M. Reported net income was $37M.
How have University of St. Thomas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of St. Thomas's sponsor-wide assets grew 28.4%, from $358M to $460M.
Where does University of St. Thomas Retirement Plan rank by assets among Form 5500 filers? ▼
University of St. Thomas Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of St. Thomas Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Santa Clara University Tax-Deferred Annuity Plan in CA ($460M, 1,857 participants).
Which Other plans cover a similar participant headcount to University of St. Thomas Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT (2,360 participants, $242M 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 410693970.

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.