Other · DOL Form 5500 · 2024

University of St. Thomas Retirement Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
869
Participants Near avg headcount
88th
Percentile by assets National rank
$81,274
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University of St. Thomas 403(b) Retirement Plan · Sponsored by University of St. Thomas · Texas · Educational Services

$71M in assets, 869 participants

University of St. Thomas's University of St. Thomas 403(b) Retirement Plan reported $71M in total assets and 869 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,837 in Educational Services (3,638 peers)

Where University of St. Thomas 403(b) Retirement Plan sits by assets

University of St. Thomas 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $71M for 869 participants (~$81,274/participant), up 9.8% in 2024.

#2,837
in Educational Services (3,638 peers)
+9.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

University of St. Thomas 403(b) Retirement Plan's outsized position by total assets

University of St. Thomas 403(b) Retirement Plan vs every filed plan by assets

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

$70,627,043 Top 12% higher than 88% 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 403(b) Retirement 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. University of St. Thomas 403(b) Retirement Plan sits mid-pack in the medium band (869 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of St. Thomas 403(b) Retirement Plan reported participants rose from 752 in the plan year 2023 filing to 869 in the plan year 2024 filing.
  • University of St. Thomas 403(b) Retirement Plan end-of-year assets rose from $64M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • University of St. Thomas 403(b) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741277664 · University of St. Thomas PY 2024 · Other

University of St. Thomas 403(b) Retirement Plan · $71M · 869 · 88th

  • PHOTO $71M
  • IND 869
  • EOY 88th
  • 5500 Other
  • ASSETS near Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan
  • PCT ind #2837

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 Texas →

University of St. Thomas 403(b) Retirement Plan in the asset neighbourhood

American Type Culture Collection 403(b) PlanAmerican Type Culture Collec…$71MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$71MUniversity of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$71MHolyoke Medical Center, Inc. 403(b) Retirement PlanHolyoke Medical Center, Inc.…$71MEducation Northwest Defined Contribution PlanEducation Northwest Defined …$70M
End-of-year total assets ($M) among University of St. Thomas 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$71M
Net Income$6M
Employer EIN741277664
Plan Effective Date1998-01-01
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
$71M 22.877087651776215% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.5M $70.6M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 751 $57M
2023 1 752 $64M
2024 1 869 $71M

Nearby Other Plans in Texas

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

University of St. Thomas 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants University of St. Thomas 403(b) Retirement Plan, Total assets ($B): 0.070627043 · Participants: 869University of St. Thomas 403(b) Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
University of St. Thomas 403(b) Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare University of St. Thomas 403(b) Retirement Plan side-by-side with 3 peers →

University of St. Thomas 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC ($71M); by covered participants it is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI (869 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (869 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 403(b) Retirement Plan assets move in 2024? ▼
University of St. Thomas 403(b) Retirement Plan grew at a solid clip - up 9.8% during 2024, from $64M to $71M. Reported net income was $6M.
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 22.9%, from $57M to $71M.
Where does University of St. Thomas 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
University of St. Thomas 403(b) Retirement Plan ranks in the 88th 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 Other plans are similar in size to University of St. Thomas 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC ($71M, 486 participants).
Which Other plans cover a similar participant headcount to University of St. Thomas 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI (869 participants, $163M 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 741277664.

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.