Other · DOL Form 5500 · 2024
St. Olaf College Retirement Plan
Data updated 2026-08-25
- $327M
- Total assets Above avg plan size
- 798
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $409,613
- Avg per participant High balance/head
Official DOL plan name: St. Olaf College 403(b) Retirement Plan · Sponsored by St. Olaf College · Minnesota · Educational Services
$327M in assets, 798 participants
St. Olaf College's St. Olaf College 403(b) Retirement Plan reported $327M in total assets and 798 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,408 in Educational Services (3,638 peers)
Where St. Olaf College 403(b) Retirement Plan sits by assets
St. Olaf College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $327M for 798 participants (~$409,613/participant), up 8.3% in 2024.
- #3,408
- in Educational Services (3,638 peers)
- +8.3%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
St. Olaf College 403(b) Retirement Plan's outsized position by total assets
St. Olaf College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$326,870,980 Top 4% higher than 96% 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. Olaf College 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. St. Olaf College 403(b) Retirement Plan sits mid-pack in the medium band (798 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Olaf College 403(b) Retirement Plan reported net income fell from $29M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- St. Olaf College 403(b) Retirement Plan end-of-year assets rose from $302M in the plan year 2023 filing to $327M in the plan year 2024 filing.
- St. Olaf College 403(b) Retirement Plan reported participants rose from 769 in the plan year 2023 filing to 798 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410693979 · St. Olaf College PY 2024 · Other
St. Olaf College 403(b) Retirement Plan · $327M · 798 · 96th
- PHOTO $327M
- IND 798
- EOY 96th
- 5500 Other
- ASSETS near Punahou School Defined Contribution Retirement Plan
- PCT ind #3408
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. Olaf College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $302M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | $25M |
| Employer EIN | 410693979 |
| Plan Effective Date | 1964-03-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Olaf College)
Sponsor-wide plan assets over time
All St. Olaf College plans reported in each filing year
- Latest sponsor-wide plan assets
- $327M 19.94241871148668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 716 | $273M |
| 2023 | 1 | 769 | $302M |
| 2024 | 1 | 798 | $327M |
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. Olaf College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Punahou School Defined Contribution Retirement Plan in HI ($326M); by covered participants it is The Osborn 403(b) Defined Contribution Retirement Plan in NY (798 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($327M here).
- Punahou School Defined Contribution Retirement Plan (HI) $326M · 1,542
- West Virginia University Medical Corporation 403(b) Plan (WV) $328M · 1,947
- Metal Lathers Local 46 Annuity Fund (NY) $328M · 1,833
- Rider University Defined Contribution Retirement Plan (NJ) $325M · 935
Similar participant headcount
Nearest other-state filings by covered participants (798 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.