Other · DOL Form 5500 · 2024
Marymount University Retirement Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 971
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $137,908
- Avg per participant Near avg balance/head
Official DOL plan name: Marymount University Defined Contribution Retirement Plan · Sponsored by Marymount University · Virginia · Educational Services
$134M in assets, 971 participants
Marymount University's Marymount University Defined Contribution Retirement Plan reported $134M in total assets and 971 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,156 in Educational Services (3,638 peers)
Where Marymount University Defined Contribution Retirement Plan sits by assets
Marymount University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $134M for 971 participants (~$137,908/participant), up 5.2% in 2024.
- #3,156
- in Educational Services (3,638 peers)
- +5.2%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Marymount University Defined Contribution Retirement Plan's outsized position by total assets
Marymount University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$133,908,270 Top 8% higher than 92% 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
Marymount University Defined Contribution 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. Marymount University Defined Contribution Retirement Plan sits mid-pack in the medium band (971 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marymount University Defined Contribution Retirement Plan reported participants rose from 577 in the plan year 2023 filing to 971 in the plan year 2024 filing.
- Marymount University Defined Contribution Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Marymount University Defined Contribution Retirement Plan end-of-year assets rose from $127M in the plan year 2023 filing to $134M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 540573801 · Marymount University PY 2024 · Other
Marymount University Defined Contribution Retirement Plan · $134M · 971 · 92nd
- IND $134M
- EOY 971
- 5500 92nd
- ASSETS Other
- PCT near Woodward Academy Retirement Plan
- EIN ind #3156
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 Virginia →
Marymount University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $7M |
| Employer EIN | 540573801 |
| Plan Effective Date | 1961-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marymount University)
Sponsor-wide plan assets over time
All Marymount University plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 11.913612439732725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 516 | $120M |
| 2023 | 1 | 577 | $127M |
| 2024 | 1 | 971 | $134M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Marymount University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Woodward Academy Retirement Plan in GA ($134M); by covered participants it is Russell Sage College Defined Contribution Retirement Plan in NY (972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Woodward Academy Retirement Plan (GA) $134M · 725
- Memorial Health System 403(b) Plan (IL) $134M · 1,499
- Moravian University Retirement Plan (PA) $134M · 524
- Education Development Center Supplemental Retirement Plan (MA) $134M · 715
Similar participant headcount
Nearest other-state filings by covered participants (971 participants); asset peers above are excluded.
- Russell Sage College Defined Contribution Retirement Plan (NY) 972 · 1 off
- Friendship Village Retirement Savings Plan (MO) 972 · 1 off
- Everyage 403(b) Retirement Plan (NC) 968 · 3 off
- Advance Care Alliance of New York Inc. 403(b) Plan (NY) 975 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.