401(k) · DOL Form 5500 · 2024
St. Mary's of Medford, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $101,160
- Avg per participant Below avg balance/head
Official DOL plan name: St. Mary's of Medford School 403(b) Plan · Sponsored by St. Mary's of Medford, Inc. · Oregon · Educational Services
$10M in assets, 96 participants
St. Mary's of Medford, Inc.'s St. Mary's of Medford School 403(b) Plan reported $10M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #1,370 in Educational Services (3,638 peers)
St. Mary's of Medford, Inc. multi-year trail
St. Mary's 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 $10M / 96 participants.
- #1,370
- in Educational Services (3,638 peers)
- +10.9%
- 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 2024 · DOL Form 5500
$9,711,346 Top 45% higher than 55% 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. Mary's of Medford School 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 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 (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Mary's of Medford School 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $956K in the plan year 2024 filing.
- St. Mary's of Medford School 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- St. Mary's of Medford School 403(b) Plan reported participants fell from 99 in the plan year 2023 filing to 96 in the plan year 2024 filing.
DOL schedule card
Filing strip 930514209 · St. Mary's of Medford, Inc. PY 2024 · 401(k)
St. Mary's of Medford School 403(b) Plan · $10M · 96 · 55th
- EOY $10M
- EOY 96
- EOY 55th
- EOY 401(k)
- EOY near Aoi Corporation 401(k) Plan
- EOY ind #1370
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, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All St. Mary's of Medford, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 33.92109789599262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $7M |
| 2023 | 1 | 99 | $9M |
| 2024 | 1 | 96 | $10M |
St. Mary's of Medford, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $956K |
| Employer EIN | 930514209 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
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 Aoi Corporation 401(k) Plan in NE ($10M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Aoi Corporation 401(k) Plan (NE) $10M · 112
- Harbor Electronics, Inc. 401(k) Plan (CA) $10M · 135
- Innovim, LLC 401(k) Plan (MD) $10M · 111
- Revelstoke Capital Management, LLC 401(k) Plan (CO) $10M · 52
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Berberian Entities 401(k) Retirement Plan (CA) 96 · 0 off
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.