Other · DOL Form 5500 · 2024
Saint Marys School Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $218,971
- Avg per participant Above avg balance/head
Official DOL plan name: Saint Marys School 403(b) Retirement Savings Plan · Sponsored by Saint Marys School · North Carolina · Educational Services
$20M in assets, 93 participants
Saint Marys School's Saint Marys School 403(b) Retirement Savings Plan reported $20M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,942 in Educational Services (3,638 peers)
Saint Marys School multi-year trail
Saint Marys School's plans moved +22.6% in assets from 2022 to 2024; this filing shows Saint Marys School 403(b) Retirement Savings Plan at $20M / 93 participants.
- #1,942
- in Educational Services (3,638 peers)
- +12.1%
- assets growth YoY
Saint Marys School 403(b) Retirement Savings Plan's outsized position by total assets
Saint Marys School 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,364,306 Top 29% higher than 71% 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
Saint Marys School 403(b) Retirement Savings 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. Saint Marys School 403(b) Retirement Savings Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Marys School 403(b) Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Saint Marys School 403(b) Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Saint Marys School 403(b) Retirement Savings Plan reported participants fell from 99 in the plan year 2023 filing to 93 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 560532314 · Saint Marys School PY 2024 · Other
Saint Marys School 403(b) Retirement Savings Plan · $20M · 93 · 71st
- VS-ST $20M
- VS-ST 93
- VS-ST 71st
- VS-ST Other
- VS-ST near Legal Aid of Wv DC Retirement Plan
- VS-ST ind #1942
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 North Carolina →
Saint Marys School 403(b) Retirement Savings Plan in the asset neighbourhood
Saint Marys School multi-year asset trail
Sponsor-wide plan assets over time
All Saint Marys School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 22.58145292955579% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $17M |
| 2023 | 1 | 99 | $18M |
| 2024 | 1 | 93 | $20M |
Saint Marys School filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 560532314 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Saint Marys School 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Legal Aid of Wv DC Retirement Plan in WV ($20M); by covered participants it is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.