Other · DOL Form 5500 · 2024
Mount Saint Mary's University Retirement Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 567
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $219,416
- Avg per participant Above avg balance/head
Official DOL plan name: Mount Saint Mary's University 403(b) Retirement Pl · Sponsored by Mount Saint Mary's University · California · Educational Services
$124M in assets, 567 participants
Mount Saint Mary's University's Mount Saint Mary's University 403(b) Retirement Pl reported $124M in total assets and 567 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.
- #3,128 in Educational Services (3,638 peers)
Where Mount Saint Mary's University 403(b) Retirement Pl sits by assets
Mount Saint Mary's University 403(b) Retirement Pl sits in the top 10% of all filed plans by assets, $124M for 567 participants (~$219,416/participant), up 11.4% in 2024.
- #3,128
- in Educational Services (3,638 peers)
- +11.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Mount Saint Mary's University 403(b) Retirement Pl's outsized position by total assets
Mount Saint Mary's University 403(b) Retirement Pl vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,408,596 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
Mount Saint Mary's University 403(b) Retirement Pl 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. Mount Saint Mary's University 403(b) Retirement Pl sits mid-pack in the medium band (567 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mount Saint Mary's University 403(b) Retirement Pl end-of-year assets rose from $112M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- Mount Saint Mary's University 403(b) Retirement Pl reported participants fell from 630 in the plan year 2023 filing to 567 in the plan year 2024 filing.
DOL schedule card
Filing strip 951641455 · Mount Saint Mary's University PY 2024 · Other
Mount Saint Mary's University 403(b) Retirement Pl · $124M · 567 · 92nd
- EBSA $124M
- EBSA 567
- EBSA 92nd
- EBSA Other
- EBSA near National Bureau of Economic Research Money Purchase Pension Plan
- EBSA ind #3128
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 California →
Mount Saint Mary's University 403(b) Retirement Pl in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $13M |
| Employer EIN | 951641455 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mount Saint Mary's University)
Sponsor-wide plan assets over time
All Mount Saint Mary's University plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 25.646529690238367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 605 | $99M |
| 2023 | 1 | 630 | $112M |
| 2024 | 1 | 567 | $124M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Mount Saint Mary's University 403(b) Retirement Pl's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is National Bureau of Economic Research Money Purchase Pension Plan in MA ($124M); by covered participants it is Institute of International Education 403(b) Retirement Plan in NY (567 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
Similar participant headcount
Nearest other-state filings by covered participants (567 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.