Other · DOL Form 5500 · 2024
Mount Saint Mary's University Retirement Plan
Data updated 2026-08-11
- $124M
- Total assets
- 567
- Participants
- 92nd
- Percentile by assets
- $219,416
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $124M
- total plan assets (2024 EOY)
- 567
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $219,416
- avg assets per participant
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.
Mount Saint Mary's University 403(b) Retirement Pl vs the 2024 asset distribution
By assets, Mount Saint Mary's University 403(b) Retirement Pl outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Mount Saint Mary's University 403(b) Retirement Pl vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mount Saint Mary's University 403(b) Retirement Pl by total assets, not by location.
Frequently Asked Questions
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Ways to act on Mount Saint Mary's University 403(b) Retirement Pl's numbers.
- By total assets, Mount Saint Mary's University 403(b) Retirement Pl ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Mount Saint Mary's University's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Educational Services plans