Other · DOL Form 5500 · 2024

St. Mary's College Retirement Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
808
Participants Near avg headcount
93rd
Percentile by assets National rank
$177,854
Avg per participant Above avg balance/head
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Official DOL plan name: Saint Mary's College Defined Contribution Retirement Plan · Sponsored by St. Mary's College · Indiana · Educational Services

$144M in assets, 808 participants

St. Mary's College's Saint Mary's College Defined Contribution Retirement Plan reported $144M in total assets and 808 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,191 in Educational Services (3,638 peers)

Where Saint Mary's College Defined Contribution Retirement Plan sits by assets

Saint Mary's College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $144M for 808 participants (~$177,854/participant), up 6.1% in 2024.

#3,191
in Educational Services (3,638 peers)
+6.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Saint Mary's College Defined Contribution Retirement Plan's outsized position by total assets

Saint Mary's College Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$143,706,170 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Saint Mary's College 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. Saint Mary's College Defined Contribution Retirement Plan sits mid-pack in the medium band (808 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saint Mary's College Defined Contribution Retirement Plan reported participants rose from 617 in the plan year 2023 filing to 808 in the plan year 2024 filing.
  • Saint Mary's College Defined Contribution Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Saint Mary's College Defined Contribution Retirement Plan end-of-year assets rose from $135M in the plan year 2023 filing to $144M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 350868158 · St. Mary's College PY 2024 · Other

Saint Mary's College Defined Contribution Retirement Plan · $144M · 808 · 93rd

  • RANK $144M
  • PHOTO 808
  • IND 93rd
  • EOY Other
  • 5500 near Wagner College Defined Contribution Retirement Plan
  • ASSETS ind #3191

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 Indiana →

Saint Mary's College Defined Contribution Retirement Plan in the asset neighbourhood

National Louis University Retirement PlanNational Louis University Re…$144MCurry College Defined Contribution Retirement PlanCurry College Defined Contri…$144MFederation of American Societies for Experimental Biology DC PlanFederation of American Socie…$144MWagner College Defined Contribution Retirement PlanWagner College Defined Contr…$144MSaint Mary's College Defined Contribution Retirement PlanSaint Mary's College Defined…$144M
End-of-year total assets ($M) among Saint Mary's College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$144M
Net Income$8M
Employer EIN350868158
Plan Effective Date1957-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Mary's College)

Sponsor-wide plan assets over time

All St. Mary's College plans reported in each filing year

Latest sponsor-wide plan assets
$144M 14.288089021843007% vs 2022
2024 filing year
$120M$130M$140M$150M 202220232024 $126M $144M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 427 $126M
2023 1 617 $135M
2024 1 808 $144M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Saint Mary's College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02004006008001000 Total assets ($M) Participants Saint Mary's College Defined Contribution Retirement Plan, Total assets ($M): 143.70617 · Participants: 808Saint Mary's College Defined Contribution Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Saint Mary's College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants

Saint Mary's College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Wagner College Defined Contribution Retirement Plan in NY ($144M); by covered participants it is Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in OR (807 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saint Mary's College Defined Contribution Retirement Plan assets move in 2024?
Saint Mary's College Defined Contribution Retirement Plan grew at a solid clip - up 6.1% during 2024, from $135M to $144M. Reported net income was $8M.
How have St. Mary's College plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Mary's College's sponsor-wide assets grew 14.3%, from $126M to $144M.
Where does Saint Mary's College Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Saint Mary's College Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Saint Mary's College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Wagner College Defined Contribution Retirement Plan in NY ($144M, 426 participants).
Which Other plans cover a similar participant headcount to Saint Mary's College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in OR (807 participants, $337M in assets).