401(k) · DOL Form 5500 · 2024

University of Saint Mary, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
750
Participants Near avg headcount
63rd
Percentile by assets National rank
$18,980
Avg per participant Low balance/head
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Official DOL plan name: University of Saint Mary 401(k) Retirement Savings Plan · Sponsored by University of Saint Mary, Inc · Kansas · Agriculture, Forestry & Fishing

$14M in assets, 750 participants

University of Saint Mary, Inc's University of Saint Mary 401(k) Retirement Savings Plan reported $14M in total assets and 750 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #845 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Kansas

University of Saint Mary 401(k) Retirement Savings Plan covers 750 participants in Kansas, 2.1x the typical Kansas plan (state average ~360 per filing). Assets: $14M.

#845
in Agriculture, Forestry & Fishing (1,217 peers)
+13.5%
assets growth YoY

University of Saint Mary 401(k) Retirement Savings Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

University of Saint Mary 401(k) Retirement Savings Plan vs every filed plan by assets

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

$14,234,840 Top 37% higher than 63% 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

University of Saint Mary 401(k) Retirement Savings 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. University of Saint Mary 401(k) Retirement Savings Plan sits mid-pack in the medium band (750 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Saint Mary 401(k) Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • University of Saint Mary 401(k) Retirement Savings Plan reported participants rose from 656 in the plan year 2023 filing to 750 in the plan year 2024 filing.
  • University of Saint Mary 401(k) Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 480547846 · University of Saint Mary, Inc PY 2024 · 401(k)

University of Saint Mary 401(k) Retirement Savings Plan · $14M · 750 · 63rd

  • BOY $14M
  • BOY 750
  • BOY 63rd
  • BOY 401(k)
  • BOY near Mount Olivet Cemetery Assn Retirement Savings Plan
  • BOY ind #845

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Kansas →

University of Saint Mary 401(k) Retirement Savings Plan in the asset neighbourhood

Emery & Webb 401(k) Savings PlanEmery & Webb 401(k) Savings …$14MAero Air, LLC 401(k) Profit Sharing Plan and TrustAero Air, LLC 401(k) Profit …$14MUniversity of Saint Mary 401(k) Retirement Savings PlanUniversity of Saint Mary 401…$14MMount Olivet Cemetery Assn Retirement Savings PlanMount Olivet Cemetery Assn R…$14MMariposa 401(k) Plan$14M
End-of-year total assets ($M) among University of Saint Mary 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN480547846
Plan Effective Date2023-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Saint Mary, Inc)

Sponsor-wide plan assets over time

All University of Saint Mary, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.521209924010513% vs 2023
2024 filing year
$12M$13M$14M$15M 20232024 $12.5M $14.2M ▲ +13.5%
Year Plans Participants Total Assets
2023 1 656 $13M
2024 1 750 $14M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Saint Mary 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants University of Saint Mary 401(k) Retirement Savings Plan, Total assets ($B): 0.01423484 · Participants: 750University of Saint Mary 401(k) Retirement Savings PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
University of Saint Mary 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare University of Saint Mary 401(k) Retirement Savings Plan side-by-side with 3 peers →

University of Saint Mary 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Mount Olivet Cemetery Assn Retirement Savings Plan in TX ($14M); by covered participants it is Limbach Facility Services LLC 401(k) Savings Plan in PA (750 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (750 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.

Frequently Asked Questions

How did University of Saint Mary 401(k) Retirement Savings Plan assets move in 2024? ▼
University of Saint Mary 401(k) Retirement Savings Plan grew at a solid clip - up 13.5% during 2024, from $13M to $14M. Reported net income was $2M.
How have University of Saint Mary, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), University of Saint Mary, Inc's sponsor-wide assets grew 13.5%, from $13M to $14M.
Which 401(k) plans are similar in size to University of Saint Mary 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mount Olivet Cemetery Assn Retirement Savings Plan in TX ($14M, 139 participants).
Which 401(k) plans cover a similar participant headcount to University of Saint Mary 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limbach Facility Services LLC 401(k) Savings Plan in PA (750 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480547846.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.