Other · DOL Form 5500 · 2024
Saint Mary's Hall Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 369
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $67,558
- Avg per participant Below avg balance/head
Official DOL plan name: Saint Mary's Hall Defined Contribution Retirement Plan · Sponsored by Saint Mary's Hall · Texas · Educational Services
$25M in assets, 369 participants
Saint Mary's Hall's Saint Mary's Hall Defined Contribution Retirement Plan reported $25M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,111 in Educational Services (3,638 peers)
Saint Mary's Hall multi-year trail
Saint Mary's Hall's plans moved -27.9% in assets from 2022 to 2024; this filing shows Saint Mary's Hall Defined Contribution Retirement Plan at $25M / 369 participants.
- #2,111
- in Educational Services (3,638 peers)
- +7.6%
- assets growth YoY
Saint Mary's Hall Defined Contribution Retirement Plan's outsized position by total assets
Saint Mary's Hall Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,928,957 Top 26% higher than 74% 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 Mary's Hall 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 Hall Defined Contribution Retirement Plan sits mid-pack in the medium band (369 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Mary's Hall Defined Contribution Retirement Plan reported participants rose from 193 in the plan year 2023 filing to 369 in the plan year 2024 filing.
- Saint Mary's Hall Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Saint Mary's Hall Defined Contribution Retirement Plan end-of-year assets fell from $38M in the plan year 2023 filing to $25M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 740877330 · Saint Mary's Hall PY 2024 · Other
Saint Mary's Hall Defined Contribution Retirement Plan · $25M · 369 · 74th
- BOY $25M
- SCH 369
- EBSA 74th
- PART Other
- TYPE near Memorial Community Health Inc. Tax Deferred Annuity Plan
- NET ind #2111
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 Texas →
Saint Mary's Hall Defined Contribution Retirement Plan in the asset neighbourhood
Saint Mary's Hall multi-year asset trail
Sponsor-wide plan assets over time
All Saint Mary's Hall plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 27.91967388605575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $35M |
| 2023 | 1 | 193 | $38M |
| 2024 | 1 | 369 | $25M |
Saint Mary's Hall filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 740877330 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Saint Mary's Hall Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Memorial Community Health Inc. Tax Deferred Annuity Plan in NE ($25M); by covered participants it is Baptist Homes Pension Plan in PA (369 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Memorial Community Health Inc. Tax Deferred Annuity Plan (NE) $25M · 295
- Kootenai Clinic 403(b) Plan (ID) $25M · 153
- American Geophysical Union Tda (DC) $25M · 145
- Radio Free Asia Tax Deferred Annuity Plan (DC) $25M · 130
Similar participant headcount
Nearest other-state filings by covered participants (369 participants); asset peers above are excluded.
- Baptist Homes Pension Plan (PA) 369 · 0 off
- The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan (MA) 369 · 0 off
- Kalamazoo College Defined Contribution Retirement Plan (MI) 369 · 0 off
- Rehabilitation Institute of Chicago D/B/a Shirley Ryan Abilitylab 403(b) Retirement Plan (IL) 369 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.