Other · DOL Form 5500 · 2024
Saint Therese Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,145
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $22,302
- Avg per participant Low balance/head
Official DOL plan name: Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan · Sponsored by Saint Therese · Minnesota · Healthcare & Social Assistance
$26M in assets, 1,145 participants
Saint Therese's Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan reported $26M in total assets and 1,145 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,285 in Healthcare & Social Assistance (16,916 peers)
Where Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits by assets
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 1,145 participants (~$22,302/participant), down 13.4% in 2024.
- #13,285
- in Healthcare & Social Assistance (16,916 peers)
- -13.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's outsized position by total assets
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,535,704 Top 25% higher than 75% 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 Therese and Affiliates Employee Benefit 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan lands in the large band (1,145 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan reported participants rose from 1,003 in the plan year 2023 filing to 1,145 in the plan year 2024 filing.
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan end-of-year assets fell from $29M in the plan year 2023 filing to $26M in the plan year 2024 filing.
DOL schedule card
Filing strip 411704381 · Saint Therese PY 2024 · Other
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan · $26M · 1,145 · 75th
- PCT $26M
- PCT 1,145
- PCT 75th
- PCT Other
- PCT near Freedom House 403b Retirement Plan
- PCT ind #13285
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$4M |
| Employer EIN | 411704381 |
| Plan Effective Date | 1992-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Therese)
Sponsor-wide plan assets over time
All Saint Therese plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 3.67689137101141% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 867 | $27M |
| 2023 | 1 | 1,003 | $29M |
| 2024 | 1 | 1,145 | $26M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Freedom House 403b Retirement Plan in DC ($26M); by covered participants it is Tanana Chiefs Conference 403b Retirement Savings Plan in AK (1,145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Freedom House 403b Retirement Plan (DC) $26M · 185
- Northeast Arc 403(b)Plan (MA) $26M · 310
- Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) (IA) $26M · 256
- Justice Innovation Inc. 403(b) Plan (NY) $26M · 800
Similar participant headcount
Nearest other-state filings by covered participants (1,145 participants); asset peers above are excluded.
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,145 · 0 off
- Dickinson College Defined Contribution Retirement Plan (PA) 1,147 · 2 off
- Unity Health 403(b) Retirement Plan (AR) 1,147 · 2 off
- Retirement Plan for Employees of Kintegra Health (NC) 1,142 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.