Other · DOL Form 5500 · 2024
St. Mark's School of Southborough, Inc. Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 168
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $327,871
- Avg per participant High balance/head
Official DOL plan name: St. Mark's School Retirement Savings Plan · Sponsored by St. Mark's School of Southborough, Inc. · Massachusetts · Educational Services
$55M in assets, 168 participants
St. Mark's School of Southborough, Inc.'s St. Mark's School Retirement Savings Plan reported $55M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,686 in Educational Services (3,638 peers)
Coverage in Massachusetts
St. Mark's School Retirement Savings Plan covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $55M.
- #2,686
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
St. Mark's School Retirement Savings Plan's outsized position by total assets
St. Mark's School Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,082,288 Top 15% higher than 85% 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
St. Mark's School 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. St. Mark's School Retirement Savings Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Mark's School Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- St. Mark's School Retirement Savings Plan end-of-year assets rose from $52M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- St. Mark's School Retirement Savings Plan reported participants rose from 162 in the plan year 2023 filing to 168 in the plan year 2024 filing.
DOL schedule card
Filing strip 042103623 · St. Mark's School of Southborough, Inc. PY 2024 · Other
St. Mark's School Retirement Savings Plan · $55M · 168 · 85th
- 5500 $55M
- ASSETS 168
- PCT 85th
- EIN Other
- RANK near American Association for Cancer Research 403(b) Plan
- PHOTO ind #2686
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 Massachusetts →
St. Mark's School Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $3M |
| Employer EIN | 042103623 |
| Plan Effective Date | 1927-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Mark's School of Southborough, Inc.)
Sponsor-wide plan assets over time
All St. Mark's School of Southborough, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 23.396589753848815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $45M |
| 2023 | 1 | 162 | $52M |
| 2024 | 1 | 168 | $55M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
St. Mark's School Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is American Association for Cancer Research 403(b) Plan in PA ($55M); by covered participants it is Pomfret School 403(b) Retirement Plan in CT (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Pomfret School 403(b) Retirement Plan (CT) 168 · 0 off
- Easter Seals Southern Georgia 403b) Retirement (GA) 168 · 0 off
- Manson Western, LLC 401(k) Profit Sharing Plan (CA) 168 · 0 off
- Randolph School Defined Contribution Retirement Plan (AL) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.