How big is Marymount High School's plan?

Marymount High School's plan reported $9.4M in assets and 57 participants for 2023.

Original filing (PDF)20250415194714NAL0003876817001

Marymount High School

Name: Marymount High School — Marymount High School, Form 5500 (2023)
Creator: Marymount High School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Marymount High School Defined Contribution Plan

403(b) retirement plan · Marymount High School's Marymount High School Defined Contribution Plan held $9.4M in plan assets for 57 participants in 2023, with TIAA as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

137

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan identifiers

Marymount High School's EIN is 95-4273507.

EIN 95-4273507

Plan number 001

Plan year 2023

ACK ID 20250415194714NAL0003876817001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Marymount High School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Marymount High School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARYMOUNT HIGH SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MARYMOUNT HIGH SCHOOL

EIN

all filings

Address

10643 SUNSET BIVD. · LOG ANGELES, CA · 900773623

Phone

(310) 472-1205

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WINDES, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-TEACHERS INSURANCE AND ANNUITY	13-1624203	NEW YORK, NY	RECORDKEEPER	$486	—

Investments

56 direct securities · 1 pooled fund· $9.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$7.8M

46 holdings

Common Collective Trusts

$990K

6 holdings

Other securities

$297K

4 holdings

Pooled Separate Account

$250K

1 holding

					% of plan
TIAA Traditional Non-Benefit Responsive Annuity Contract	Mutual Funds	—	—	$1.4M	15.2%
CREF Stock R1 Mutual Fund	Mutual Funds	—	—	$901K	9.6%
CREF Growth R1 Mutual Fund	Mutual Funds	—	—	$863K	9.2%
CREF Global Equities R1 Mutual Fund	Mutual Funds	—	—	$673K	7.2%
Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$367K	3.9%
CREF Social Choice R1 Mutual Fund	Mutual Funds	—	—	$329K	3.5%
TIAA Access Nuv Lrg Cap Val T4 Mutual Fund	Mutual Funds	—	—	$316K	3.4%
Nuveen LfCycle Ix 2045 Retire Mutual Fund	Mutual Funds	—	—	$313K	3.3%
TIAA Access Nuv Intl Equity T4 Mutual Fund	Mutual Funds	—	—	$299K	3.2%
CREF Equity Index R1 Mutual Fund	Common Collective Trusts	—	—	$270K	2.9%
TIAA Traditional Non-Benefit Responsive 2 Annuity Contract	Mutual Funds	—	—	$255K	2.7%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$250K	2.7%
CREF Core Bond R1 Mutual Fund	Mutual Funds	—	—	$243K	2.6%
Harbor Capital Appreciation In Mutual Fund	Other securities	—	—	$200K	2.1%
TIAA Access Nuv Qt Sm Cp Eq T4 Mutual Fund	Mutual Funds	—	—	$191K	2.0%
TIAA Access Nuv Mid Cap Val T4 Mutual Fund	Mutual Funds	—	—	$187K	2.0%
TIAA Access Nuv Sm Cp Bl Ix T4 Mutual Fund	Mutual Funds	—	—	$174K	1.9%
Nuveen LfCycle Ix 2050 Retire Mutual Fund	Mutual Funds	—	—	$173K	1.8%
Nuveen LfCycle Ix 2040 Retire Mutual Fund	Mutual Funds	—	—	$170K	1.8%
Vanguard Ttl Intl Stk Idx Adm Mutual Fund	Common Collective Trusts	—	—	$129K	1.4%
CREF Money Market R1 Mutual Fund	Mutual Funds	—	—	$120K	1.3%
MFS Mid Cap Value Class R4 Mutual Fund	Mutual Funds	—	—	$105K	1.1%
Vanguard Extended Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$104K	1.1%
TIAA Access Nuv RlEstSecSel T4 Mutual Fund	Mutual Funds	—	—	$86K	0.9%
CREF Inflation-Linked Bond R1 Mutual Fund	Mutual Funds	—	—	$83K	0.9%
Vanguard Ttl Bd Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$82K	0.9%
AF EuroPacific Growth Fund R4 Mutual Fund	Other securities	—	—	$75K	0.8%
TIAA Access Nuv LifCyc 2025 T4 Mutual Fund	Mutual Funds	—	—	$72K	0.8%
Nuveen LfCycle Ix 2030 Retire Mutual Fund	Mutual Funds	—	—	$66K	0.7%
TIAA Access Nuv LifCyc 2035 T4 Mutual Fund	Mutual Funds	—	—	$65K	0.7%
Dodge & Cox Income Fund I Mutual Fund	Mutual Funds	—	—	$61K	0.7%
Nuveen LfCycle Ix 2035 Retire Mutual Fund	Mutual Funds	—	—	$61K	0.6%
TIAA Access Nuv Lrg Cap Gr T4 Mutual Fund	Mutual Funds	—	—	$60K	0.6%
TIAA Access Nuv LifCyc 2040 T4 Mutual Fund	Mutual Funds	—	—	$52K	0.6%
Nuveen Money Market Retirement Mutual Fund	Mutual Funds	—	—	$50K	0.5%
Nuveen LfCycle Ix 2060 Retire Mutual Fund	Mutual Funds	—	—	$45K	0.5%
MFS Value Fund Class R4 Mutual Fund	Mutual Funds	—	—	$44K	0.5%
MFS Mid Cap Growth Fund R4 Mutual Fund	Mutual Funds	—	—	$41K	0.4%
Nuveen LfCycle Ix 2055 Retire Mutual Fund	Mutual Funds	—	—	$40K	0.4%
Nuveen LfCycle Ix 2020 Retire Mutual Fund	Mutual Funds	—	—	$40K	0.4%
TIAA Access Nuv Equity Idx T4 Mutual Fund	Common Collective Trusts	—	—	$39K	0.4%
Nuveen LfCycle Ix 2025 Retire Mutual Fund	Mutual Funds	—	—	$36K	0.4%
Nuveen LfCycle Ix 2015 Retire Mutual Fund	Mutual Funds	—	—	$35K	0.4%
TIAA Access Nuv Core Bond T4 Mutual Fund	Mutual Funds	—	—	$29K	0.3%
TIAA Access Nuv Mid Cap Grw T4 Mutual Fund	Mutual Funds	—	—	$29K	0.3%
TIAA Access Nuv LgCp Res Eq T4 Mutual Fund	Mutual Funds	—	—	$28K	0.3%
TIAA Access Nuv LifCyc 2050 T4 Mutual Fund	Mutual Funds	—	—	$23K	0.2%
TIAA Access Nuv LifCyc 2045 T4 Mutual Fund	Mutual Funds	—	—	$22K	0.2%
Allspring Spec SmallCap Val R6 Mutual Fund	Other securities	—	—	$20K	0.2%
TIAA Access Nuv Infl Lnk Bd T4 Mutual Fund	Mutual Funds	—	—	$9K	0.1%