Other · DOL Form 5500 · 2022
Samford University Retirement Plan
Data updated 2026-08-11
- $91M
- Total assets
- 1,760
- Participants
- 92nd
- Percentile by assets
- $51,465
- Avg per participant
Official DOL plan name: Samford University 403(b) Salary Deferral and Defined Contribution Plan · Sponsored by Samford University · Alabama · Educational Services
$91M in assets, 1,760 participants
Samford University's Samford University 403(b) Salary Deferral and Defined Contribution Plan reported $91M in total assets and 1,760 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #3,463 in Educational Services (4,024 peers)
Coverage in Alabama
Samford University 403(b) Salary Deferral and Defined Contribution Plan covers 1,760 participants in Alabama, 4.9x the typical Alabama plan (state average ~360 per filing). Assets: $91M.
- $91M
- total plan assets (2022 EOY)
- 1,760
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $51,465
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Samford University 403(b) Salary Deferral and Defined Contribution Plan reports 1,760 participants - 4.9x that state average ($91M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | -$7M |
| Employer EIN | 630312914 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samford University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,185 | $271M |
| 2023 | 2 | 1,989 | $289M |
| 2024 | 2 | 1,758 | $297M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
Samford University 403(b) Salary Deferral and Defined Contribution Plan vs. nearby Other plans in Alabama, assets vs. participants
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $50M · 1,300
Similar-Sized Other Plans Nationally
Other plans in other states closest to Samford University 403(b) Salary Deferral and Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did Samford University 403(b) Salary Deferral and Defined Contribution Plan assets move in 2022? ▼
How have Samford University plan assets changed over time? ▼
Where does Samford University 403(b) Salary Deferral and Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Samford University 403(b) Salary Deferral and Defined Contribution Plan? ▼
Next read for Samford University 403(b) Salary Deferra…
Filing takeaways
Ways to act on Samford University 403(b) Salary Deferral and Defined Contribution Plan's numbers.
- By total assets, Samford University 403(b) Salary Deferral and Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Alabama. Compare plans
- Samford University's sponsor-wide assets have grown 9.7% since 2022 across 3 plan years on file. More Educational Services plans