Other · DOL Form 5500 · 2022
Samford University Retirement Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 1,760
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $51,465
- Avg per participant Low balance/head
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.
- #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.
- #3,463
- in Educational Services (4,024 peers)
- -7.2%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
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.
Samford University 403(b) Salary Deferral and Defined Contribution Plan's outsized position by total assets
Samford University 403(b) Salary Deferral and Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$90,578,583 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Samford University 403(b) Salary Deferral and Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samford University 403(b) Salary Deferral and Defined Contribution Plan lands in the large band (1,760 participants).
EBSA filing schedule strip
Filing strip 630312914 · Samford University PY 2022 · Other
Samford University 403(b) Salary Deferral and Defined Contribution Plan · $91M · 1,760 · 92nd
- RANK $91M
- PHOTO 1,760
- IND 92nd
- EOY Other
- 5500 near Bellarmine University Defined Contribution Plan
- ASSETS ind #3463
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 Alabama →
Samford University 403(b) Salary Deferral and Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Samford University plans reported in each filing year
- Latest sponsor-wide plan assets
- $297M 9.664961844318706% vs 2022
- 2024 filing year
| 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.
- 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
Samford University 403(b) Salary Deferral and Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Bellarmine University Defined Contribution Plan in KY ($91M); by covered participants it is May Institute, Inc. Defined Contribution Retirement Plan in MA (1,761 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,760 participants); asset peers above are excluded.
- May Institute, Inc. Defined Contribution Retirement Plan (MA) 1,761 · 1 off
- Rutland Regional Health Services Retirement Savings Plan (VT) 1,754 · 6 off
- 403(b) Thrift Plan of Special Service for Groups, Inc. (CA) 1,753 · 7 off
- Kencrest Services 403(b) Retirement Plan (PA) 1,768 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.