Defined Benefit (Pension) · DOL Form 5500 · 2022

Samford University Pension Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
425
Participants Below avg headcount
95th
Percentile by assets National rank
$424,699
Avg per participant High balance/head
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Official DOL plan name: Samford University Pension Plan · Sponsored by Samford University · Alabama · Educational Services

$180M in assets, 425 participants

Samford University's Samford University Pension Plan reported $180M in total assets and 425 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,699 in Educational Services (4,024 peers)

Where Samford University Pension Plan sits by assets

Samford University Pension Plan sits in the top 5% of all filed plans by assets, $180M for 425 participants (~$424,699/participant), down 17.2% in 2022.

#3,699
in Educational Services (4,024 peers)
-17.2%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samford University Pension Plan's outsized position by total assets

Samford University Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$180,497,169 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Samford University Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samford University Pension Plan sits mid-pack in the medium band (425 participants).

Published 5500 schedule card

Filing strip 630312914 · Samford University PY 2022 · Defined Benefit (Pension)

Samford University Pension Plan · $180M · 425 · 95th

  • TYPE $180M
  • NET 425
  • BOOK 95th
  • VS-ST Defined Benefit (Pension)
  • BOY near Group Pension Plan for Employees of Central Mutual Insurance Company
  • SCH ind #3699

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 Pension Plan in the asset neighbourhood

Samford University Pension PlanSamford University Pension P…$180MGroup Pension Plan for Employees of Central Mutual Insurance CompanyGroup Pension Plan for Emplo…$180MDavis Polk General Staff Pension PlanDavis Polk General Staff Pen…$180MComponents Pension Plan for Puerto RicoComponents Pension Plan for …$180MCemex, Inc. Pension Plan$180M
End-of-year total assets ($M) among Samford University Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$180M
Net Income-$38M
Employer EIN630312914
Plan Effective Date1988-01-01
Filing StatusFILING 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
$260M$270M$280M$290M$300M 202220232024 $271M $297M ▲ +9.7%
Year Plans Participants Total Assets
2022 2 2,185 $271M
2023 2 1,989 $289M
2024 2 1,758 $297M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Samford University Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 00.511.5 Total assets ($B) Participants Samford University Pension Plan, Total assets ($B): 0.180497169 · Participants: 425Samford University Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Samford University Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Samford University Pension Plan side-by-side with 3 peers →

Samford University Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Group Pension Plan for Employees of Central Mutual Insurance Company in OH ($180M); by covered participants it is Local No 731 Excavators and Pavers Pension Trust Fund in IL (425 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($180M here).

Similar participant headcount

Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Samford University Pension Plan assets move in 2022? ▼
Samford University Pension Plan declined sharply - down 17.2% during 2022, from $218M to $180M. Reported net income was -$38M.
How have Samford University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samford University's sponsor-wide assets grew 9.7%, from $271M to $297M.
Where does Samford University Pension Plan rank by assets among Form 5500 filers? ▼
Samford University Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Samford University Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Group Pension Plan for Employees of Central Mutual Insurance Company in OH ($180M, 680 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Samford University Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local No 731 Excavators and Pavers Pension Trust Fund in IL (425 participants, $175M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630312914.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.