Other · DOL Form 5500 · 2022

Saint Josephs College Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
7
Participants Small participant base
81st
Percentile by assets National rank
$3.8M
Avg per participant High balance/head
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Official DOL plan name: Saint Josephs College Defined Contribution Retirement Plan · Sponsored by Saint Josephs College · Indiana · Educational Services

$27M in assets, 7 participants

Saint Josephs College's Saint Josephs College Defined Contribution Retirement Plan reported $27M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,682 in Educational Services (4,024 peers)

Where Saint Josephs College Defined Contribution Retirement Plan sits by assets

Saint Josephs College Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 7 participants (~$3.8M/participant), down 18.9% in 2022.

#2,682
in Educational Services (4,024 peers)
-18.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint Josephs College Defined Contribution Retirement Plan's outsized position by total assets

Saint Josephs College Defined Contribution Retirement Plan vs every filed plan by assets

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

$26,805,590 Top 19% higher than 81% 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

Saint Josephs College Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Josephs College Defined Contribution Retirement Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 350868152 · Saint Josephs College PY 2022 · Other

Saint Josephs College Defined Contribution Retirement Plan · $27M · 7 · 81st

  • IND $27M
  • IND 7
  • IND 81st
  • IND Other
  • IND near Albany Area Primary Healthcare, Inc. 403(b) Plan
  • IND ind #2682

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 Indiana →

Saint Josephs College Defined Contribution Retirement Plan in the asset neighbourhood

Northwestern Counseling and Support Services Tax Deferred AnnuityNorthwestern Counseling and …$27MThe Art Institute of Chicago Retirement Savings PlanThe Art Institute of Chicago…$27MSaint Josephs College Defined Contribution Retirement PlanSaint Josephs College Define…$27MAlbany Area Primary Healthcare, Inc. 403(b) PlanAlbany Area Primary Healthca…$27MThe Metropolitan Museum of Art 403(b) Plan for Local 1503 of District Council 37, Afscme, AFL-CIO and Local 306-I.a.T.S.E.The Metropolitan Museum of A…$27M
End-of-year total assets ($M) among Saint Josephs College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$27M
Net Income-$6M
Employer EIN350868152
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Josephs College)

Sponsor-wide plan assets over time

All Saint Josephs College plans reported in each filing year

Latest sponsor-wide plan assets
$30M 12.155897333354721% vs 2022
2024 filing year
$26M$27M$28M$29M$30M$31M 202220232024 $26.8M $30.1M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 7 $27M
2023 1 7 $29M
2024 1 7 $30M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Saint Josephs College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Saint Josephs College Defined Contribution Retirement Plan, Total assets ($M): 26.80559 · Participants: 7Saint Josephs College Defined Contribution Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Saint Josephs College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants

Saint Josephs College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Albany Area Primary Healthcare, Inc. 403(b) Plan in GA ($27M); by covered participants it is Pace Management, Inc.-401(k) Retirement Plan in NM (7 participants). Same-state nearby plans are listed separately above.

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 Saint Josephs College Defined Contribution Retirement Plan assets move in 2022? ▼
Saint Josephs College Defined Contribution Retirement Plan declined sharply - down 18.9% during 2022, from $33M to $27M. Reported net income was -$6M.
How have Saint Josephs College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Josephs College's sponsor-wide assets grew 12.2%, from $27M to $30M.
Where does Saint Josephs College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Josephs College Defined Contribution Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Saint Josephs College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Albany Area Primary Healthcare, Inc. 403(b) Plan in GA ($27M, 379 participants).
Which Other plans cover a similar participant headcount to Saint Josephs College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pace Management, Inc.-401(k) Retirement Plan in NM (7 participants, $566K in assets).