Other · DOL Form 5500 · 2022
University of Saint Joseph Retirement Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 886
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $130,669
- Avg per participant Near avg balance/head
Official DOL plan name: University of Saint Joseph 403(b) Retirement Plan · Sponsored by University of Saint Joseph · Connecticut · Educational Services
$116M in assets, 886 participants
University of Saint Joseph's University of Saint Joseph 403(b) Retirement Plan reported $116M in total assets and 886 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,562 in Educational Services (4,024 peers)
Where University of Saint Joseph 403(b) Retirement Plan sits by assets
University of Saint Joseph 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $116M for 886 participants (~$130,669/participant), down 13.2% in 2022.
- #3,562
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Saint Joseph 403(b) Retirement Plan's outsized position by total assets
University of Saint Joseph 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$115,772,407 Top 7% higher than 93% 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
University of Saint Joseph 403(b) Retirement 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. University of Saint Joseph 403(b) Retirement Plan sits mid-pack in the medium band (886 participants).
EBSA filing schedule strip
Filing strip 060646829 · University of Saint Joseph PY 2022 · Other
University of Saint Joseph 403(b) Retirement Plan · $116M · 886 · 93rd
- EIN $116M
- EIN 886
- EIN 93rd
- EIN Other
- EIN near St. John's School Retirement Plan
- EIN ind #3562
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 Connecticut →
University of Saint Joseph 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | -$18M |
| Employer EIN | 060646829 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Saint Joseph)
Sponsor-wide plan assets over time
All University of Saint Joseph plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 17.84943367377686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 886 | $116M |
| 2023 | 1 | 896 | $128M |
| 2024 | 1 | 813 | $136M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
University of Saint Joseph 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is St. John's School Retirement Plan in TX ($116M); by covered participants it is Community Action Partnership of Kern 403(b) Plan in CA (886 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
Similar participant headcount
Nearest other-state filings by covered participants (886 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.