Other · DOL Form 5500 · 2022
University of Saint Joseph Retirement Plan
Data updated 2026-08-11
- $116M
- Total assets
- 886
- Participants
- 93rd
- Percentile by assets
- $130,669
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $116M
- total plan assets (2022 EOY)
- 886
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $130,669
- avg assets per participant
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.
Where University of Saint Joseph 403(b) Retirement Plan sits 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 vs the 2022 asset distribution
By assets, University of Saint Joseph 403(b) Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Saint Joseph 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on University of Saint Joseph 403(b) Retirement Plan's numbers.
- By total assets, University of Saint Joseph 403(b) Retirement 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 Connecticut. Compare plans
- University of Saint Joseph's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Educational Services plans