Other · DOL Form 5500 · 2022
Saint Francis University Retirement Plan
Data updated 2026-08-11
- $105M
- Total assets
- 491
- Participants
- 93rd
- Percentile by assets
- $214,654
- Avg per participant
Official DOL plan name: Saint Francis University Retirement Plan · Sponsored by Saint Francis University · Pennsylvania · Educational Services
$105M in assets, 491 participants
Saint Francis University's Saint Francis University Retirement Plan reported $105M in total assets and 491 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)
- #3,524 in Educational Services (4,024 peers)
Where Saint Francis University Retirement Plan sits by assets
Saint Francis University Retirement Plan sits in the top 10% of all filed plans by assets, $105M for 491 participants (~$214,654/participant), down 13.6% in 2022.
- $105M
- total plan assets (2022 EOY)
- 491
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $214,654
- avg assets per participant
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint Francis University Retirement Plan vs the 2022 asset distribution
By assets, Saint Francis University Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | -$17M |
| Employer EIN | 251024358 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Francis University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 491 | $105M |
| 2023 | 1 | 487 | $118M |
| 2024 | 1 | 483 | $128M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Saint Francis University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to Saint Francis University Retirement Plan by total assets, not by location.
- Drummond Company, Inc. Savings Plan for Salaried Employees (AL) $105M · 451
- St. Barnabas Hospital 403(b) Plan (NY) $105M · 2,837
- Manhattanville College 403(b) Retirement Plan (NY) $106M · 269
- The Taft School 403(b) Retirement Plan (CT) $106M · 245
Frequently Asked Questions
How did Saint Francis University Retirement Plan assets move in 2022? ▼
How have Saint Francis University plan assets changed over time? ▼
Where does Saint Francis University Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Saint Francis University Retirement Plan
Scale reading
Ways to act on Saint Francis University Retirement Plan's numbers.
- By total assets, Saint Francis University 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 Pennsylvania. Compare plans
- Saint Francis University's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Educational Services plans