Other · DOL Form 5500 · 2022

Saint Francis University Retirement Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
491
Participants Below avg headcount
93rd
Percentile by assets National rank
$214,654
Avg per participant Above avg balance/head
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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.

  • #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.

#3,524
in Educational Services (4,024 peers)
-13.6%
assets change YoY
1.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Saint Francis University Retirement Plan vs every filed plan by assets

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

$105,394,969 Top 7% higher than 93% 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 Francis University 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. Saint Francis University Retirement Plan sits mid-pack in the medium band (491 participants).

Plan-year Form 5500 strip

Filing strip 251024358 · Saint Francis University PY 2022 · Other

Saint Francis University Retirement Plan · $105M · 491 · 93rd

  • BOY $105M
  • BOY 491
  • BOY 93rd
  • BOY Other
  • BOY near Drummond Company, Inc. Savings Plan for Salaried Employees
  • BOY ind #3524

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 Pennsylvania →

Saint Francis University Retirement Plan in the asset neighbourhood

The Taft School 403(b) Retirement PlanThe Taft School 403(b) Retir…$106MManhattanville College 403(b) Retirement PlanManhattanville College 403(b…$106MSaint Francis University Retirement PlanSaint Francis University Ret…$105MDrummond Company, Inc. Savings Plan for Salaried EmployeesDrummond Company, Inc. Savin…$105MSt. Barnabas Hospital 403(b) PlanSt. Barnabas Hospital 403(b)…$105M
End-of-year total assets ($M) among Saint Francis University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$105M
Net Income-$17M
Employer EIN251024358
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Francis University)

Sponsor-wide plan assets over time

All Saint Francis University plans reported in each filing year

Latest sponsor-wide plan assets
$128M 21.360778615533345% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $128M ▲ +21.4%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Saint Francis University Retirement Plan, Total assets ($B): 0.105394969 · Participants: 491Saint Francis University Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Saint Francis University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Saint Francis University Retirement Plan side-by-side with 3 peers →

Saint Francis University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Drummond Company, Inc. Savings Plan for Salaried Employees in AL ($105M); by covered participants it is Ncaa 403(b) Savings Plan in IN (491 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (491 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 Saint Francis University Retirement Plan assets move in 2022? ▼
Saint Francis University Retirement Plan pulled back noticeably - down 13.6% during 2022, from $122M to $105M. Reported net income was -$17M.
How have Saint Francis University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Francis University's sponsor-wide assets grew 21.4%, from $105M to $128M.
Where does Saint Francis University Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Francis University Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Saint Francis University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Drummond Company, Inc. Savings Plan for Salaried Employees in AL ($105M, 451 participants).
Which Other plans cover a similar participant headcount to Saint Francis University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ncaa 403(b) Savings Plan in IN (491 participants, $59M 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 251024358.

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.