Other · DOL Form 5500 · 2022
Sacred Heart University Incorporated Retirement Plan
Data updated 2026-08-25
- $233M
- Total assets Near avg plan size
- 1,239
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $188,022
- Avg per participant Above avg balance/head
Official DOL plan name: Sacred Heart University Defined Contribution Plan · Sponsored by Sacred Heart University Incorporated · Connecticut · Educational Services
$233M in assets, 1,239 participants
Sacred Heart University Incorporated's Sacred Heart University Defined Contribution Plan reported $233M in total assets and 1,239 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,772 in Educational Services (4,024 peers)
Where Sacred Heart University Defined Contribution Plan sits by assets
Sacred Heart University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $233M for 1,239 participants (~$188,022/participant), down 12.8% in 2022.
- #3,772
- in Educational Services (4,024 peers)
- -12.8%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sacred Heart University Defined Contribution Plan's outsized position by total assets
Sacred Heart University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$232,959,627 Top 4% higher than 96% 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
Sacred Heart University Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sacred Heart University Defined Contribution Plan lands in the large band (1,239 participants).
Published 5500 schedule card
Filing strip 060776644 · Sacred Heart University Incorporated PY 2022 · Other
Sacred Heart University Defined Contribution Plan · $233M · 1,239 · 96th
- RANK $233M
- RANK 1,239
- RANK 96th
- RANK Other
- RANK near Monument Health, Inc. 403(b) Plan
- RANK ind #3772
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 →
Sacred Heart University Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $233M |
| Net Income | -$34M |
| Employer EIN | 060776644 |
| Plan Effective Date | 1963-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sacred Heart University Incorporated)
Sponsor-wide plan assets over time
All Sacred Heart University Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $308M 32.01485380125544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,239 | $233M |
| 2023 | 1 | 1,276 | $272M |
| 2024 | 1 | 3,975 | $308M |
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
Sacred Heart University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Monument Health, Inc. 403(b) Plan in SD ($234M); by covered participants it is Philadelphia College of Osteopathic Medicine Retirement Plan in PA (1,239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($233M here).
- Monument Health, Inc. 403(b) Plan (SD) $234M · 5,239
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) $234M · 1,010
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) $232M · 1,548
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) $231M · 2,654
Similar participant headcount
Nearest other-state filings by covered participants (1,239 participants); asset peers above are excluded.
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) 1,239 · 0 off
- Goodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) Plan (NY) 1,238 · 1 off
- Milton Hershey School Group Supplemental Retirement Plan (PA) 1,240 · 1 off
- Saint Joseph's University Retirement Plan (PA) 1,238 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.