Other · DOL Form 5500 · 2022
Sacred Heart University Incorporated Retirement Plan
Data updated 2026-08-11
- $233M
- Total assets
- 1,239
- Participants
- 96th
- Percentile by assets
- $188,022
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $233M
- total plan assets (2022 EOY)
- 1,239
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $188,022
- avg assets per participant
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.
Where Sacred Heart University Defined Contribution Plan sits 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 vs the 2022 asset distribution
By assets, Sacred Heart University Defined Contribution Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Sacred Heart University Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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 Sacred Heart University Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sacred Heart University Defined Contribution Plan assets move in 2022? ▼
How have Sacred Heart University Incorporated plan assets changed over time? ▼
Where does Sacred Heart University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Sacred Heart University Defined Contribution Plan's numbers.
- By total assets, Sacred Heart University Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Sacred Heart University Incorporated's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Educational Services plans