Other · DOL Form 5500 · 2022
St. Joseph's University, New York Retirement Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 537
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $208,037
- Avg per participant Above avg balance/head
Official DOL plan name: St. Joseph's University 403(b) Plan · Sponsored by St. Joseph's University, New York · New York · Educational Services
$112M in assets, 537 participants
St. Joseph's University, New York's St. Joseph's University 403(b) Plan reported $112M in total assets and 537 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.
- #3,542 in Educational Services (4,024 peers)
Where St. Joseph's University 403(b) Plan sits by assets
St. Joseph's University 403(b) Plan sits in the top 10% of all filed plans by assets, $112M for 537 participants (~$208,037/participant), down 10.3% in 2022.
- #3,542
- in Educational Services (4,024 peers)
- -10.3%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Joseph's University 403(b) Plan's outsized position by total assets
St. Joseph's University 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$111,715,736 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
St. Joseph's University 403(b) 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. St. Joseph's University 403(b) Plan sits mid-pack in the medium band (537 participants).
EBSA filing schedule strip
Filing strip 111733439 · St. Joseph's University, New York PY 2022 · Other
St. Joseph's University 403(b) Plan · $112M · 537 · 93rd
- EBSA $112M
- PART 537
- TYPE 93rd
- NET Other
- BOOK near Saint Leo University Retirement Plan
- VS-ST ind #3542
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 New York →
St. Joseph's University 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | -$13M |
| Employer EIN | 111733439 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Joseph's University, New York)
Sponsor-wide plan assets over time
All St. Joseph's University, New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 21.926432100845666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 537 | $112M |
| 2023 | 1 | 560 | $128M |
| 2024 | 1 | 511 | $136M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
St. Joseph's University 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Saint Leo University Retirement Plan in FL ($112M); by covered participants it is Monadnock Community Hospital 403(b) Retirement Plan in NH (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
- Saint Leo University Retirement Plan (FL) $112M · 2,332
- Carthage College Defined Contribution Plan (WI) $112M · 418
- Buckingham Browne & Nichols School DC Retirement Plan (MA) $112M · 327
- Moravian University Retirement Plan (PA) $111M · 398
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- Monadnock Community Hospital 403(b) Retirement Plan (NH) 537 · 0 off
- Reed College Retirement Plan (OR) 537 · 0 off
- Aspire Indiana Employer Sponsored 403b Plan (IN) 537 · 0 off
- Qlarant 403(b) Plan (MD) 537 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.