Other · DOL Form 5500 · 2022

Loyola University New Orleans Retirement Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
672
Participants Below avg headcount
95th
Percentile by assets National rank
$280,569
Avg per participant High balance/head
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Official DOL plan name: Loyola University Retirement Plan · Sponsored by Loyola University New Orleans · Louisiana · Educational Services

$189M in assets, 672 participants

Loyola University New Orleans's Loyola University Retirement Plan reported $189M in total assets and 672 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,710 in Educational Services (4,024 peers)

Where Loyola University Retirement Plan sits by assets

Loyola University Retirement Plan sits in the top 5% of all filed plans by assets, $189M for 672 participants (~$280,569/participant), down 13.7% in 2022.

#3,710
in Educational Services (4,024 peers)
-13.7%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loyola University Retirement Plan's outsized position by total assets

Loyola University Retirement Plan vs every filed plan by assets

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

$188,542,297 Top 5% higher than 95% 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

Loyola 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. Loyola University Retirement Plan sits mid-pack in the medium band (672 participants).

DOL schedule card

Filing strip 720408946 · Loyola University New Orleans PY 2022 · Other

Loyola University Retirement Plan · $189M · 672 · 95th

  • TYPE $189M
  • TYPE 672
  • TYPE 95th
  • TYPE Other
  • TYPE near St. Francis Medical Center Tax Deferred Annuity Plan
  • TYPE ind #3710

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 Louisiana →

Loyola University Retirement Plan in the asset neighbourhood

Le Moyne College 403(b) Plan$189MSouthwest Matching Defined Contribution Retirement PlanSouthwest Matching Defined C…$189MSt. Francis Medical Center Tax Deferred Annuity PlanSt. Francis Medical Center T…$189MSaint Francis Healthcare System Tax Deferred Annuity PlanSaint Francis Healthcare Sys…$189MLoyola University Retirement PlanLoyola University Retirement…$189M
End-of-year total assets ($M) among Loyola 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)$219M
Net Assets (End of Year)$189M
Net Income-$30M
Employer EIN720408946
Plan Effective Date1969-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loyola University New Orleans)

Sponsor-wide plan assets over time

All Loyola University New Orleans plans reported in each filing year

Latest sponsor-wide plan assets
$282M 9.48550168977847% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $258M $282M ▲ +9.5%
Year Plans Participants Total Assets
2022 2 964 $258M
2023 2 1,011 $270M
2024 1 1,161 $282M

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

Loyola University Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0200400600800 Total assets ($M) Participants Loyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanWomans Hospital Foundation 403(b) Retirement Savings Plan, Total assets ($M): 163.770392 · Participants: 1786Womans Hospital Foundation 403(b) Retirement Savings Plan
Loyola University Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Loyola University Retirement Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest Other by assets is St. Francis Medical Center Tax Deferred Annuity Plan in MO ($189M); by covered participants it is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH (672 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (672 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 Loyola University Retirement Plan assets move in 2022? ▼
Loyola University Retirement Plan pulled back noticeably - down 13.7% during 2022, from $219M to $189M. Reported net income was -$30M.
How have Loyola University New Orleans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loyola University New Orleans's sponsor-wide assets grew 9.5%, from $258M to $282M.
Where does Loyola University Retirement Plan rank by assets among Form 5500 filers? ▼
Loyola University Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Loyola University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Francis Medical Center Tax Deferred Annuity Plan in MO ($189M, 2,831 participants).
Which Other plans cover a similar participant headcount to Loyola University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH (672 participants, $33M 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 720408946.

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.