Other · DOL Form 5500 · 2022

Saint Joseph's University Retirement Plan

Data updated 2026-08-25

$460M
Total assets Above avg plan size
1,238
Participants Near avg headcount
98th
Percentile by assets National rank
$371,807
Avg per participant High balance/head
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Official DOL plan name: Saint Joseph's University Retirement Plan · Sponsored by Saint Joseph's University · Pennsylvania · Educational Services

$460M in assets, 1,238 participants

Saint Joseph's University's Saint Joseph's University Retirement Plan reported $460M in total assets and 1,238 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,889 in Educational Services (4,024 peers)

Where Saint Joseph's University Retirement Plan sits by assets

Saint Joseph's University Retirement Plan sits in the top 5% of all filed plans by assets, $460M for 1,238 participants (~$371,807/participant), up 17.5% in 2022.

#3,889
in Educational Services (4,024 peers)
+17.5%
assets growth YoY
4.6×
vs typical plan assets (national mean)

The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saint Joseph's University Retirement Plan's outsized position by total assets

Saint Joseph's University Retirement Plan vs every filed plan by assets

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

$460,297,337 Top 2% higher than 98% 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 Joseph's University Retirement 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. Saint Joseph's University Retirement Plan lands in the large band (1,238 participants).

Plan-year Form 5500 strip

Filing strip 231352674 · Saint Joseph's University PY 2022 · Other

Saint Joseph's University Retirement Plan · $460M · 1,238 · 98th

  • TYPE $460M
  • TYPE 1,238
  • TYPE 98th
  • TYPE Other
  • TYPE near Children's Retirement Income Benefit Plan
  • TYPE ind #3889

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 Joseph's University Retirement Plan in the asset neighbourhood

Yale University Matching Retirement PlanYale University Matching Ret…$462MTeachers College, Columbia University DC Retirement PlanTeachers College, Columbia U…$462MSaint Joseph's University Retirement PlanSaint Joseph's University Re…$460MChildren's Retirement Income Benefit PlanChildren's Retirement Income…$459MVirginia Mason Medical Center 403(b) PlanVirginia Mason Medical Cente…$457M
End-of-year total assets ($M) among Saint Joseph's 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)$392M
Net Assets (End of Year)$460M
Net Income-$59M
Employer EIN231352674
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Joseph's University)

Sponsor-wide plan assets over time

All Saint Joseph's University plans reported in each filing year

Latest sponsor-wide plan assets
$553M 20.244778865622678% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $460M $553M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 1,238 $460M
2023 1 2,715 $511M
2024 1 2,028 $553M

Nearby Other Plans in Pennsylvania

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

Saint Joseph's University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0246 Total assets ($B) Participants Saint Joseph's University Retirement Plan, Total assets ($B): 0.460297337 · Participants: 1238Saint Joseph's 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 Joseph's University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Saint Joseph's University Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is Children's Retirement Income Benefit Plan in OH ($459M); by covered participants it is Goodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) Plan in NY (1,238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($460M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,238 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 Joseph's University Retirement Plan assets move in 2022? ▼
Saint Joseph's University Retirement Plan grew sharply - up 17.5% during 2022, from $392M to $460M. Reported net income was -$59M.
How have Saint Joseph's University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Joseph's University's sponsor-wide assets grew 20.2%, from $460M to $553M.
Where does Saint Joseph's University Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Joseph's University Retirement Plan ranks in the 98th 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 Saint Joseph's University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Children's Retirement Income Benefit Plan in OH ($459M, 6,632 participants).
Which Other plans cover a similar participant headcount to Saint Joseph's University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill Industries of Greater New York and Northern New Jersey, Inc. 403(b) Plan in NY (1,238 participants, $15M 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 231352674.

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.