Money Purchase · DOL Form 5500 · 2022
Southern New Hampshire University Money Purchase Plan
Data updated 2026-08-25
- $195M
- Total assets Near avg plan size
- 5,881
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $33,107
- Avg per participant Low balance/head
Official DOL plan name: Southern New Hampshire University Retirement Plan and Trust · Sponsored by Southern New Hampshire University · New Hampshire · Educational Services
$195M in assets, 5,881 participants
Southern New Hampshire University's Southern New Hampshire University Retirement Plan and Trust reported $195M in total assets and 5,881 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.
- #3,719 in Educational Services (4,024 peers)
Coverage in New Hampshire
Southern New Hampshire University Retirement Plan and Trust covers 5,881 participants in New Hampshire, 20x the typical New Hampshire plan (state average ~301 per filing). Assets: $195M.
- #3,719
- in Educational Services (4,024 peers)
- +20.7%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Southern New Hampshire University Retirement Plan and Trust's outsized position by total assets
Southern New Hampshire University Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$194,703,938 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
Southern New Hampshire University Retirement Plan and Trust'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. Southern New Hampshire University Retirement Plan and Trust lands in the large band (5,881 participants).
EBSA filing schedule strip
Filing strip 020274509 · Southern New Hampshire University PY 2022 · Money Purchase
Southern New Hampshire University Retirement Plan and Trust · $195M · 5,881 · 96th
- EOY $195M
- 5500 5,881
- ASSETS 96th
- PCT Money Purchase
- EIN near Local 191 I.B.E.W. Money Purchase Plan
- RANK ind #3719
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 Hampshire →
Southern New Hampshire University Retirement Plan and Trust in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $195M |
| Net Income | $33M |
| Employer EIN | 020274509 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern New Hampshire University)
Sponsor-wide plan assets over time
All Southern New Hampshire University plans reported in each filing year
- Latest sponsor-wide plan assets
- $285M 46.381824080003966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,881 | $195M |
| 2023 | 1 | 4,402 | N/A |
| 2024 | 1 | N/A | $285M |
Nearby Money Purchase Plans in New Hampshire
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $13.8B · 80,049
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Tiaa Retirement Plan $4.5B · 11,825
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
Scale composition for Southern New Hampshire University Retirement Plan and Trust
Southern New Hampshire University Retirement Plan and Trust reports $195M in end-of-year assets across 5,881 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $33,107 per participant (24% of the national average assets-per-participant) . Net income for plan year 2022 was $33M.
This plan identity (EIN 020274509, plan #001) has 2 Form 5500 filings on file from 2022 to 2023 while covered participants moved from 5,881 to 4,402 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,881 | $195M | This page |
| 2023 | 4,402 | N/A | Open filing |
Southern New Hampshire University Retirement Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside New Hampshire, the nearest Money Purchase by assets is Local 191 I.B.E.W. Money Purchase Plan in WA ($194M); by covered participants it is Florida Ubc Supplemental Pension Plan in TN (5,942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($195M here).
- Local 191 I.B.E.W. Money Purchase Plan (WA) $194M · 3,986
- Alaska Electrical Retirement Savings Plan (AK) $194M · 2,284
- Rhode Island Laborers Annuity Fund (RI) $195M · 8,566
- Children's University Medical Group Pension Plan (WA) $193M · 811
Similar participant headcount
Nearest other-state filings by covered participants (5,881 participants); asset peers above are excluded.
- Florida Ubc Supplemental Pension Plan (TN) 5,942 · 61 off
- Samaritan Health Services Retirement Plan (OR) 5,816 · 65 off
- Local 338 Annuity Fund (NY) 5,950 · 69 off
- The Children's Mercy Hospital Retirement Plan (MO) 5,977 · 96 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.