Money Purchase · DOL Form 5500 · 2022

Southern New Hampshire University Money Purchase Plan

Data updated 2026-08-06

$195M
Total assets
5,881
Participants
96th
Percentile by assets
$33,107
Avg per participant
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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.

  • 96th percentile by assets (of 139,258 plans)
  • #3,720 in Educational Services (4,025 peers)

Coverage in New Hampshire

Southern New Hampshire University Retirement Plan and Trust covers 5,881 participants in New Hampshire, 19x the typical New Hampshire plan (state average ~312 per filing). Assets: $195M.

$195M
total plan assets (2022 EOY)
5,881
covered participants
96th
percentile by assets (of 139,258 plans)
$33,107
avg assets per participant

Participants vs New Hampshire filers

In New Hampshire, the average filing covers about 312 participants across 666 plans. Southern New Hampshire University Retirement Plan and Trust reports 5,881 participants - 19x that state average ($195M EOY assets).

New Hampshire filing particulars

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$195M
Net Income$33M
Employer EIN020274509
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern New Hampshire University)

$-100M$0M$100M$200M$300M$400M 202220232024 $195M $285M ▲ +46.4%
Total plan assets by year, all Southern New Hampshire University plans on file
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.

Southern New Hampshire University Retirement Plan and Trust vs. nearby Money Purchase plans in New Hampshire, assets vs. participants

Southern New Hampshire University Retirement Plan and Trust vs. nearby Money Purchase plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -5051015 Total assets ($B) Participants Southern New Hampshi…National Electrical …The Permanente Contr…Tiaa Retirement PlanKaiser Permanente Su…University of Southe…
Southern New Hampshire University Retirement Plan and Trust vs. nearby Money Purchase plans in New Hampshire, assets vs. participants

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 $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 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

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Southern New Hampshire University Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Southern New Hampshire University Retirement Plan and Trust assets move in 2022?
Southern New Hampshire University Retirement Plan and Trust grew sharply - up 20.7% during 2022, from $161M to $195M. Reported net income was $33M.
How have Southern New Hampshire University plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern New Hampshire University's sponsor-wide assets grew 46.4%, from $195M to $285M.
Where does Southern New Hampshire University Retirement Plan and Trust rank by assets among Form 5500 filers?
Southern New Hampshire University Retirement Plan and Trust ranks in the 96th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Southern New Hampshire University Retirement Plan and Trust?
Among Money Purchase plans in other states, the closest by assets is Local 191 I.B.E.W. Money Purchase Plan in WA ($194M, 3,986 participants).

Next read for Southern New Hampshire University Retire…

Filing takeaways

Ways to act on Southern New Hampshire University Retirement Plan and Trust's numbers.

  • By total assets, Southern New Hampshire University Retirement Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New Hampshire. Compare plans
  • Southern New Hampshire University's sponsor-wide assets have grown 46.4% since 2022 across 3 plan years on file. More Educational Services plans