Other · DOL Form 5500 · 2023

Saint Joseph's College Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
7
Participants Small participant base
79th
Percentile by assets National rank
$4.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Josephs College Defined Contribution Retirement Plan · Sponsored by Saint Joseph's College · Indiana · Educational Services

$29M in assets, 7 participants

Saint Joseph's College's Saint Josephs College Defined Contribution Retirement Plan reported $29M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,360 in Educational Services (3,735 peers)

Where Saint Josephs College Defined Contribution Retirement Plan sits by assets

Saint Josephs College Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 7 participants (~$4.1M/participant), up 7.4% in 2023.

#2,360
in Educational Services (3,735 peers)
+7.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Saint Josephs College Defined Contribution Retirement Plan's outsized position by total assets

Saint Josephs College Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,791,738 Top 21% higher than 79% of 127,068 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 2023

Saint Josephs College Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Josephs College Defined Contribution Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Josephs College Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Saint Josephs College Defined Contribution Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350868152 · Saint Joseph's College PY 2023 · Other

Saint Josephs College Defined Contribution Retirement Plan · $29M · 7 · 79th

  • PART $29M
  • PART 7
  • PART 79th
  • PART Other
  • PART near Lifeworks Nw Defined Contribution Retirement Plan
  • PART ind #2360

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 Indiana →

Saint Josephs College Defined Contribution Retirement Plan in the asset neighbourhood

American Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanAmerican Friends of the Hebr…$29MClaflin University DC Retirement PlanClaflin University DC Retire…$29MMclean School of Maryland Retirement PlanMclean School of Maryland Re…$29MSaint Josephs College Defined Contribution Retirement PlanSaint Josephs College Define…$29MLifeworks Nw Defined Contribution Retirement PlanLifeworks Nw Defined Contrib…$29M
End-of-year total assets ($M) among Saint Josephs College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN350868152
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Joseph's College)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$30M 12.155897333354721% vs 2022
2024 filing year
$26M$27M$28M$29M$30M$31M 202220232024 $26.8M $30.1M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 7 $27M
2023 1 7 $29M
2024 1 7 $30M

Nearby Other Plans in Indiana

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

Saint Josephs College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Saint Josephs College Defined Contribution Retirement Plan, Total assets ($M): 28.791738 · Participants: 7Saint Josephs College Defined Contribution Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Saint Josephs College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Saint Josephs College Defined Contribution Retirement Plan side-by-side with 3 peers →

Saint Josephs College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Lifeworks Nw Defined Contribution Retirement Plan in OR ($29M); by covered participants it is Centro Cristiano Renacer Inc 403(b) in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saint Josephs College Defined Contribution Retirement Plan assets move in 2023? ▼
Saint Josephs College Defined Contribution Retirement Plan grew at a solid clip - up 7.4% during 2023, from $27M to $29M. Reported net income was $2M.
How have Saint Joseph's College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Joseph's College's sponsor-wide assets grew 12.2%, from $27M to $30M.
Where does Saint Josephs College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Josephs College Defined Contribution Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Saint Josephs College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lifeworks Nw Defined Contribution Retirement Plan in OR ($29M, 549 participants).
Which Other plans cover a similar participant headcount to Saint Josephs College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Centro Cristiano Renacer Inc 403(b) in NY (7 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350868152.

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.