Other · DOL Form 5500 · 2023

Saint Francis University Retirement Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
487
Participants Below avg headcount
92nd
Percentile by assets National rank
$241,822
Avg per participant Above avg balance/head
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Official DOL plan name: Saint Francis University Retirement Plan · Sponsored by Saint Francis University · Pennsylvania · Educational Services

$118M in assets, 487 participants

Saint Francis University's Saint Francis University Retirement Plan reported $118M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,239 in Educational Services (3,735 peers)

Where Saint Francis University Retirement Plan sits by assets

Saint Francis University Retirement Plan sits in the top 10% of all filed plans by assets, $118M for 487 participants (~$241,822/participant), up 11.7% in 2023.

#3,239
in Educational Services (3,735 peers)
+11.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

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

Saint Francis University Retirement Plan vs every filed plan by assets

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

$117,767,426 Top 8% higher than 92% 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 Francis University Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Francis University Retirement Plan sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Francis University Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Saint Francis University Retirement Plan end-of-year assets rose from $105M in the plan year 2022 filing to $118M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251024358 · Saint Francis University PY 2023 · Other

Saint Francis University Retirement Plan · $118M · 487 · 92nd

  • TYPE $118M
  • NET 487
  • BOOK 92nd
  • VS-ST Other
  • BOY near The Taft School 403(b) Retirement Plan
  • SCH ind #3239

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 Francis University Retirement Plan in the asset neighbourhood

St. Ambrose University Defined Contribution PlanSt. Ambrose University Defin…$118MWindow to the World Communications, Inc. Defined Contribution Retirement PlanWindow to the World Communic…$118MSaint Francis University Retirement PlanSaint Francis University Ret…$118MThe Taft School 403(b) Retirement PlanThe Taft School 403(b) Retir…$118MShore Health System, Inc. 401(k) PlanShore Health System, Inc. 40…$118M
End-of-year total assets ($M) among Saint Francis University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$118M
Net Income$12M
Employer EIN251024358
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Francis University)

Sponsor-wide plan assets over time

All Saint Francis University plans reported in each filing year

Latest sponsor-wide plan assets
$128M 21.360778615533345% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $128M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 491 $105M
2023 1 487 $118M
2024 1 483 $128M

Nearby Other Plans in Pennsylvania

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

Saint Francis University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Saint Francis University Retirement Plan, Total assets ($B): 0.117767426 · Participants: 487Saint Francis University Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Saint Francis University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Saint Francis University Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is The Taft School 403(b) Retirement Plan in CT ($118M); by covered participants it is 403(b) Thrift Plan for Family & Community Services, Inc. in OH (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Francis University Retirement Plan assets move in 2023? ▼
Saint Francis University Retirement Plan grew at a solid clip - up 11.7% during 2023, from $105M to $118M. Reported net income was $12M.
How have Saint Francis University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Francis University's sponsor-wide assets grew 21.4%, from $105M to $128M.
Where does Saint Francis University Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Francis University Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Saint Francis University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Taft School 403(b) Retirement Plan in CT ($118M, 270 participants).
Which Other plans cover a similar participant headcount to Saint Francis University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Family & Community Services, Inc. in OH (487 participants, $6M 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 251024358.

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.