Other · DOL Form 5500 · 2023

Samford University Retirement Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
1,619
Participants Near avg headcount
92nd
Percentile by assets National rank
$66,725
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Samford University 403(b) Salary Deferral and Defined Contribution Plan · Sponsored by Samford University · Alabama · Educational Services

$108M in assets, 1,619 participants

Samford University's Samford University 403(b) Salary Deferral and Defined Contribution Plan reported $108M in total assets and 1,619 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.

  • #3,203 in Educational Services (3,735 peers)

Coverage in Alabama

Samford University 403(b) Salary Deferral and Defined Contribution Plan covers 1,619 participants in Alabama, 4.5x the typical Alabama plan (state average ~360 per filing). Assets: $108M.

#3,203
in Educational Services (3,735 peers)
+19.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Samford University 403(b) Salary Deferral and Defined Contribution Plan's outsized position by total assets

Samford University 403(b) Salary Deferral and Defined Contribution Plan vs every filed plan by assets

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

$108,027,518 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

Samford University 403(b) Salary Deferral and Defined Contribution Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samford University 403(b) Salary Deferral and Defined Contribution Plan lands in the large band (1,619 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samford University 403(b) Salary Deferral and Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Samford University 403(b) Salary Deferral and Defined Contribution Plan end-of-year assets rose from $91M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Samford University 403(b) Salary Deferral and Defined Contribution Plan reported participants fell from 1,760 in the plan year 2022 filing to 1,619 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630312914 · Samford University PY 2023 · Other

Samford University 403(b) Salary Deferral and Defined Contribution Plan · $108M · 1,619 · 92nd

  • NET $108M
  • BOOK 1,619
  • VS-ST 92nd
  • BOY Other
  • SCH near Door County Memorial Hospital Tax Deferred Annuity Plan
  • EBSA ind #3203

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 Alabama →

Samford University 403(b) Salary Deferral and Defined Contribution Plan in the asset neighbourhood

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement PlanServicesource, Inc. 403(b) T…$108MSamford University 403(b) Salary Deferral and Defined Contribution PlanSamford University 403(b) Sa…$108MDoor County Memorial Hospital Tax Deferred Annuity PlanDoor County Memorial Hospita…$108MGreenwich Academy Inc. Defined Contribution Retirement PlanGreenwich Academy Inc. Defin…$108MWabash College Retirement PlanWabash College Retirement Pl…$108M
End-of-year total assets ($M) among Samford University 403(b) Salary Deferral and Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$108M
Net Income$17M
Employer EIN630312914
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samford University)

Sponsor-wide plan assets over time

All Samford University plans reported in each filing year

Latest sponsor-wide plan assets
$297M 9.664961844318706% vs 2022
2024 filing year
$260M$270M$280M$290M$300M 202220232024 $271M $297M ▲ +9.7%
Year Plans Participants Total Assets
2022 2 2,185 $271M
2023 2 1,989 $289M
2024 2 1,758 $297M

Nearby Other Plans in Alabama

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

Samford University 403(b) Salary Deferral and Defined Contribution Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Samford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.057885803 · Participants: 1319Plumbers & Pipefitters Local 760 Savings and Investment Plan
Samford University 403(b) Salary Deferral and Defined Contribution Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Samford University 403(b) Salary Deferral and Defined Contribution Plan side-by-side with 3 peers →

Samford University 403(b) Salary Deferral and Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Door County Memorial Hospital Tax Deferred Annuity Plan in WI ($108M); by covered participants it is 403(b) Plan for Redlands Christian Migrant Association, Inc. in FL (1,620 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,619 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 Samford University 403(b) Salary Deferral and Defined Contribution Plan assets move in 2023? ▼
Samford University 403(b) Salary Deferral and Defined Contribution Plan grew sharply - up 19.3% during 2023, from $91M to $108M. Reported net income was $17M.
How have Samford University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samford University's sponsor-wide assets grew 9.7%, from $271M to $297M.
Where does Samford University 403(b) Salary Deferral and Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Samford University 403(b) Salary Deferral and Defined Contribution 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 Samford University 403(b) Salary Deferral and Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Door County Memorial Hospital Tax Deferred Annuity Plan in WI ($108M, 715 participants).
Which Other plans cover a similar participant headcount to Samford University 403(b) Salary Deferral and Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Plan for Redlands Christian Migrant Association, Inc. in FL (1,620 participants, $30M 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 630312914.

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.