Defined Benefit (Pension) · DOL Form 5500 · 2023
Samford University Pension Plan
Data updated 2026-08-11
- $181M
- Total assets
- 370
- Participants
- 94th
- Percentile by assets
- $489,138
- Avg per participant
Official DOL plan name: Samford University Pension Plan · Sponsored by Samford University · Alabama · Educational Services
$181M in assets, 370 participants
Samford University's Samford University Pension Plan reported $181M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #3,381 in Educational Services (3,735 peers)
Where Samford University Pension Plan sits by assets
Samford University Pension Plan sits in the top 10% of all filed plans by assets, $181M for 370 participants (~$489,138/participant), up 0.3% in 2023.
- $181M
- total plan assets (2023 EOY)
- 370
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $489,138
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Samford University Pension Plan reported net income rose from -$38M in the plan year 2022 filing to $479K in the plan year 2023 filing.
- Samford University Pension Plan reported participants fell from 425 in the plan year 2022 filing to 370 in the plan year 2023 filing.
- Samford University Pension Plan end-of-year assets rose from $180M in the plan year 2022 filing to $181M in the plan year 2023 filing.
Samford University Pension Plan vs the 2023 asset distribution
By assets, Samford University Pension Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | $479K |
| Employer EIN | 630312914 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samford University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,185 | $271M |
| 2023 | 2 | 1,989 | $289M |
| 2024 | 2 | 1,758 | $297M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Samford University Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
- Regions Financial Corporation Retirement Plan $1.2B · 292
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Regions Financial Corporation Retirement Plan for Associates $716M · 2,395
- Vulcan Materials Company Pension Plan $508M · 776
- American Cast Iron Pipe Company Pension Plan $440M · 832
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Samford University Pension Plan by total assets, not by location.
- Local 805 Pension & Retirement Fund (NY) $181M · 452
- Sheet Metal Workers' Local Union No. 9 Pension Pla (CO) $181M · 800
- Sanofi Pasteur Inc. Retirement Plan (PA) $181M · 1,297
- Cic-Toc Pension Plan (WA) $181M · 61
Frequently Asked Questions
How did Samford University Pension Plan assets move in 2023? ▼
How have Samford University plan assets changed over time? ▼
Where does Samford University Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for Samford University Pension Plan
Scale reading
Ways to act on Samford University Pension Plan's numbers.
- By total assets, Samford University Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
- Samford University's sponsor-wide assets have grown 9.7% since 2022 across 3 plan years on file. More Educational Services plans