Defined Benefit (Pension) · DOL Form 5500 · 2023

Samford University Pension Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size
370
Participants Below avg headcount
94th
Percentile by assets National rank
$489,138
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,381
in Educational Services (3,735 peers)
+0.3%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Samford University Pension Plan's outsized position by total assets

Samford University Pension Plan vs every filed plan by assets

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

$180,981,030 Top 6% higher than 94% 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 Pension 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. Samford University Pension Plan sits mid-pack in the medium band (370 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630312914 · Samford University PY 2023 · Defined Benefit (Pension)

Samford University Pension Plan · $181M · 370 · 94th

  • EOY $181M
  • EOY 370
  • EOY 94th
  • EOY Defined Benefit (Pension)
  • EOY near Local 805 Pension & Retirement Fund
  • EOY ind #3381

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 Pension Plan in the asset neighbourhood

Cic-Toc Pension Plan$181MSamford University Pension PlanSamford University Pension P…$181MLocal 805 Pension & Retirement FundLocal 805 Pension & Retireme…$181MSheet Metal Workers' Local Union No. 9 Pension PlaSheet Metal Workers' Local U…$181MSanofi Pasteur Inc. Retirement PlanSanofi Pasteur Inc. Retireme…$181M
End-of-year total assets ($M) among Samford University Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$181M
Net Income$479K
Employer EIN630312914
Plan Effective Date1988-01-01
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 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 Scatter plot of 6 data points. 050010001500200025003000 00.511.5 Total assets ($B) Participants Samford University Pension Plan, Total assets ($B): 0.18098103 · Participants: 370Samford University Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Samford University Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Samford University Pension Plan side-by-side with 3 peers →

Samford University Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Local 805 Pension & Retirement Fund in NY ($181M); by covered participants it is The French's Food Company LLC Retirement Plan for Union Employees in MD (370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($181M here).

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Pension Plan assets move in 2023? ▼
Samford University Pension Plan held essentially flat - up 0.3% during 2023, from $180M to $181M. Reported net income was $479K.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Samford University Pension Plan ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to Samford University Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 805 Pension & Retirement Fund in NY ($181M, 452 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Samford University Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The French's Food Company LLC Retirement Plan for Union Employees in MD (370 participants, $37M 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.