Other · DOL Form 5500 · 2023
Sacred Heart University Incorporated Retirement Plan
Data updated 2026-08-25
- $272M
- Total assets Near avg plan size
- 1,276
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $212,911
- Avg per participant Above avg balance/head
Official DOL plan name: Sacred Heart University Defined Contribution Plan · Sponsored by Sacred Heart University Incorporated · Connecticut · Educational Services
$272M in assets, 1,276 participants
Sacred Heart University Incorporated's Sacred Heart University Defined Contribution Plan reported $272M in total assets and 1,276 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,487 in Educational Services (3,735 peers)
Where Sacred Heart University Defined Contribution Plan sits by assets
Sacred Heart University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $272M for 1,276 participants (~$212,911/participant), up 16.6% in 2023.
- #3,487
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Sacred Heart University Defined Contribution Plan's outsized position by total assets
Sacred Heart University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$271,673,914 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sacred Heart University 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. Sacred Heart University Defined Contribution Plan lands in the large band (1,276 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sacred Heart University Defined Contribution Plan reported net income rose from -$34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Sacred Heart University Defined Contribution Plan end-of-year assets rose from $233M in the plan year 2022 filing to $272M in the plan year 2023 filing.
- Sacred Heart University Defined Contribution Plan reported participants rose from 1,239 in the plan year 2022 filing to 1,276 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 060776644 · Sacred Heart University Incorporated PY 2023 · Other
Sacred Heart University Defined Contribution Plan · $272M · 1,276 · 96th
- PART $272M
- PART 1,276
- PART 96th
- PART Other
- PART near The University of Chicago Medical Center Contributory Retirement Plan
- PART ind #3487
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 Connecticut →
Sacred Heart University Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $272M |
| Net Income | $39M |
| Employer EIN | 060776644 |
| Plan Effective Date | 1963-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sacred Heart University Incorporated)
Sponsor-wide plan assets over time
All Sacred Heart University Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $308M 32.01485380125544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,239 | $233M |
| 2023 | 1 | 1,276 | $272M |
| 2024 | 1 | 3,975 | $308M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Sacred Heart University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is The University of Chicago Medical Center Contributory Retirement Plan in IL ($271M); by covered participants it is Goodwill Easter Seals Miami Valley 403(b) Plan in OH (1,276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($272M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,276 participants); asset peers above are excluded.
- Goodwill Easter Seals Miami Valley 403(b) Plan (OH) 1,276 · 0 off
- Firelands Regional Medical Center 403(b) Plan (OH) 1,277 · 1 off
- Chicago Area Ib of T Severance and Retirement Plan (IL) 1,277 · 1 off
- Ozarks Healthcare 403(b) Plan (MO) 1,277 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.