Other · DOL Form 5500 · 2023

Sacred Heart University Incorporated Retirement Plan

Data updated 2026-08-11

$272M
Total assets
1,276
Participants
96th
Percentile by assets
$212,911
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$272M
total plan assets (2023 EOY)
1,276
covered participants
96th
percentile by assets (of 127,072 plans)
$212,911
avg assets per participant

Where Sacred Heart University Defined Contribution Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Educational Services

Sacred Heart University Defined Contribution Plan vs the 2023 asset distribution

By assets, Sacred Heart University Defined Contribution Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$272M
Net Income$39M
Employer EIN060776644
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sacred Heart University Incorporated)

$200M$250M$300M$350M 202220232024 $233M $308M ▲ +32.0%
Total plan assets by year, all Sacred Heart University Incorporated plans on file
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.

Sacred Heart University Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants Sacred Heart Univers…, Total assets ($B): 0.271673914 · Participants: 1276Sacred Heart Univers…Yale University Reti…, Total assets ($B): 7.406887292 · Participants: 12259Yale University Reti…Yale-New Haven Hospi…, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospi…Yale University Tax-…, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-…Nuvance Health 403(b…, Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b…Hartford Healthcare …, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare …
Sacred Heart University Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Sacred Heart University Defined Contribu… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sacred Heart University Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Sacred Heart University Defined Contribution Plan assets move in 2023? ▼
Sacred Heart University Defined Contribution Plan grew sharply - up 16.6% during 2023, from $233M to $272M. Reported net income was $39M.
How have Sacred Heart University Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sacred Heart University Incorporated's sponsor-wide assets grew 32.0%, from $233M to $308M.
Where does Sacred Heart University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Sacred Heart University Defined Contribution Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Sacred Heart University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The University of Chicago Medical Center Contributory Retirement Plan in IL ($271M, 1,610 participants).

Next read for Sacred Heart University Defined Contribu…

Scale reading

Ways to act on Sacred Heart University Defined Contribution Plan's numbers.

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 060776644.

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.