Money Purchase · DOL Form 5500 · 2023

Saint Louis University Money Purchase Plan

Data updated 2026-08-25

$709M
Total assets Above avg plan size
2,863
Participants Above avg headcount
98th
Percentile by assets National rank
$247,606
Avg per participant Above avg balance/head
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Official DOL plan name: Saint Louis University Retirement Plan · Sponsored by Saint Louis University · Missouri · Educational Services

$709M in assets, 2,863 participants

Saint Louis University's Saint Louis University Retirement Plan reported $709M in total assets and 2,863 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,637 in Educational Services (3,735 peers)

Coverage in Missouri

Saint Louis University Retirement Plan covers 2,863 participants in Missouri, 3.9x the typical Missouri plan (state average ~737 per filing). Assets: $709M.

#3,637
in Educational Services (3,735 peers)
+7.5%
assets growth YoY
7.1×
vs typical plan assets (national mean)

Saint Louis University Retirement Plan's outsized position by total assets

Saint Louis University Retirement Plan vs every filed plan by assets

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

$708,895,214 Top 2% higher than 98% 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

Saint Louis University Retirement 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. Saint Louis University Retirement Plan lands in the large band (2,863 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Louis University Retirement Plan reported net income rose from -$123M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Saint Louis University Retirement Plan reported participants rose from 2,110 in the plan year 2022 filing to 2,863 in the plan year 2023 filing.
  • Saint Louis University Retirement Plan end-of-year assets rose from $659M in the plan year 2022 filing to $709M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430654872 · Saint Louis University PY 2023 · Money Purchase

Saint Louis University Retirement Plan · $709M · 2,863 · 98th

  • BOY $709M
  • SCH 2,863
  • EBSA 98th
  • PART Money Purchase
  • TYPE near Local 580 Annuity Fund
  • NET ind #3637

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 Missouri →

Saint Louis University Retirement Plan in the asset neighbourhood

Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account PlanPipefitters Local Union No. …$739MSaint Louis University Retirement PlanSaint Louis University Retir…$709MLocal 580 Annuity Fund$703MLocal 580 Annuity Fund$703MKaiser Permanente Supplemental Savings and Retirement Plan for Union GroupsKaiser Permanente Supplement…$681M
End-of-year total assets ($M) among Saint Louis University Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$659M
Net Assets (End of Year)$709M
Net Income$49M
Employer EIN430654872
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Louis University)

Sponsor-wide plan assets over time

All Saint Louis University plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 14.416181847405602% vs 2022
2024 filing year
$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.5B $1.72B ▲ +14.7%
Year Plans Participants Total Assets
2022 2 4,508 $1.5B
2023 2 7,647 $1.6B
2024 2 7,055 $1.7B

Nearby Money Purchase Plans in Missouri

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

Saint Louis University Retirement Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Saint Louis University Retirement Plan, Total assets ($B): 0.708895214 · Participants: 2863Saint Louis University Retirement PlanLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.691580617 · Participants: 4647Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.917217645 · Participants: 3999NECA-IBEW Pension Benefit Trust FundThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.503089354 · Participants: 6519The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.499683062 · Participants: 2621Brewery Conference/Anheuser-Busch Defined Contribution PlanMo-Kan Iron Workers Annuity Fund, Total assets ($B): 0.217412416 · Participants: 811Mo-Kan Iron Workers Annuity Fund
Saint Louis University Retirement Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Saint Louis University Retirement Plan side-by-side with 3 peers →

Saint Louis University Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Local 580 Annuity Fund in NY ($703M); by covered participants it is Southern Carpenters Supplemental Pension Plan in TN (2,851 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,863 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 Saint Louis University Retirement Plan assets move in 2023? ▼
Saint Louis University Retirement Plan grew at a solid clip - up 7.5% during 2023, from $659M to $709M. Reported net income was $49M.
How have Saint Louis University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Louis University's sponsor-wide assets grew 14.4%, from $1.5B to $1.7B.
Where does Saint Louis University Retirement Plan rank by assets among Form 5500 filers? ▼
Saint Louis University Retirement Plan ranks in the 98th 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 Money Purchase plans are similar in size to Saint Louis University Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Local 580 Annuity Fund in NY ($703M, 3,222 participants).
Which Money Purchase plans cover a similar participant headcount to Saint Louis University Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Southern Carpenters Supplemental Pension Plan in TN (2,851 participants, $20M 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 430654872.

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.