Other · DOL Form 5500 · 2023

Saint Louis University Retirement Plan

Data updated 2026-08-25

$910M
Total assets Above avg plan size
4,784
Participants Above avg headcount
98th
Percentile by assets National rank
$190,193
Avg per participant Above avg balance/head
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Official DOL plan name: Saint Louis University 403(b) Annuity Plan · Sponsored by Saint Louis University · Missouri · Educational Services

$910M in assets, 4,784 participants

Saint Louis University's Saint Louis University 403(b) Annuity Plan reported $910M in total assets and 4,784 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.

  • #3,660 in Educational Services (3,735 peers)

Coverage in Missouri

Saint Louis University 403(b) Annuity Plan covers 4,784 participants in Missouri, 6.5x the typical Missouri plan (state average ~737 per filing). Assets: $910M.

#3,660
in Educational Services (3,735 peers)
+8.1%
assets growth YoY
9.1×
vs typical plan assets (national mean)

Saint Louis University 403(b) Annuity Plan's outsized position by total assets

Saint Louis University 403(b) Annuity Plan vs every filed plan by assets

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

$909,883,587 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 403(b) Annuity 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 403(b) Annuity Plan lands in the large band (4,784 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Louis University 403(b) Annuity Plan reported net income rose from -$183M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Saint Louis University 403(b) Annuity Plan reported participants rose from 2,398 in the plan year 2022 filing to 4,784 in the plan year 2023 filing.
  • Saint Louis University 403(b) Annuity Plan end-of-year assets rose from $842M in the plan year 2022 filing to $910M 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 · Other

Saint Louis University 403(b) Annuity Plan · $910M · 4,784 · 98th

  • ASSETS $910M
  • ASSETS 4,784
  • ASSETS 98th
  • ASSETS Other
  • ASSETS near Maimonides Medical Center Tax Deferred Retirement
  • ASSETS ind #3660

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 403(b) Annuity Plan in the asset neighbourhood

Maimonides Medical Center Tax Deferred RetirementMaimonides Medical Center Ta…$913MSaint Louis University 403(b) Annuity PlanSaint Louis University 403(b…$910MTufts University Voluntary Retirement PlanTufts University Voluntary R…$903MChildren's Hospital Colorado 403(b) PlanChildren's Hospital Colorado…$898MChildren's Hospital and Health System Shared Retirement Savings PlanChildren's Hospital and Heal…$898M
End-of-year total assets ($M) among Saint Louis University 403(b) Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$842M
Net Assets (End of Year)$910M
Net Income$68M
Employer EIN430654872
Plan Effective Date1959-09-01
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 Other Plans in Missouri

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

Saint Louis University 403(b) Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -202468 Total assets ($B) Participants Saint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) PlanUniversity Health 403(b) Plan, Total assets ($B): 0.247494991 · Participants: 4269University Health 403(b) Plan
Saint Louis University 403(b) Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants

Saint Louis University 403(b) Annuity Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Maimonides Medical Center Tax Deferred Retirement in NY ($913M); by covered participants it is The University of Chicago Contributory Retirement Plan in IL (4,796 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,784 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 403(b) Annuity Plan assets move in 2023?
Saint Louis University 403(b) Annuity Plan grew at a solid clip - up 8.1% during 2023, from $842M to $910M. Reported net income was $68M.
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 403(b) Annuity Plan rank by assets among Form 5500 filers?
Saint Louis University 403(b) Annuity 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 Other plans are similar in size to Saint Louis University 403(b) Annuity Plan?
Among Other plans in other states, the closest by assets is Maimonides Medical Center Tax Deferred Retirement in NY ($913M, 8,000 participants).
Which Other plans cover a similar participant headcount to Saint Louis University 403(b) Annuity Plan?
Among Other plans in other states, the closest by covered participants is The University of Chicago Contributory Retirement Plan in IL (4,796 participants, $3.5B in assets).