Other · DOL Form 5500 · 2023

Loyola University New Orleans Retirement Plan

Data updated 2026-08-25

$270M
Total assets Near avg plan size
721
Participants Near avg headcount
96th
Percentile by assets National rank
$374,514
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loyola University Retirement Plan · Sponsored by Loyola University New Orleans · Louisiana · Educational Services

$270M in assets, 721 participants

Loyola University New Orleans's Loyola University Retirement Plan reported $270M in total assets and 721 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.

  • #3,485 in Educational Services (3,735 peers)

Where Loyola University Retirement Plan sits by assets

Loyola University Retirement Plan sits in the top 5% of all filed plans by assets, $270M for 721 participants (~$374,514/participant), up 43.2% in 2023.

#3,485
in Educational Services (3,735 peers)
+43.2%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Loyola University Retirement Plan's outsized position by total assets

Loyola University Retirement Plan vs every filed plan by assets

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

$270,024,566 Top 4% higher than 96% 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

Loyola University Retirement 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. Loyola University Retirement Plan sits mid-pack in the medium band (721 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loyola University Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Loyola University Retirement Plan end-of-year assets rose from $189M in the plan year 2022 filing to $270M in the plan year 2023 filing.
  • Loyola University Retirement Plan reported participants rose from 672 in the plan year 2022 filing to 721 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720408946 · Loyola University New Orleans PY 2023 · Other

Loyola University Retirement Plan · $270M · 721 · 96th

  • PART $270M
  • PART 721
  • PART 96th
  • PART Other
  • PART near Manhattan College Defined Contribution Retirement Plan
  • PART ind #3485

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 Louisiana →

Loyola University Retirement Plan in the asset neighbourhood

Sacred Heart University Defined Contribution PlanSacred Heart University Defi…$272MThe University of Chicago Medical Center Contributory Retirement PlanThe University of Chicago Me…$271MManhattan College Defined Contribution Retirement PlanManhattan College Defined Co…$271MLoyola University Retirement PlanLoyola University Retirement…$270MChapman University Tax Deferred Annuity (Tda) Retirement PlanChapman University Tax Defer…$269M
End-of-year total assets ($M) among Loyola University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$270M
Net Income$13M
Employer EIN720408946
Plan Effective Date1969-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loyola University New Orleans)

Sponsor-wide plan assets over time

All Loyola University New Orleans plans reported in each filing year

Latest sponsor-wide plan assets
$282M 9.48550168977847% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $258M $282M ▲ +9.5%
Year Plans Participants Total Assets
2022 2 964 $258M
2023 2 1,011 $270M
2024 1 1,161 $282M

Nearby Other Plans in Louisiana

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

Loyola University Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0200400600800 Total assets ($M) Participants Loyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanWoman's Hospital Foundation 403(b) Retirement Savings Plan, Total assets ($M): 186.24781 · Participants: 1723Woman's Hospital Foundation 403(b) Retirement Savings Plan
Loyola University Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Loyola University Retirement Plan side-by-side with 3 peers →

Loyola University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Manhattan College Defined Contribution Retirement Plan in NY ($271M); by covered participants it is The Museum of Modern Art 403(b) Retirement Plan in NY (721 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (721 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 Loyola University Retirement Plan assets move in 2023? ▼
Loyola University Retirement Plan surged - up 43.2% during 2023, from $189M to $270M. Reported net income was $13M.
How have Loyola University New Orleans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loyola University New Orleans's sponsor-wide assets grew 9.5%, from $258M to $282M.
Where does Loyola University Retirement Plan rank by assets among Form 5500 filers? ▼
Loyola University Retirement 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 Loyola University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Manhattan College Defined Contribution Retirement Plan in NY ($271M, 504 participants).
Which Other plans cover a similar participant headcount to Loyola University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Museum of Modern Art 403(b) Retirement Plan in NY (721 participants, $154M 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 720408946.

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.