Other · DOL Form 5500 · 2023

University of Saint Joseph Retirement Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
896
Participants Near avg headcount
93rd
Percentile by assets National rank
$142,368
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University of Saint Joseph 403(b) Retirement Plan · Sponsored by University of Saint Joseph · Connecticut · Educational Services

$128M in assets, 896 participants

University of Saint Joseph's University of Saint Joseph 403(b) Retirement Plan reported $128M in total assets and 896 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,272 in Educational Services (3,735 peers)

Where University of Saint Joseph 403(b) Retirement Plan sits by assets

University of Saint Joseph 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $128M for 896 participants (~$142,368/participant), up 10.2% in 2023.

#3,272
in Educational Services (3,735 peers)
+10.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

University of Saint Joseph 403(b) Retirement Plan's outsized position by total assets

University of Saint Joseph 403(b) Retirement Plan vs every filed plan by assets

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

$127,562,067 Top 7% higher than 93% 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

University of Saint Joseph 403(b) 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. University of Saint Joseph 403(b) Retirement Plan sits mid-pack in the medium band (896 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Saint Joseph 403(b) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • University of Saint Joseph 403(b) Retirement Plan end-of-year assets rose from $116M in the plan year 2022 filing to $128M in the plan year 2023 filing.
  • University of Saint Joseph 403(b) Retirement Plan reported participants rose from 886 in the plan year 2022 filing to 896 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060646829 · University of Saint Joseph PY 2023 · Other

University of Saint Joseph 403(b) Retirement Plan · $128M · 896 · 93rd

  • EIN $128M
  • RANK 896
  • PHOTO 93rd
  • IND Other
  • EOY near Davidson College Tax-Deferred Annuity Plan
  • 5500 ind #3272

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 →

University of Saint Joseph 403(b) Retirement Plan in the asset neighbourhood

Memorial Health System 403(b) PlanMemorial Health System 403(b…$128MDavidson College Tax-Deferred Annuity PlanDavidson College Tax-Deferre…$128MUniversity of Saint Joseph 403(b) Retirement PlanUniversity of Saint Joseph 4…$128MSt. John's School Retirement PlanSt. John's School Retirement…$128MMarymount University Defined Contribution Retirement PlanMarymount University Defined…$127M
End-of-year total assets ($M) among University of Saint Joseph 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$128M
Net Income$12M
Employer EIN060646829
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Saint Joseph)

Sponsor-wide plan assets over time

All University of Saint Joseph plans reported in each filing year

Latest sponsor-wide plan assets
$136M 17.84943367377686% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $116M $136M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 886 $116M
2023 1 896 $128M
2024 1 813 $136M

Nearby Other Plans in Connecticut

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

University of Saint Joseph 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants University of Saint Joseph 403(b) Retirement Plan, Total assets ($B): 0.127562067 · Participants: 896University of Saint Joseph 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
University of Saint Joseph 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare University of Saint Joseph 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is Davidson College Tax-Deferred Annuity Plan in NC ($128M); by covered participants it is Harnett Health System, Inc. Supplemental Retirement 403(b) Plan in NC (896 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (896 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 University of Saint Joseph 403(b) Retirement Plan assets move in 2023? ▼
University of Saint Joseph 403(b) Retirement Plan grew at a solid clip - up 10.2% during 2023, from $116M to $128M. Reported net income was $12M.
How have University of Saint Joseph plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Saint Joseph's sponsor-wide assets grew 17.8%, from $116M to $136M.
Where does University of Saint Joseph 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
University of Saint Joseph 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to University of Saint Joseph 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Davidson College Tax-Deferred Annuity Plan in NC ($128M, 405 participants).
Which Other plans cover a similar participant headcount to University of Saint Joseph 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Harnett Health System, Inc. Supplemental Retirement 403(b) Plan in NC (896 participants, $32M 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 060646829.

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.