Other · DOL Form 5500 · 2023
St. Joseph's University, New York Retirement Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 560
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $228,536
- Avg per participant Above avg balance/head
Official DOL plan name: St. Joseph's University 403(b) Plan · Sponsored by St. Joseph's University, New York · New York · Educational Services
$128M in assets, 560 participants
St. Joseph's University, New York's St. Joseph's University 403(b) Plan reported $128M in total assets and 560 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.
- #3,274 in Educational Services (3,735 peers)
Where St. Joseph's University 403(b) Plan sits by assets
St. Joseph's University 403(b) Plan sits in the top 10% of all filed plans by assets, $128M for 560 participants (~$228,536/participant), up 14.6% in 2023.
- #3,274
- in Educational Services (3,735 peers)
- +14.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
St. Joseph's University 403(b) Plan's outsized position by total assets
St. Joseph's University 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$127,980,171 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St. Joseph's University 403(b) 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. St. Joseph's University 403(b) Plan sits mid-pack in the medium band (560 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Joseph's University 403(b) Plan reported net income rose from -$13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- St. Joseph's University 403(b) Plan end-of-year assets rose from $112M in the plan year 2022 filing to $128M in the plan year 2023 filing.
- St. Joseph's University 403(b) Plan reported participants rose from 537 in the plan year 2022 filing to 560 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 111733439 · St. Joseph's University, New York PY 2023 · Other
St. Joseph's University 403(b) Plan · $128M · 560 · 93rd
- BOOK $128M
- VS-ST 560
- BOY 93rd
- SCH Other
- EBSA near Alaska Native Tribal Health Consortium Retirement Plan
- PART ind #3274
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 New York →
St. Joseph's University 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $16M |
| Employer EIN | 111733439 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Joseph's University, New York)
Sponsor-wide plan assets over time
All St. Joseph's University, New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 21.926432100845666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 537 | $112M |
| 2023 | 1 | 560 | $128M |
| 2024 | 1 | 511 | $136M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
St. Joseph's University 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Alaska Native Tribal Health Consortium Retirement Plan in AK ($128M); by covered participants it is Sweetser 403(b) Employees Savings Plan in ME (560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- Alaska Native Tribal Health Consortium Retirement Plan (AK) $128M · 2,433
- Sheppard Pratt Health System 403(b) Retirement Plan (MD) $128M · 1,628
- Buckingham Browne & Nichols School DC Retirement Plan (MA) $128M · 331
- Memorial Health System 403(b) Plan (IL) $128M · 1,817
Similar participant headcount
Nearest other-state filings by covered participants (560 participants); asset peers above are excluded.
- Sweetser 403(b) Employees Savings Plan (ME) 560 · 0 off
- Tempe Life Care Village, Inc. 403(b) Plan (AZ) 561 · 1 off
- Kendal-Crosslands Communities 403(b) Plan (PA) 559 · 1 off
- Douglas a. Thom Clinic, Inc. Retirement Plan (MA) 561 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.