Other · DOL Form 5500 · 2023
Saint Joseph's University Retirement Plan
Data updated 2026-08-25
- $511M
- Total assets Above avg plan size
- 2,715
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $188,163
- Avg per participant Above avg balance/head
Official DOL plan name: Saint Joseph's University Retirement Plan · Sponsored by Saint Joseph's University · Pennsylvania · Educational Services
$511M in assets, 2,715 participants
Saint Joseph's University's Saint Joseph's University Retirement Plan reported $511M in total assets and 2,715 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,600 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Saint Joseph's University Retirement Plan covers 2,715 participants in Pennsylvania, 3.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $511M.
- #3,600
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Saint Joseph's University Retirement Plan's outsized position by total assets
Saint Joseph's University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$510,863,742 Top 3% higher than 97% 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
Saint Joseph's 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 Joseph's University Retirement Plan lands in the large band (2,715 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Joseph's University Retirement Plan reported net income rose from -$59M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Saint Joseph's University Retirement Plan reported participants rose from 1,238 in the plan year 2022 filing to 2,715 in the plan year 2023 filing.
- Saint Joseph's University Retirement Plan end-of-year assets rose from $460M in the plan year 2022 filing to $511M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231352674 · Saint Joseph's University PY 2023 · Other
Saint Joseph's University Retirement Plan · $511M · 2,715 · 97th
- EBSA $511M
- EBSA 2,715
- EBSA 97th
- EBSA Other
- EBSA near Vassar College 403(b) Retirement Plan
- EBSA ind #3600
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 Pennsylvania →
Saint Joseph's University Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $460M |
|---|---|
| Net Assets (End of Year) | $511M |
| Net Income | $51M |
| Employer EIN | 231352674 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Joseph's University)
Sponsor-wide plan assets over time
All Saint Joseph's University plans reported in each filing year
- Latest sponsor-wide plan assets
- $553M 20.244778865622678% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,238 | $460M |
| 2023 | 1 | 2,715 | $511M |
| 2024 | 1 | 2,028 | $553M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Saint Joseph's University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Vassar College 403(b) Retirement Plan in NY ($511M); by covered participants it is Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan in GA (2,713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($511M here).
- Vassar College 403(b) Retirement Plan (NY) $511M · 2,381
- Mercer University Defined Contribution Retirement Plan (GA) $514M · 1,898
- Navicent Health 403(b) Retirement Savings Plan (GA) $506M · 6,167
- Employee Retirement Savings Plan - Premier Health Partners (OH) $505M · 11,719
Similar participant headcount
Nearest other-state filings by covered participants (2,715 participants); asset peers above are excluded.
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,713 · 2 off
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) 2,719 · 4 off
- Operating Engineers Local 520 Annuity Plan (IL) 2,707 · 8 off
- Northeast Health System 403(b) Retirement Plan (MA) 2,707 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.