Other · DOL Form 5500 · 2023
Saint Joseph's University Retirement Plan
Data updated 2026-08-11
- $511M
- Total assets
- 2,715
- Participants
- 97th
- Percentile by assets
- $188,163
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $511M
- total plan assets (2023 EOY)
- 2,715
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $188,163
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Saint Joseph's University Retirement Plan reports 2,715 participants - 3.3x that state average ($511M EOY assets).
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)
| 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.
Saint Joseph's University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Saint Joseph's University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Saint Joseph's University Retirement Plan assets move in 2023? ▼
How have Saint Joseph's University plan assets changed over time? ▼
Where does Saint Joseph's University Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Saint Joseph's University Retirement Plan's numbers.
- By total assets, Saint Joseph's University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Saint Joseph's University's sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Educational Services plans