Money Purchase · DOL Form 5500 · 2023
Southern New Hampshire University Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 4,402
- Participants Above avg headcount
Official DOL plan name: Southern New Hampshire University Retirement Plan and Trust · Sponsored by Southern New Hampshire University · New Hampshire · Educational Services
N/A in assets, 4,402 participants
Southern New Hampshire University's Southern New Hampshire University Retirement Plan and Trust reported N/A in total assets and 4,402 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in New Hampshire
Southern New Hampshire University Retirement Plan and Trust covers 4,402 participants in New Hampshire, 15x the typical New Hampshire plan (state average ~301 per filing). Assets: N/A.
- $17M
- reported net income
Southern New Hampshire University Retirement Plan and Trust'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. Southern New Hampshire University Retirement Plan and Trust lands in the large band (4,402 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern New Hampshire University Retirement Plan and Trust reported net income fell from $33M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Southern New Hampshire University Retirement Plan and Trust reported participants fell from 5,881 in the plan year 2022 filing to 4,402 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 020274509 · Southern New Hampshire University PY 2023 · Money Purchase
Southern New Hampshire University Retirement Plan and Trust · N/A · 4,402
- 5500 N/A
- ASSETS 4,402
- PCT PY 2023
- EIN Money Purchase
- RANK near Mainegeneral Health Retirement Income Plan
- PHOTO 15× state
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 Hampshire →
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $17M |
| Employer EIN | 020274509 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern New Hampshire University)
Sponsor-wide plan assets over time
All Southern New Hampshire University plans reported in each filing year
- Latest sponsor-wide plan assets
- $285M 46.381824080003966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,881 | $195M |
| 2023 | 1 | 4,402 | N/A |
| 2024 | 1 | N/A | $285M |
Nearby Money Purchase Plans in New Hampshire
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $15.8B · 84,425
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Tiaa Retirement Plan $5.3B · 12,501
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
Southern New Hampshire University Retirement Plan and Trust's closest out-of-state Money Purchase peers by headcount
Outside New Hampshire, the nearest Money Purchase by covered participants is Mainegeneral Health Retirement Income Plan in ME (4,570 participants; this filing: 4,402 participants).
Similar participant headcount
Nearest other-state filings by covered participants (4,402 participants); asset peers above are excluded.
- Mainegeneral Health Retirement Income Plan (ME) 4,570 · 168 off
- Millwrights Pension Plan (TX) 4,186 · 216 off
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) 4,634 · 232 off
- Local No. 1 IBEW Pension Benefit Trust Fund (MO) 4,647 · 245 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.