Other · DOL Form 5500 · 2023
Saint Leo University Retirement Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,811
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $63,771
- Avg per participant Low balance/head
Official DOL plan name: Saint Leo University Retirement Plan · Sponsored by Saint Leo University · Florida · Educational Services
$115M in assets, 1,811 participants
Saint Leo University's Saint Leo University Retirement Plan reported $115M in total assets and 1,811 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,229 in Educational Services (3,735 peers)
Coverage in Florida
Saint Leo University Retirement Plan covers 1,811 participants in Florida, 2.9x the typical Florida plan (state average ~628 per filing). Assets: $115M.
- #3,229
- in Educational Services (3,735 peers)
- +3.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Saint Leo University Retirement Plan's outsized position by total assets
Saint Leo University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$115,490,043 Top 8% higher than 92% 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 Leo 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 Leo University Retirement Plan lands in the large band (1,811 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Leo University Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Saint Leo University Retirement Plan reported participants fell from 2,332 in the plan year 2022 filing to 1,811 in the plan year 2023 filing.
- Saint Leo University Retirement Plan end-of-year assets rose from $112M in the plan year 2022 filing to $115M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591237047 · Saint Leo University PY 2023 · Other
Saint Leo University Retirement Plan · $115M · 1,811 · 92nd
- PHOTO $115M
- IND 1,811
- EOY 92nd
- 5500 Other
- ASSETS near Maryville University 403(b) Savings Plan
- PCT ind #3229
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 Florida →
Saint Leo University Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $4M |
| Employer EIN | 591237047 |
| Plan Effective Date | 1971-09-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Leo University)
Sponsor-wide plan assets over time
All Saint Leo University plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 6.7686714616558215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,332 | $112M |
| 2023 | 1 | 1,811 | $115M |
| 2024 | 1 | 1,975 | $119M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Saint Leo University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Maryville University 403(b) Savings Plan in MO ($115M); by covered participants it is Memorial Health System 403(b) Plan in IL (1,817 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Maryville University 403(b) Savings Plan (MO) $115M · 1,559
- Albright College Defined Contribution Retirement Plan (PA) $116M · 337
- Earthjustice Retirement Annuity Plan (CA) $115M · 554
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan (MT) $116M · 1,934
Similar participant headcount
Nearest other-state filings by covered participants (1,811 participants); asset peers above are excluded.
- Memorial Health System 403(b) Plan (IL) 1,817 · 6 off
- Shepherd Center 403(b) Retirement Savings Plan (GA) 1,799 · 12 off
- Bamsi 403(b) Retirement Plan (MA) 1,828 · 17 off
- The Rand Corporation 403(b) Savings Plan (CA) 1,793 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.