Defined Benefit (Pension) · DOL Form 5500 · 2023

Saint Peters University Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
57
Participants Small participant base
81st
Percentile by assets National rank
$583,113
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Saint Peters University and St. Peters Prep School · Sponsored by Saint Peters University · New Jersey · Educational Services

$33M in assets, 57 participants

Saint Peters University's Retirement Plan for Saint Peters University and St. Peters Prep School reported $33M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,477 in Educational Services (3,735 peers)

Where Retirement Plan for Saint Peters University and St. Peters Prep School sits by assets

Retirement Plan for Saint Peters University and St. Peters Prep School sits in the top quartile of all filed plans by assets, $33M for 57 participants (~$583,113/participant), up 0.9% in 2023.

#2,477
in Educational Services (3,735 peers)
+0.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan for Saint Peters University and St. Peters Prep School's outsized position by total assets

Retirement Plan for Saint Peters University and St. Peters Prep School vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,237,443 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Retirement Plan for Saint Peters University and St. Peters Prep School among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Saint Peters University and St. Peters Prep School is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Saint Peters University and St. Peters Prep School reported net income rose from -$812K in the plan year 2022 filing to $298K in the plan year 2023 filing.
  • Retirement Plan for Saint Peters University and St. Peters Prep School reported participants fell from 60 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • Retirement Plan for Saint Peters University and St. Peters Prep School end-of-year assets rose from $33M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221508627 · Saint Peters University PY 2023 · Defined Benefit (Pension)

Retirement Plan for Saint Peters University and St. Peters Prep School · $33M · 57 · 81st

  • ASSETS $33M
  • ASSETS 57
  • ASSETS 81st
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Park Community Credit Union Cash Balance Defined Benefit Plan and Trust
  • ASSETS ind #2477

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 Jersey →

Retirement Plan for Saint Peters University and St. Peters Prep School in the asset neighbourhood

Retirement Plan for Saint Peters University and St. Peters Prep SchoolRetirement Plan for Saint Pe…$33MPark Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$33MRetirement Income Plan of Graham CorporationRetirement Income Plan of Gr…$33MRetirement Plan of Fulton Savings BankRetirement Plan of Fulton Sa…$33MBurke & Herbert Bank & Trust Company Retirement PlanBurke & Herbert Bank & Trust…$33M
End-of-year total assets ($M) among Retirement Plan for Saint Peters University and St. Peters Prep School and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$33M
Net Income$298K
Employer EIN221508627
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Peters University)

Sponsor-wide plan assets over time

All Saint Peters University plans reported in each filing year

Latest sponsor-wide plan assets
$110M 19.423228321872447% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91.8M $110M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 461 $92M
2023 2 522 $101M
2024 2 559 $110M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Saint Peters University and St. Peters Prep School vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Retirement Plan for Saint Peters University and St. Peters Prep School, Total assets ($B): 0.033237443 · Participants: 57Retirement Plan for Saint Peters University and St. Peters Prep SchoolRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Retirement Plan for Saint Peters University and St. Peters Prep School vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Retirement Plan for Saint Peters University and St. Peters Prep School side-by-side with 3 peers →

Retirement Plan for Saint Peters University and St. Peters Prep School's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY ($33M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Saint Peters University and St. Peters Prep School assets move in 2023? ▼
Retirement Plan for Saint Peters University and St. Peters Prep School held essentially flat - up 0.9% during 2023, from $33M to $33M. Reported net income was $298K.
How have Saint Peters University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Peters University's sponsor-wide assets grew 19.4%, from $92M to $110M.
Where does Retirement Plan for Saint Peters University and St. Peters Prep School rank by assets among Form 5500 filers? ▼
Retirement Plan for Saint Peters University and St. Peters Prep School ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Saint Peters University and St. Peters Prep School? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY ($33M, 263 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Saint Peters University and St. Peters Prep School? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221508627.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.