401(k) · DOL Form 5500 · 2023

Saint Peter's University 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
465
Participants Below avg headcount
88th
Percentile by assets National rank
$145,728
Avg per participant Above avg balance/head
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Official DOL plan name: 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School · Sponsored by Saint Peter's University · New Jersey · Educational Services

$68M in assets, 465 participants

Saint Peter's University's 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School reported $68M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,960 in Educational Services (3,735 peers)

Where 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School sits by assets

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School sits in the top quartile of all filed plans by assets, $68M for 465 participants (~$145,728/participant), up 15.2% in 2023.

#2,960
in Educational Services (3,735 peers)
+15.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School's outsized position by total assets

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School vs every filed plan by assets

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

$67,763,469 Top 12% higher than 88% 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

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School reported net income rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School reported participants rose from 401 in the plan year 2022 filing to 465 in the plan year 2023 filing.
  • 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School end-of-year assets rose from $59M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221508627 · Saint Peter's University PY 2023 · 401(k)

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School · $68M · 465 · 88th

  • PCT $68M
  • EIN 465
  • RANK 88th
  • PHOTO 401(k)
  • IND near Phalcon, Ltd. 401(k) Plan
  • EOY ind #2960

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 →

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School in the asset neighbourhood

Raleigh Orthopaedic Clinic 401(k) Profit Sharing Plan & TrustRaleigh Orthopaedic Clinic 4…$68M401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School401(k) Retirement Plan for S…$68MPhalcon, Ltd. 401(k) Plan$68MNorthwest Orthopaedic Specialist, P.S. 401(k) Savings PlanNorthwest Orthopaedic Specia…$68MFaurecia USA Holdings, Inc. Union Retirement Savings PlanFaurecia USA Holdings, Inc. …$68M
End-of-year total assets ($M) among 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$68M
Net Income$9M
Employer EIN221508627
Plan Effective Date1973-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Peter's University)

Sponsor-wide plan assets over time

All Saint Peter's 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 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School, Total assets ($B): 0.067763469 · Participants: 465401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory SchoolJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School side-by-side with 3 peers →

401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Phalcon, Ltd. 401(k) Plan in CT ($68M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School assets move in 2023? ▼
401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School grew sharply - up 15.2% during 2023, from $59M to $68M. Reported net income was $9M.
How have Saint Peter's University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Peter's University's sponsor-wide assets grew 19.4%, from $92M to $110M.
Where does 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School rank by assets among Form 5500 filers? ▼
401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School ranks in the 88th 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 401(k) plans are similar in size to 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School? ▼
Among 401(k) plans in other states, the closest by assets is Phalcon, Ltd. 401(k) Plan in CT ($68M, 248 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Retirement Plan for Saint Peter's University and Saint Peter's Preparatory School? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants, $84M 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.