Other · DOL Form 5500 · 2024
Saint Elizabeth University Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $105,320
- Avg per participant Below avg balance/head
Official DOL plan name: Saint Elizabeth University Defined Contribution Pl · Sponsored by Saint Elizabeth University · New Jersey · Educational Services
$25M in assets, 234 participants
Saint Elizabeth University's Saint Elizabeth University Defined Contribution Pl reported $25M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,100 in Educational Services (3,638 peers)
Coverage in New Jersey
Saint Elizabeth University Defined Contribution Pl covers 234 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $25M.
- #2,100
- in Educational Services (3,638 peers)
- -16.6%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint Elizabeth University Defined Contribution Pl's outsized position by total assets
Saint Elizabeth University Defined Contribution Pl vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,644,874 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Saint Elizabeth University Defined Contribution Pl among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Elizabeth University Defined Contribution Pl sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Elizabeth University Defined Contribution Pl reported net income fell from $3M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Saint Elizabeth University Defined Contribution Pl reported participants fell from 334 in the plan year 2023 filing to 234 in the plan year 2024 filing.
- Saint Elizabeth University Defined Contribution Pl end-of-year assets fell from $29M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 221529785 · Saint Elizabeth University PY 2024 · Other
Saint Elizabeth University Defined Contribution Pl · $25M · 234 · 74th
- EOY $25M
- 5500 234
- ASSETS 74th
- PCT Other
- EIN near District 1199seiu - the Johns Hopkins Hospital 403(b) Plan
- RANK ind #2100
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 →
Saint Elizabeth University Defined Contribution Pl in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$5M |
| Employer EIN | 221529785 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Elizabeth University)
Sponsor-wide plan assets over time
All Saint Elizabeth University plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 4.435132159384635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 335 | $26M |
| 2023 | 1 | 334 | $29M |
| 2024 | 1 | 234 | $25M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Saint Elizabeth University Defined Contribution Pl's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is District 1199seiu - the Johns Hopkins Hospital 403(b) Plan in MD ($25M); by covered participants it is Sjsu Research Foundation Retirement Plan in CA (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Sjsu Research Foundation Retirement Plan (CA) 234 · 0 off
- Netcare Corporation Tax Deferred Annuity Plan (OH) 234 · 0 off
- American International College 403(b) DC Plan (MA) 234 · 0 off
- 403(b) Thrift Plan of Aspiro, Inc. (WI) 234 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.