Other · DOL Form 5500 · 2024
Saint Francis University Retirement Plan
Data updated 2026-08-11
- $128M
- Total assets
- 483
- Participants
- 92nd
- Percentile by assets
- $264,820
- Avg per participant
Official DOL plan name: Saint Francis University Retirement Plan · Sponsored by Saint Francis University · Pennsylvania · Educational Services
$128M in assets, 483 participants
Saint Francis University's Saint Francis University Retirement Plan reported $128M in total assets and 483 participants in its 2024 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.
- 92nd percentile by assets (of 123,622 plans)
- #3,139 in Educational Services (3,638 peers)
Where Saint Francis University Retirement Plan sits by assets
Saint Francis University Retirement Plan sits in the top 10% of all filed plans by assets, $128M for 483 participants (~$264,820/participant), up 8.6% in 2024.
- $128M
- total plan assets (2024 EOY)
- 483
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $264,820
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Francis University Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Saint Francis University Retirement Plan end-of-year assets rose from $118M in the plan year 2023 filing to $128M in the plan year 2024 filing.
Saint Francis University Retirement Plan vs the 2024 asset distribution
By assets, Saint Francis University Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $10M |
| Employer EIN | 251024358 |
| Plan Effective Date | 1979-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Francis University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 491 | $105M |
| 2023 | 1 | 487 | $118M |
| 2024 | 1 | 483 | $128M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Saint Francis University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Similar-Sized Other Plans Nationally
Other plans in other states closest to Saint Francis University Retirement Plan by total assets, not by location.
- Retirement Savings Plan III (FL) $128M · 5,930
- Cassia 403(b) Retirement Plan (MN) $128M · 3,983
- The Blake School Defined Contribution Plan (MN) $127M · 343
- Samford University 403(b) Salary Deferral and Defined Contribution Plan (AL) $127M · 1,431
Frequently Asked Questions
How did Saint Francis University Retirement Plan assets move in 2024? ▼
How have Saint Francis University plan assets changed over time? ▼
Where does Saint Francis University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Saint Francis University Retirement Plan? ▼
Next read for Saint Francis University Retirement Plan
Scale reading
Ways to act on Saint Francis University Retirement Plan's numbers.
- By total assets, Saint Francis University Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Saint Francis University's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Educational Services plans