Other · DOL Form 5500 · 2024
Saint Francis University Retirement Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 483
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $264,820
- Avg per participant High balance/head
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.
- #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.
- #3,139
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Saint Francis University Retirement Plan's outsized position by total assets
Saint Francis University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,908,155 Top 8% higher than 92% 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 Francis University Retirement Plan 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 Francis University Retirement Plan sits mid-pack in the medium band (483 participants).
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.
Plan-year Form 5500 strip
Filing strip 251024358 · Saint Francis University PY 2024 · Other
Saint Francis University Retirement Plan · $128M · 483 · 92nd
- NET $128M
- NET 483
- NET 92nd
- NET Other
- NET near Retirement Savings Plan III
- NET ind #3139
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 Pennsylvania →
Saint Francis University Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Saint Francis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 21.360778615533345% vs 2022
- 2024 filing year
| 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.
- 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
Saint Francis University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Retirement Savings Plan III in FL ($128M); by covered participants it is Anti-Defamation League 403(b) Defined Contribution Plan in NY (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (483 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.