Other · DOL Form 5500 · 2024
Saint Leo University Retirement Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 1,975
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $60,412
- Avg per participant Low balance/head
Official DOL plan name: Saint Leo University Retirement Plan · Sponsored by Saint Leo University · Florida · Educational Services
$119M in assets, 1,975 participants
Saint Leo University's Saint Leo University Retirement Plan reported $119M in total assets and 1,975 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.
- #3,109 in Educational Services (3,638 peers)
Coverage in Florida
Saint Leo University Retirement Plan covers 1,975 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $119M.
- #3,109
- in Educational Services (3,638 peers)
- +3.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Saint Leo University Retirement Plan's outsized position by total assets
Saint Leo University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$119,313,685 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 Leo University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Leo University Retirement Plan lands in the large band (1,975 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Leo University Retirement Plan reported participants rose from 1,811 in the plan year 2023 filing to 1,975 in the plan year 2024 filing.
- Saint Leo University Retirement Plan end-of-year assets rose from $115M in the plan year 2023 filing to $119M in the plan year 2024 filing.
DOL schedule card
Filing strip 591237047 · Saint Leo University PY 2024 · Other
Saint Leo University Retirement Plan · $119M · 1,975 · 92nd
- SCH $119M
- EBSA 1,975
- PART 92nd
- TYPE Other
- NET near Texas Association of School Boards, Inc. Retirement Plan
- BOOK ind #3109
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 Florida →
Saint Leo University Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $4M |
| Employer EIN | 591237047 |
| Plan Effective Date | 1971-09-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Leo University)
Sponsor-wide plan assets over time
All Saint Leo University plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 6.7686714616558215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,332 | $112M |
| 2023 | 1 | 1,811 | $115M |
| 2024 | 1 | 1,975 | $119M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Saint Leo University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Texas Association of School Boards, Inc. Retirement Plan in TX ($119M); by covered participants it is El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan in AZ (1,976 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Texas Association of School Boards, Inc. Retirement Plan (TX) $119M · 486
- Wabash College Retirement Plan (IN) $119M · 531
- On Lok Retirement Savings Plan (CA) $119M · 1,179
- The Washington Hospital Retirement & Savings Plan (PA) $120M · 1,540
Similar participant headcount
Nearest other-state filings by covered participants (1,975 participants); asset peers above are excluded.
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan (AZ) 1,976 · 1 off
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) 1,978 · 3 off
- Brightli Retirement Savings Plan (MO) 1,970 · 5 off
- Wilmington University 403(b) DC Plan (DE) 1,982 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.