Other · DOL Form 5500 · 2024

Saint Joseph's College Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
7
Participants Small participant base
77th
Percentile by assets National rank
$4.3M
Avg per participant High balance/head
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Official DOL plan name: Saint Josephs College Defined Contribution Retirement Plan · Sponsored by Saint Joseph's College · Indiana · Educational Services

$30M in assets, 7 participants

Saint Joseph's College's Saint Josephs College Defined Contribution Retirement Plan reported $30M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,253 in Educational Services (3,638 peers)

Where Saint Josephs College Defined Contribution Retirement Plan sits by assets

Saint Josephs College Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 7 participants (~$4.3M/participant), up 4.4% in 2024.

#2,253
in Educational Services (3,638 peers)
+4.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Saint Josephs College Defined Contribution Retirement Plan's outsized position by total assets

Saint Josephs College Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,064,050 Top 23% higher than 77% of 123,620 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 2024

Saint Josephs College Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Josephs College Defined Contribution Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saint Josephs College Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Saint Josephs College Defined Contribution Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 350868152 · Saint Joseph's College PY 2024 · Other

Saint Josephs College Defined Contribution Retirement Plan · $30M · 7 · 77th

  • ASSETS $30M
  • PCT 7
  • EIN 77th
  • RANK Other
  • PHOTO near Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan
  • IND ind #2253

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 Indiana →

Saint Josephs College Defined Contribution Retirement Plan in the asset neighbourhood

California Community Foundation, Inc. Retirement PlanCalifornia Community Foundat…$30MNew England Life Care, Inc. 403(b) Retirement PlanNew England Life Care, Inc. …$30MMuseum Associates D/B/a Los Angeles County Museum of Art 403(b) PlanMuseum Associates D/B/a Los …$30MSaint Josephs College Defined Contribution Retirement PlanSaint Josephs College Define…$30M403(b) Thrift Plan of Achieva$30M
End-of-year total assets ($M) among Saint Josephs College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN350868152
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Joseph's College)

Sponsor-wide plan assets over time

All Saint Joseph's College plans reported in each filing year

Latest sponsor-wide plan assets
$30M 12.155897333354721% vs 2022
2024 filing year
$26M$27M$28M$29M$30M$31M 202220232024 $26.8M $30.1M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 7 $27M
2023 1 7 $29M
2024 1 7 $30M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Saint Josephs College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Saint Josephs College Defined Contribution Retirement Plan, Total assets ($M): 30.06405 · Participants: 7Saint Josephs College Defined Contribution Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 928.494369 · Participants: 16191Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 694.923452 · Participants: 7707Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 480.618778 · Participants: 2722Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 440.279707 · Participants: 7792Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 373.421837 · Participants: 3285Butler University Retirement Plan
Saint Josephs College Defined Contribution Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants

Saint Josephs College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan in CA ($30M); by covered participants it is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Saint Josephs College Defined Contribution Retirement Plan assets move in 2024?
Saint Josephs College Defined Contribution Retirement Plan edged up modestly - up 4.4% during 2024, from $29M to $30M. Reported net income was $1M.
How have Saint Joseph's College plan assets changed over time?
Across 3 plan years on file (2022-2024), Saint Joseph's College's sponsor-wide assets grew 12.2%, from $27M to $30M.
Where does Saint Josephs College Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Saint Josephs College Defined Contribution Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Saint Josephs College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan in CA ($30M, 479 participants).
Which Other plans cover a similar participant headcount to Saint Josephs College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants, N/A in assets).