ESOP
2024 plan-year ESOP DOL Form 5500

Southern New Hampshire University 401(k)

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Southern New Hampshire University ยท New Hampshire ยท Educational Services

What the 2023 filing shows

Southern New Hampshire University 401(k) holds $285M for N/A participants.

$285M
total plan assets (2024 EOY)
N/A
covered participants
$73M
reported net income
Total Assets (2023)
$285M
Participants
N/A
Industry
Educational Services

What the Filing Says About Southern New Hampshire University 401(k)

Southern New Hampshire University 401(k) is a ESOP retirement plan sponsored by Southern New Hampshire University, headquartered in New Hampshire. As of the 2024 Form 5500 filing, the plan reports $285M in total end-of-year assets and covers N/A participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 020274509, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to $285M at year-end. Net assets (after liabilities) closed the year at $285M, with reported net income of $73M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$285M
Net Assets (End of Year)$285M
Net Income$73M
Plan TypeESOP
Employer EIN020274509
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern New Hampshire University)

Year Plans Participants Total Assets
2022 1 5,881 $195M
2023 1 4,402 N/A
2024 1 N/A $285M

Nearby ESOP Plans in New Hampshire

Peer ESOP plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southern New Hampshire University 401(k)?
As of the 2024 Form 5500 filing, Southern New Hampshire University 401(k) holds $285M in total assets with N/A participants. It is sponsored by Southern New Hampshire University.
What type of plan is Southern New Hampshire University 401(k)?
Southern New Hampshire University 401(k) is a ESOP plan. It has been effective since 2024-01-01. The plan is filed with the U.S. Department of Labor under EIN 020274509.
Who sponsors the Southern New Hampshire University 401(k)?
Southern New Hampshire University 401(k) is sponsored by Southern New Hampshire University, located in New Hampshire. The sponsor's EIN is 020274509 and the plan operates in the Educational Services industry.
How did Southern New Hampshire University 401(k) perform in 2024?
Southern New Hampshire University 401(k) held $285M in total assets at the end of 2024. Net income was $73M.
Where can I find official filings for Southern New Hampshire University 401(k)?
Official Form 5500 filings for Southern New Hampshire University 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020274509 or plan name at efast.dol.gov.
How does Southern New Hampshire University 401(k) compare to other plans?
You can compare Southern New Hampshire University 401(k) against other ESOP plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 020274509.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.