Other · DOL Form 5500 · 2024

Samford University Retirement Plan

Data updated 2026-08-11

$127M
Total assets: 1,431
Participants: 92nd
Percentile by assets: $88,783
Avg per participant

Official DOL plan name: Samford University 403(b) Salary Deferral and Defined Contribution Plan · Sponsored by Samford University · Alabama · Educational Services

$127M in assets, 1,431 participants

Samford University's Samford University 403(b) Salary Deferral and Defined Contribution Plan reported $127M in total assets and 1,431 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)
#3,136 in Educational Services (3,638 peers)

Coverage in Alabama

Samford University 403(b) Salary Deferral and Defined Contribution Plan covers 1,431 participants in Alabama, 4.0x the typical Alabama plan (state average ~360 per filing). Assets: $127M.

$127M
total plan assets (2024 EOY): 1,431
covered participants: 92nd
percentile by assets (of 123,622 plans): $88,783
avg assets per participant

Samford University 403(b) Salary Deferral and Defined Contribution Plan end-of-year assets rose from $108M in the plan year 2023 filing to $127M in the plan year 2024 filing.
Samford University 403(b) Salary Deferral and Defined Contribution Plan reported participants fell from 1,619 in the plan year 2023 filing to 1,431 in the plan year 2024 filing.
Samford University 403(b) Salary Deferral and Defined Contribution Plan reported net income rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Alabama

Industry

Educational Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Samford University 403(b) Salary Deferral and Defined Contribution Plan reports 1,431 participants - 4.0x that state average ($127M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)	$108M
Net Assets (End of Year)	$127M
Net Income	$19M
Employer EIN	630312914
Plan Effective Date	1968-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Samford University)

Total plan assets by year, all Samford University plans on file

Year	Plans	Participants	Total Assets
2022	2	2,185	$271M
2023	2	1,989	$289M
2024	2	1,758	$297M

Nearby Other Plans in Alabama

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

Samford University 403(b) Salary Deferral and Defined Contribution Plan vs. nearby Other plans in Alabama, assets vs. participants

University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
Spring Hill College Retirement Plan (and Employee Voluntary Tax-Deferred Cont) $42M · 165

Compare Samford University 403(b) Salary Deferra… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Samford University 403(b) Salary Deferral and Defined Contribution Plan by total assets, not by location.

Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) $127M · 2,241
Dickinson College Defined Contribution Retirement Plan (PA) $127M · 1,147
Uva Physicians Group Voluntary Tax-Deferred Savings Plan (VA) $127M · 2,043
The Blake School Defined Contribution Plan (MN) $127M · 343

Frequently Asked Questions

How did Samford University 403(b) Salary Deferral and Defined Contribution Plan assets move in 2024? ▼

Samford University 403(b) Salary Deferral and Defined Contribution Plan grew sharply - up 17.6% during 2024, from $108M to $127M. Reported net income was $19M.

How have Samford University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Samford University's sponsor-wide assets grew 9.7%, from $271M to $297M.

Where does Samford University 403(b) Salary Deferral and Defined Contribution Plan rank by assets among Form 5500 filers? ▼

Samford University 403(b) Salary Deferral and Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to Samford University 403(b) Salary Deferral and Defined Contribution Plan? ▼

Among Other plans in other states, the closest by assets is Southeastern Regional Medical Center Tax-Deferred Savings Plan in NC ($127M, 2,241 participants).

Next read for Samford University 403(b) Salary Deferra…

Filing takeaways

Ways to act on Samford University 403(b) Salary Deferral and Defined Contribution Plan's numbers.

By total assets, Samford University 403(b) Salary Deferral and Defined Contribution 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 Alabama. Compare plans
Samford University's sponsor-wide assets have grown 9.7% since 2022 across 3 plan years on file. More Educational Services plans

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) - original filing retrieval by EIN 630312914.