Other · DOL Form 5500 · 2024
Samford University Retirement Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 1,431
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $88,783
- Avg per participant Below avg balance/head
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.
- #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.
- #3,136
- in Educational Services (3,638 peers)
- +17.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Samford University 403(b) Salary Deferral and Defined Contribution Plan's outsized position by total assets
Samford University 403(b) Salary Deferral and Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,048,729 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
Samford University 403(b) Salary Deferral and Defined Contribution 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. Samford University 403(b) Salary Deferral and Defined Contribution Plan lands in the large band (1,431 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 630312914 · Samford University PY 2024 · Other
Samford University 403(b) Salary Deferral and Defined Contribution Plan · $127M · 1,431 · 92nd
- BOY $127M
- BOY 1,431
- BOY 92nd
- BOY Other
- BOY near Southeastern Regional Medical Center Tax-Deferred Savings Plan
- BOY ind #3136
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 Alabama →
Samford University 403(b) Salary Deferral and Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Samford University plans reported in each filing year
- Latest sponsor-wide plan assets
- $297M 9.664961844318706% vs 2022
- 2024 filing year
| 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.
- 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
Samford University 403(b) Salary Deferral and Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Southeastern Regional Medical Center Tax-Deferred Savings Plan in NC ($127M); by covered participants it is Laborers' International Union of North America Local Union No. 616 DC Retirement Plan in NJ (1,429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,431 participants); asset peers above are excluded.
- Laborers' International Union of North America Local Union No. 616 DC Retirement Plan (NJ) 1,429 · 2 off
- Pomona College Academic Retirement Plan (CA) 1,433 · 2 off
- Mrci 403(b) Plan (MN) 1,436 · 5 off
- Regis University Defined Contribution Plan (CO) 1,426 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.