Defined Benefit (Pension) · DOL Form 5500 · 2024
Samford University Pension Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 327
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $520,570
- Avg per participant High balance/head
Official DOL plan name: Samford University Pension Plan · Sponsored by Samford University · Alabama · Educational Services
$170M in assets, 327 participants
Samford University's Samford University Pension Plan reported $170M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,237 in Educational Services (3,638 peers)
Where Samford University Pension Plan sits by assets
Samford University Pension Plan sits in the top 10% of all filed plans by assets, $170M for 327 participants (~$520,570/participant), down 5.9% in 2024.
- #3,237
- in Educational Services (3,638 peers)
- -5.9%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Samford University Pension Plan's outsized position by total assets
Samford University Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$170,226,391 Top 6% higher than 94% 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 Pension Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samford University Pension Plan sits mid-pack in the medium band (327 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Samford University Pension Plan reported net income fell from $479K in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Samford University Pension Plan reported participants fell from 370 in the plan year 2023 filing to 327 in the plan year 2024 filing.
- Samford University Pension Plan end-of-year assets fell from $181M in the plan year 2023 filing to $170M in the plan year 2024 filing.
DOL schedule card
Filing strip 630312914 · Samford University PY 2024 · Defined Benefit (Pension)
Samford University Pension Plan · $170M · 327 · 94th
- PART $170M
- PART 327
- PART 94th
- PART Defined Benefit (Pension)
- PART near District 1199seiu - the Johns Hopkins Hospital Pension Plan
- PART ind #3237
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 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | -$11M |
| Employer EIN | 630312914 |
| Plan Effective Date | 1988-01-01 |
| 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 Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
Samford University Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is District 1199seiu - the Johns Hopkins Hospital Pension Plan in MD ($171M); by covered participants it is Iubac - Local Union Officers & Employees Pension Plan in DC (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- District 1199seiu - the Johns Hopkins Hospital Pension Plan (MD) $171M · 1,520
- Ogilvy & Mather Account Balance Defined Benefit Continuation Pension Plan (NY) $171M · 212
- Pension Fund of Wardrobe Attendants Union Local 764 (NY) $171M · 1,535
- American Commercial Barge Line LLC Pension Plan (IN) $171M · 216
Similar participant headcount
Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.
- Iubac - Local Union Officers & Employees Pension Plan (DC) 327 · 0 off
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund (OH) 327 · 0 off
- Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies (GA) 327 · 0 off
- Duquesne Light Company Defined Benefit Retirement Plan (PA) 327 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.