Other · DOL Form 5500 · 2024
Sacred Heart University Incorporated Retirement Plan
Data updated 2026-08-11
- $308M
- Total assets
- 3,975
- Participants
- 96th
- Percentile by assets
- $77,369
- Avg per participant
Official DOL plan name: Sacred Heart University Defined Contribution Plan · Sponsored by Sacred Heart University Incorporated · Connecticut · Educational Services
$308M in assets, 3,975 participants
Sacred Heart University Incorporated's Sacred Heart University Defined Contribution Plan reported $308M in total assets and 3,975 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #3,394 in Educational Services (3,638 peers)
Coverage in Connecticut
Sacred Heart University Defined Contribution Plan covers 3,975 participants in Connecticut, 5.5x the typical Connecticut plan (state average ~718 per filing). Assets: $308M.
- $308M
- total plan assets (2024 EOY)
- 3,975
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $77,369
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sacred Heart University Defined Contribution Plan reported participants rose from 1,276 in the plan year 2023 filing to 3,975 in the plan year 2024 filing.
- Sacred Heart University Defined Contribution Plan end-of-year assets rose from $272M in the plan year 2023 filing to $308M in the plan year 2024 filing.
- Sacred Heart University Defined Contribution Plan reported net income fell from $39M in the plan year 2023 filing to $36M in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Sacred Heart University Defined Contribution Plan reports 3,975 participants - 5.5x that state average ($308M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $272M |
|---|---|
| Net Assets (End of Year) | $308M |
| Net Income | $36M |
| Employer EIN | 060776644 |
| Plan Effective Date | 1963-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sacred Heart University Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,239 | $233M |
| 2023 | 1 | 1,276 | $272M |
| 2024 | 1 | 3,975 | $308M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
Sacred Heart University Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sacred Heart University Defined Contribution Plan by total assets, not by location.
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) $308M · 1,234
- Tufts Medical Center Physicians Organization, Inc. 403(b) Retirement Plan (MA) $305M · 751
- The University of Chicago Medical Center Contributory Retirement Plan (IL) $310M · 1,585
- Denison University Retirement Plan (OH) $310M · 1,126
Frequently Asked Questions
How did Sacred Heart University Defined Contribution Plan assets move in 2024? ▼
How have Sacred Heart University Incorporated plan assets changed over time? ▼
Where does Sacred Heart University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Sacred Heart University Defined Contribution Plan's numbers.
- By total assets, Sacred Heart University Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Sacred Heart University Incorporated's sponsor-wide assets have grown 32.0% since 2022 across 3 plan years on file. More Educational Services plans