Other · DOL Form 5500 · 2024
Sacred Heart University Incorporated Retirement Plan
Data updated 2026-08-25
- $308M
- Total assets Above avg plan size
- 3,975
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $77,369
- Avg per participant Below avg balance/head
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.
- #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.
- #3,394
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Sacred Heart University Defined Contribution Plan's outsized position by total assets
Sacred Heart University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$307,541,311 Top 4% higher than 96% 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
Sacred Heart University 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. Sacred Heart University Defined Contribution Plan lands in the large band (3,975 participants).
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.
Published 5500 schedule card
Filing strip 060776644 · Sacred Heart University Incorporated PY 2024 · Other
Sacred Heart University Defined Contribution Plan · $308M · 3,975 · 96th
- VS-ST $308M
- VS-ST 3,975
- VS-ST 96th
- VS-ST Other
- VS-ST near The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees
- VS-ST ind #3394
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 Connecticut →
Sacred Heart University Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Sacred Heart University Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $308M 32.01485380125544% vs 2022
- 2024 filing year
| 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.
- 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
Sacred Heart University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees in NY ($308M); by covered participants it is Embry-Riddle Aeronautical University Defined Contribution Retirement Plan in FL (3,975 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($308M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,975 participants); asset peers above are excluded.
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan (FL) 3,975 · 0 off
- Argonne National Laboratory 403(b) Employee Retirement Plan (IL) 3,981 · 6 off
- Cassia 403(b) Retirement Plan (MN) 3,983 · 8 off
- Blessing Corporate Services Employees Savings Plan (IL) 3,994 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.