Other · DOL Form 5500 · 2024
Saint Joseph's University Retirement Plan
Data updated 2026-08-25
- $553M
- Total assets Above avg plan size
- 2,028
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $272,921
- Avg per participant High balance/head
Official DOL plan name: Saint Joseph's University Retirement Plan · Sponsored by Saint Joseph's University · Pennsylvania · Educational Services
$553M in assets, 2,028 participants
Saint Joseph's University's Saint Joseph's University Retirement Plan reported $553M in total assets and 2,028 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,501 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Saint Joseph's University Retirement Plan covers 2,028 participants in Pennsylvania, 2.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $553M.
- #3,501
- in Educational Services (3,638 peers)
- +8.3%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Saint Joseph's University Retirement Plan's outsized position by total assets
Saint Joseph's University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$553,483,515 Top 3% higher than 97% 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
Saint Joseph's University Retirement 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. Saint Joseph's University Retirement Plan lands in the large band (2,028 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Joseph's University Retirement Plan reported participants fell from 2,715 in the plan year 2023 filing to 2,028 in the plan year 2024 filing.
- Saint Joseph's University Retirement Plan reported net income fell from $51M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Saint Joseph's University Retirement Plan end-of-year assets rose from $511M in the plan year 2023 filing to $553M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231352674 · Saint Joseph's University PY 2024 · Other
Saint Joseph's University Retirement Plan · $553M · 2,028 · 97th
- 5500 $553M
- 5500 2,028
- 5500 97th
- 5500 Other
- 5500 near Pediatric Faculty Foundation Defined Contribution Plan
- 5500 ind #3501
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 Pennsylvania →
Saint Joseph's University Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $511M |
|---|---|
| Net Assets (End of Year) | $553M |
| Net Income | $43M |
| Employer EIN | 231352674 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Joseph's University)
Sponsor-wide plan assets over time
All Saint Joseph's University plans reported in each filing year
- Latest sponsor-wide plan assets
- $553M 20.244778865622678% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,238 | $460M |
| 2023 | 1 | 2,715 | $511M |
| 2024 | 1 | 2,028 | $553M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Saint Joseph's University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Pediatric Faculty Foundation Defined Contribution Plan in IL ($553M); by covered participants it is Electrical Workers Defined Contribution Plan for Northern Nevada in NV (2,029 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($553M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,028 participants); asset peers above are excluded.
- Electrical Workers Defined Contribution Plan for Northern Nevada (NV) 2,029 · 1 off
- St. Francis Health Services of Morris Tax Deferred Annuity Plan (MN) 2,027 · 1 off
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) 2,023 · 5 off
- Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan (WI) 2,034 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.