Other · DOL Form 5500 · 2024
St. Joseph's University, New York Retirement Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 511
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $266,558
- Avg per participant High balance/head
Official DOL plan name: St. Joseph's University 403(b) Plan · Sponsored by St. Joseph's University, New York · New York · Educational Services
$136M in assets, 511 participants
St. Joseph's University, New York's St. Joseph's University 403(b) Plan reported $136M in total assets and 511 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.
- #3,165 in Educational Services (3,638 peers)
Where St. Joseph's University 403(b) Plan sits by assets
St. Joseph's University 403(b) Plan sits in the top 10% of all filed plans by assets, $136M for 511 participants (~$266,558/participant), up 6.4% in 2024.
- #3,165
- in Educational Services (3,638 peers)
- +6.4%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
St. Joseph's University 403(b) Plan's outsized position by total assets
St. Joseph's University 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,211,011 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
St. Joseph's University 403(b) 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. St. Joseph's University 403(b) Plan sits mid-pack in the medium band (511 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Joseph's University 403(b) Plan reported net income fell from $16M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- St. Joseph's University 403(b) Plan reported participants fell from 560 in the plan year 2023 filing to 511 in the plan year 2024 filing.
- St. Joseph's University 403(b) Plan end-of-year assets rose from $128M in the plan year 2023 filing to $136M in the plan year 2024 filing.
DOL schedule card
Filing strip 111733439 · St. Joseph's University, New York PY 2024 · Other
St. Joseph's University 403(b) Plan · $136M · 511 · 92nd
- BOOK $136M
- BOOK 511
- BOOK 92nd
- BOOK Other
- BOOK near Meharry Medical College Defined Contribution Plan
- BOOK ind #3165
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 New York →
St. Joseph's University 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $128M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $8M |
| Employer EIN | 111733439 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Joseph's University, New York)
Sponsor-wide plan assets over time
All St. Joseph's University, New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 21.926432100845666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 537 | $112M |
| 2023 | 1 | 560 | $128M |
| 2024 | 1 | 511 | $136M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
St. Joseph's University 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Meharry Medical College Defined Contribution Plan in TN ($136M); by covered participants it is Brookings Savings and Retirement Plan in DC (512 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Meharry Medical College Defined Contribution Plan (TN) $136M · 1,883
- University of Saint Joseph 403(b) Retirement Plan (CT) $136M · 813
- Select Security Retirement Option of Indiana Hospital (PA) $136M · 1,461
- Lake County Plasterers & Cement Masons Retirement (IL) $137M · 1,082
Similar participant headcount
Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.
- Brookings Savings and Retirement Plan (DC) 512 · 1 off
- La Rabida Children's Hospital 403(b) Retirement Savings Plan (IL) 512 · 1 off
- Cerenity Senior Care 403(b) Plan (MN) 509 · 2 off
- Claremont Graduate University Academic Retirement Plan (CA) 513 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.