Other · DOL Form 5500 · 2023

Saint Elizabeth University Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
334
Participants Below avg headcount
78th
Percentile by assets National rank
$85,499
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Elizabeth University Defined Contribution Plan · Sponsored by Saint Elizabeth University · New Jersey · Educational Services

$29M in assets, 334 participants

Saint Elizabeth University's Saint Elizabeth University Defined Contribution Plan reported $29M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,355 in Educational Services (3,735 peers)

Coverage in New Jersey

Saint Elizabeth University Defined Contribution Plan covers 334 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $29M.

#2,355
in Educational Services (3,735 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Saint Elizabeth University Defined Contribution Plan's outsized position by total assets

Saint Elizabeth University Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$28,556,721 Top 22% higher than 78% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Saint Elizabeth University Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Elizabeth University Defined Contribution Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Elizabeth University Defined Contribution Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Saint Elizabeth University Defined Contribution Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221529785 · Saint Elizabeth University PY 2023 · Other

Saint Elizabeth University Defined Contribution Plan · $29M · 334 · 78th

  • SCH $29M
  • EBSA 334
  • PART 78th
  • TYPE Other
  • NET near Renbrook School 403(b) Retirement Plan
  • BOOK ind #2355

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 Jersey →

Saint Elizabeth University Defined Contribution Plan in the asset neighbourhood

Siskin Hospital for Physical Rehabilitation Retirement Savings PlanSiskin Hospital for Physical…$29MThe Asheville School Retirement PlanThe Asheville School Retirem…$29MKansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity PlanKansas City Art Institute De…$29MSaint Elizabeth University Defined Contribution PlanSaint Elizabeth University D…$29MRenbrook School 403(b) Retirement PlanRenbrook School 403(b) Retir…$29M
End-of-year total assets ($M) among Saint Elizabeth University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN221529785
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Elizabeth University)

Sponsor-wide plan assets over time

All Saint Elizabeth University plans reported in each filing year

Latest sponsor-wide plan assets
$25M 4.435132159384635% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.8M $24.6M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 335 $26M
2023 1 334 $29M
2024 1 234 $25M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Saint Elizabeth University Defined Contribution Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Saint Elizabeth University Defined Contribution Plan, Total assets ($B): 0.028556721 · Participants: 334Saint Elizabeth University Defined Contribution PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Saint Elizabeth University Defined Contribution Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Saint Elizabeth University Defined Contribution Plan side-by-side with 3 peers →

Saint Elizabeth University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Renbrook School 403(b) Retirement Plan in CT ($29M); by covered participants it is Sheet Metal Workers Local No.83 Annuity Fund in NY (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saint Elizabeth University Defined Contribution Plan assets move in 2023? ▼
Saint Elizabeth University Defined Contribution Plan grew at a solid clip - up 10.7% during 2023, from $26M to $29M. Reported net income was $3M.
How have Saint Elizabeth University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Elizabeth University's sponsor-wide assets declined 4.4%, from $26M to $25M.
Where does Saint Elizabeth University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Saint Elizabeth University Defined Contribution Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Saint Elizabeth University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Renbrook School 403(b) Retirement Plan in CT ($29M, 91 participants).
Which Other plans cover a similar participant headcount to Saint Elizabeth University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Sheet Metal Workers Local No.83 Annuity Fund in NY (334 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221529785.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.