Sacred Heart University
Plan context: 403B Retirement Plan for Sacred Heart University Employees
EIN 06-0776644 • Fairfield, CT • 101 filings • 28 plans
Current Snapshot
Latest Year
2024
2024 Participants
4,574
2024 Assets
$307,541,311
2024 Contributions
$17,722,228
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 4,574 | $307,541,311 | $17,722,228 | $3,875iApproximate average salary by contribution assumption: employee only about $96,864 at 4% or $64,576 at 6%; with 50% employer match about $64,576 at 4% or $43,051 at 6%; with 100% employer match about $48,432 at 4% or $32,288 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 4,574 | $307,541,311 | $17,722,228 | $3,875iApproximate average salary by contribution assumption: employee only about $96,864 at 4% or $64,576 at 6%; with 50% employer match about $64,576 at 4% or $43,051 at 6%; with 100% employer match about $48,432 at 4% or $32,288 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 1,166 | - | - | - |
| 2023 | 2 | 1,438 | $271,673,914 | $15,654,822 | $10,887iApproximate average salary by contribution assumption: employee only about $272,163 at 4% or $181,442 at 6%; with 50% employer match about $181,442 at 4% or $120,961 at 6%; with 100% employer match about $136,082 at 4% or $90,721 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 1,438 | $271,673,914 | $15,654,822 | $10,887iApproximate average salary by contribution assumption: employee only about $272,163 at 4% or $181,442 at 6%; with 50% employer match about $181,442 at 4% or $120,961 at 6%; with 100% employer match about $136,082 at 4% or $90,721 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 1,064 | - | - | - |
| 2022 | 2 | 1,276 | $232,959,627 | $13,155,205 | $10,310iApproximate average salary by contribution assumption: employee only about $257,743 at 4% or $171,829 at 6%; with 50% employer match about $171,829 at 4% or $114,552 at 6%; with 100% employer match about $128,872 at 4% or $85,914 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 1,276 | $232,959,627 | $13,155,205 | $10,310iApproximate average salary by contribution assumption: employee only about $257,743 at 4% or $171,829 at 6%; with 50% employer match about $171,829 at 4% or $114,552 at 6%; with 100% employer match about $128,872 at 4% or $85,914 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 1,008 | - | - | - |
| 2021 | 2 | 1,239 | $267,002,616 | $12,338,685 | $9,959iApproximate average salary by contribution assumption: employee only about $248,965 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,651 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 1,239 | $267,002,616 | $12,338,685 | $9,959iApproximate average salary by contribution assumption: employee only about $248,965 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,651 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 778 | - | - | - |
| 2020 | 2 | 1,236 | $234,641,768 | $11,805,208 | $9,551iApproximate average salary by contribution assumption: employee only about $238,778 at 4% or $159,186 at 6%; with 50% employer match about $159,186 at 4% or $106,124 at 6%; with 100% employer match about $119,389 at 4% or $79,593 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 1,236 | $234,641,768 | $11,805,208 | $9,551iApproximate average salary by contribution assumption: employee only about $238,778 at 4% or $159,186 at 6%; with 50% employer match about $159,186 at 4% or $106,124 at 6%; with 100% employer match about $119,389 at 4% or $79,593 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 719 | - | - | - |
| 2019 | 2 | 1,280 | $208,214,170 | $13,413,615 | $10,479iApproximate average salary by contribution assumption: employee only about $261,985 at 4% or $174,656 at 6%; with 50% employer match about $174,656 at 4% or $116,438 at 6%; with 100% employer match about $130,992 at 4% or $87,328 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 1,280 | $208,214,170 | $13,413,615 | $10,479iApproximate average salary by contribution assumption: employee only about $261,985 at 4% or $174,656 at 6%; with 50% employer match about $174,656 at 4% or $116,438 at 6%; with 100% employer match about $130,992 at 4% or $87,328 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 992 | - | - | - |
| 2018 | 2 | 1,257 | $176,985,554 | $11,762,190 | $9,357iApproximate average salary by contribution assumption: employee only about $233,934 at 4% or $155,956 at 6%; with 50% employer match about $155,956 at 4% or $103,971 at 6%; with 100% employer match about $116,967 at 4% or $77,978 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 1,257 | $176,985,554 | $11,762,190 | $9,357iApproximate average salary by contribution assumption: employee only about $233,934 at 4% or $155,956 at 6%; with 50% employer match about $155,956 at 4% or $103,971 at 6%; with 100% employer match about $116,967 at 4% or $77,978 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 924 | - | - | - |
| 2017 | 2 | 1,123 | $181,274,446 | $11,851,612 | $10,554iApproximate average salary by contribution assumption: employee only about $263,838 at 4% or $175,892 at 6%; with 50% employer match about $175,892 at 4% or $117,261 at 6%; with 100% employer match about $131,919 at 4% or $87,946 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 1,123 | $181,274,446 | $11,851,612 | $10,554iApproximate average salary by contribution assumption: employee only about $263,838 at 4% or $175,892 at 6%; with 50% employer match about $175,892 at 4% or $117,261 at 6%; with 100% employer match about $131,919 at 4% or $87,946 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 830 | - | - | - |
| 2016 | 2 | 887 | $154,030,788 | $10,521,793 | $11,862iApproximate average salary by contribution assumption: employee only about $296,556 at 4% or $197,704 at 6%; with 50% employer match about $197,704 at 4% or $131,802 at 6%; with 100% employer match about $148,278 at 4% or $98,852 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 887 | $154,030,788 | $10,521,793 | $11,862iApproximate average salary by contribution assumption: employee only about $296,556 at 4% or $197,704 at 6%; with 50% employer match about $197,704 at 4% or $131,802 at 6%; with 100% employer match about $148,278 at 4% or $98,852 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 828 | - | - | - |
| 2015 | 2 | 865 | $143,442,773 | $8,595,262 | $9,937iApproximate average salary by contribution assumption: employee only about $248,418 at 4% or $165,612 at 6%; with 50% employer match about $165,612 at 4% or $110,408 at 6%; with 100% employer match about $124,209 at 4% or $82,806 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 865 | $143,442,773 | $8,595,262 | $9,937iApproximate average salary by contribution assumption: employee only about $248,418 at 4% or $165,612 at 6%; with 50% employer match about $165,612 at 4% or $110,408 at 6%; with 100% employer match about $124,209 at 4% or $82,806 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 626 | - | - | - |
| 2014 | 2 | 865 | $138,930,680 | $9,553,669 | $11,045iApproximate average salary by contribution assumption: employee only about $276,118 at 4% or $184,078 at 6%; with 50% employer match about $184,078 at 4% or $122,719 at 6%; with 100% employer match about $138,059 at 4% or $92,039 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 865 | $138,930,680 | $9,553,669 | $11,045iApproximate average salary by contribution assumption: employee only about $276,118 at 4% or $184,078 at 6%; with 50% employer match about $184,078 at 4% or $122,719 at 6%; with 100% employer match about $138,059 at 4% or $92,039 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 578 | - | - | - |
| 2013 | 5 | 889 | $129,378,016 | $9,966,645 | $11,211iApproximate average salary by contribution assumption: employee only about $280,277 at 4% or $186,851 at 6%; with 50% employer match about $186,851 at 4% or $124,567 at 6%; with 100% employer match about $140,138 at 4% or $93,426 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 889 | $129,378,016 | $9,966,645 | $11,211iApproximate average salary by contribution assumption: employee only about $280,277 at 4% or $186,851 at 6%; with 50% employer match about $186,851 at 4% or $124,567 at 6%; with 100% employer match about $140,138 at 4% or $93,426 at 6%. |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 0 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 0 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 0 | - | - | - |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 160 | - | - | - |
| 2012 | 5 | 870 | $111,870,076 | $7,416,694 | $8,525iApproximate average salary by contribution assumption: employee only about $213,123 at 4% or $142,082 at 6%; with 50% employer match about $142,082 at 4% or $94,722 at 6%; with 100% employer match about $106,562 at 4% or $71,041 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 859 | $111,870,076 | $7,416,694 | $8,634iApproximate average salary by contribution assumption: employee only about $215,853 at 4% or $143,902 at 6%; with 50% employer match about $143,902 at 4% or $95,934 at 6%; with 100% employer match about $107,926 at 4% or $71,951 at 6%. |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 180 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 588 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 778 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 870 | - | - | - |
| 2011 | 5 | 820 | $101,478,660 | $6,368,146 | $7,766iApproximate average salary by contribution assumption: employee only about $194,151 at 4% or $129,434 at 6%; with 50% employer match about $129,434 at 4% or $86,289 at 6%; with 100% employer match about $97,075 at 4% or $64,717 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 820 | $101,478,660 | $6,368,146 | $7,766iApproximate average salary by contribution assumption: employee only about $194,151 at 4% or $129,434 at 6%; with 50% employer match about $129,434 at 4% or $86,289 at 6%; with 100% employer match about $97,075 at 4% or $64,717 at 6%. |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 647 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 746 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 566 | - | - | - |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 198 | - | - | - |
| 2010 | 6 | 751 | $98,399,603 | $5,778,994 | $7,695iApproximate average salary by contribution assumption: employee only about $192,377 at 4% or $128,251 at 6%; with 50% employer match about $128,251 at 4% or $85,501 at 6%; with 100% employer match about $96,188 at 4% or $64,126 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 751 | $98,399,603 | $4,533,352 | $6,036iApproximate average salary by contribution assumption: employee only about $150,911 at 4% or $100,607 at 6%; with 50% employer match about $100,607 at 4% or $67,071 at 6%; with 100% employer match about $75,455 at 4% or $50,304 at 6%. |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 705 | - | - | - |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 178 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 548 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 705 | - | - | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | $1,245,642 | - |
| 2009 | 6 | 1,371 | $88,184,304 | $5,813,552 | $4,240iApproximate average salary by contribution assumption: employee only about $106,009 at 4% or $70,673 at 6%; with 50% employer match about $70,673 at 4% or $47,115 at 6%; with 100% employer match about $53,005 at 4% or $35,336 at 6%. |
| 403B Retirement Plan for Sacred Heart University Employees | - | 682 | $72,740,000 | $4,524,373 | $6,634iApproximate average salary by contribution assumption: employee only about $165,849 at 4% or $110,566 at 6%; with 50% employer match about $110,566 at 4% or $73,711 at 6%; with 100% employer match about $82,925 at 4% or $55,283 at 6%. |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 1,371 | $15,444,304 | $1,289,179 | $940iApproximate average salary by contribution assumption: employee only about $23,508 at 4% or $15,672 at 6%; with 50% employer match about $15,672 at 4% or $10,448 at 6%; with 100% employer match about $11,754 at 4% or $7,836 at 6%. |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 686 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 536 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 639 | - | - | - |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 119 | - | - | - |
| 2008 | 6 | 728 | $0 | $0 | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 728 | - | - | - |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 129 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 574 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 628 | - | - | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| 2007 | 6 | 692 | $0 | $0 | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 692 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 566 | - | - | - |
| Sacred Heart University'S Flexible Spending Accounts Plan | - | 112 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 595 | - | - | - |
| 2006 | 5 | 652 | $0 | $0 | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 652 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 534 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 583 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| 2005 | 5 | 648 | $0 | $0 | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 648 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 547 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 544 | - | - | - |
| 2004 | 5 | 613 | $0 | $0 | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 514 | - | - | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 613 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 528 | - | - | - |
| 2003 | 5 | 590 | $0 | $0 | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 590 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 502 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 516 | - | - | - |
| 2002 | 5 | 572 | $0 | $0 | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 483 | - | - | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 502 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 572 | - | - | - |
| 2001 | 5 | 568 | $0 | $0 | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 482 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 487 | - | - | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 568 | - | - | - |
| 2000 | 5 | 584 | $0 | $0 | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 492 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 584 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 461 | - | - | - |
| 1999 | 5 | 555 | $0 | $0 | - |
| 403B Tax-Deferred Annuity Tda Plan of Sacred Heart University | - | 0 | - | - | - |
| Sacred Heart University S Group Life and Ad&D Insurance Plan | - | 555 | - | - | - |
| 403B Retirement Plan for Sacred Heart University Employees | - | 0 | - | - | - |
| Sacred Heart Universitys Group Health Insurance Benefit Plan | - | 473 | - | - | - |
| Sacred Heart University S Group Long-Term Disability Benefits Plan | - | 409 | - | - | - |