UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN

Plan Contact

  • Address: 3800 MONTROSE BLVD,HOUSTON,TX
  • Contact person: GITA BOLT
  • Phone: (346) 362-0824

Plan General Information

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is $57,477,797.00.This plan was established in 1998.

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is 1091

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is $52,683.00

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is $1,584.00.

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is approximately $1,204.00
Investing in this additonal $1,204.00 for 20 years would give you extra $77,082.00, assuming a 10% annual return.

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2022, UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN allocates $1,314,019.00 to match its employees' contributions, providing an employer match rate of 59.83% of their contributions

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is -17.37%.

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is -12.85%. This measures the effectiveness of the plan participants' investments in the year.

UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN is 0.32%.

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