# Retirement Plan for Saint Peters University and St. Peters Prep School

Retirement Plan for Saint Peters University and St. Peters Prep School is a Pension Fund based in Jersey City, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Jersey City, United States
- **Region:** North America
- **Address:** Jersey City, NJ, United States
- **Founded:** 1872
- **Assets under management:** Undisclosed
- **Website:** saintpeters.edu
- **LinkedIn:** https://www.linkedin.com/company/saint-peter%27s-university

## Regulatory record

- **Reports private funds:** No

## About

The plan traces its lineage to Saint Peter's University, which received its charter in 1872 and stands as one of New Jersey's oldest institutions of higher learning. While the university and Saint Peter's Prep School have operated in various forms for over a century, the retirement plan itself functions as a separate legal arrangement established to fund defined-benefit or defined-contribution obligations for educators, administrators, and support personnel across both entities. The dual-institution design means plan assets serve two distinct workforces under a single fiduciary structure, though the specifics of the plan's investment committee and trustee appointments have not been publicly detailed. Without public AUM disclosure, the scale is opaque. The plan would participate in the investment ecosystem primarily through external manager relationships — fund commitments to established GPs across asset classes — rather than direct deal-making or co-investment programs. No specific portfolio company holdings, fund selections, or external managers have been publicly identified. Its deployment is presumed to follow standard pension portfolio construction, possibly guided by an outside investment consultant. The retirement plan's investment operation is embedded within the administrative framework of Saint Peter's University, with no separate standalone office or dedicated investment team disclosed publicly. Jersey City serves as the sole known locus of operations, where both the university campus and prep school campus operate within close proximity. No satellite offices, affiliated investment entities, or philanthropic structures distinct from the university's own development office have been identified. The plan has not been the subject of public reporting around mandate changes, CIO hires, or asset allocation shifts in recent years. What distinguishes this plan structurally is its hybrid coverage mandate — serving both a higher education institution and a secondary school under a single retirement plan umbrella. This is atypical among university pension arrangements, where retirement plans typically cover only one institution's employees. The prep school relationship may create specific actuarial and asset-liability management considerations distinct from the university's faculty cohort, though the governance mechanics of this arrangement have not been publicly aired. The plan's fiduciary posture is shaped by ERISA or parallel obligations appropriate to a private, nonprofit institutional retirement vehicle.

## Questions

### Is this a defined-benefit or defined-contribution plan?

The specific plan type has not been disclosed in publicly available filings or institutional documentation. The plan's name — 'Retirement Plan' — does not indicate whether it maintains legacy defined-benefit obligations, operates as a 403(b) defined-contribution arrangement, or includes both components. Many Jesuit-affiliated institutions have migrated toward defined-contribution structures in recent decades, though this cannot be confirmed without access to the plan's current plan documents.

### What is the relationship between the retirement plan assets and the university's endowment?

The retirement plan is a legally distinct pool of assets from Saint Peter's University's endowment. Plan assets are held in trust for the exclusive benefit of plan participants and are not available for general university operations or capital projects. The endowment follows a separate investment policy and serves different institutional purposes, primarily supporting scholarships, faculty chairs, and campus operations.

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Last updated: 2026-08-11T02:43:31.692Z

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