Other · DOL Form 5500 · 2022

Mount Aloysius College Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
161
Participants Small participant base
84th
Percentile by assets National rank
$215,182
Avg per participant Above avg balance/head
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Official DOL plan name: Mount Aloysius College Consolidated Retirement Pla · Sponsored by Mount Aloysius College · Pennsylvania · Educational Services

$35M in assets, 161 participants

Mount Aloysius College's Mount Aloysius College Consolidated Retirement Pla reported $35M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,863 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Mount Aloysius College Consolidated Retirement Pla covers 161 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.

#2,863
in Educational Services (4,024 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mount Aloysius College Consolidated Retirement Pla's outsized position by total assets

Mount Aloysius College Consolidated Retirement Pla vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,644,253 Top 16% higher than 84% of 139,123 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 2022

Mount Aloysius College Consolidated Retirement Pla among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Aloysius College Consolidated Retirement Pla sits mid-pack in the medium band (161 participants).

EBSA filing schedule strip

Filing strip 251114320 · Mount Aloysius College PY 2022 · Other

Mount Aloysius College Consolidated Retirement Pla · $35M · 161 · 84th

  • EIN $35M
  • RANK 161
  • PHOTO 84th
  • IND Other
  • EOY near Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat
  • 5500 ind #2863

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 Pennsylvania →

Mount Aloysius College Consolidated Retirement Pla in the asset neighbourhood

Charles Wright Academy 403(b) Retirement PlanCharles Wright Academy 403(b…$35MNational Science Teachers Association Defined Contribution PlanNational Science Teachers As…$35MTax Sheltered Annuity Savings Plan for Employees of Brattleboro RetreatTax Sheltered Annuity Saving…$35MMount Aloysius College Consolidated Retirement PlaMount Aloysius College Conso…$35MSaint Mary's Hall Defined Contribution Retirement PlanSaint Mary's Hall Defined Co…$35M
End-of-year total assets ($M) among Mount Aloysius College Consolidated Retirement Pla and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN251114320
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Aloysius College)

Sponsor-wide plan assets over time

All Mount Aloysius College plans reported in each filing year

Latest sponsor-wide plan assets
$42M 20.390937567624853% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.6M $41.7M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 161 $35M
2023 1 157 $39M
2024 1 161 $42M

Nearby Other Plans in Pennsylvania

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

Mount Aloysius College Consolidated Retirement Pla vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Mount Aloysius College Consolidated Retirement Pla, Total assets ($B): 0.034644253 · Participants: 161Mount Aloysius College Consolidated Retirement PlaThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Mount Aloysius College Consolidated Retirement Pla vs. nearby Other plans in Pennsylvania, assets vs. participants

Mount Aloysius College Consolidated Retirement Pla's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in VT ($35M); by covered participants it is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount Aloysius College Consolidated Retirement Pla assets move in 2022? ▼
Mount Aloysius College Consolidated Retirement Pla pulled back noticeably - down 11.0% during 2022, from $39M to $35M. Reported net income was -$4M.
How have Mount Aloysius College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Aloysius College's sponsor-wide assets grew 20.4%, from $35M to $42M.
Where does Mount Aloysius College Consolidated Retirement Pla rank by assets among Form 5500 filers? ▼
Mount Aloysius College Consolidated Retirement Pla ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mount Aloysius College Consolidated Retirement Pla? ▼
Among Other plans in other states, the closest by assets is Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in VT ($35M, 418 participants).
Which Other plans cover a similar participant headcount to Mount Aloysius College Consolidated Retirement Pla? ▼
Among Other plans in other states, the closest by covered participants is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants, $1M in assets).