Other · DOL Form 5500 · 2022
Neumann University Retirement Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 416
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $130,146
- Avg per participant Near avg balance/head
Official DOL plan name: Neumann University Defined Contribution Retirement Plan · Sponsored by Neumann University · Pennsylvania · Educational Services
$54M in assets, 416 participants
Neumann University's Neumann University Defined Contribution Retirement Plan reported $54M in total assets and 416 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,182 in Educational Services (4,024 peers)
Where Neumann University Defined Contribution Retirement Plan sits by assets
Neumann University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 416 participants (~$130,146/participant), down 9.4% in 2022.
- #3,182
- in Educational Services (4,024 peers)
- -9.4%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Neumann University Defined Contribution Retirement Plan's outsized position by total assets
Neumann University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$54,140,667 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Neumann University Defined Contribution Retirement Plan 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. Neumann University Defined Contribution Retirement Plan sits mid-pack in the medium band (416 participants).
Form 5500 schedule snapshot
Filing strip 231657958 · Neumann University PY 2022 · Other
Neumann University Defined Contribution Retirement Plan · $54M · 416 · 89th
- EBSA $54M
- EBSA 416
- EBSA 89th
- EBSA Other
- EBSA near Trinity Episcopal School Corporation Tax Deferred Annuity Plan
- EBSA ind #3182
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 →
Neumann University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | -$6M |
| Employer EIN | 231657958 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neumann University)
Sponsor-wide plan assets over time
All Neumann University plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 17.099902001576744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 416 | $54M |
| 2023 | 1 | 438 | $59M |
| 2024 | 1 | 442 | $63M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Neumann University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Trinity Episcopal School Corporation Tax Deferred Annuity Plan in NY ($54M); by covered participants it is Meredith College Retirement Plan in NC (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (416 participants); asset peers above are excluded.
- Meredith College Retirement Plan (NC) 416 · 0 off
- Finger Lakes Area Counseling and Recovery Agency 403(b) Plan (NY) 416 · 0 off
- Angel View, Inc. 403(b) Plan (CA) 416 · 0 off
- Edward M. Kennedy Community Health Center, Inc. 403(b) Plan (MA) 416 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.