Other · DOL Form 5500 · 2022
Immaculata University Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 366
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $97,450
- Avg per participant Below avg balance/head
Official DOL plan name: Immaculata University DC Retirement Plan · Sponsored by Immaculata University · Pennsylvania · Educational Services
$36M in assets, 366 participants
Immaculata University's Immaculata University DC Retirement Plan reported $36M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,890 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Immaculata University DC Retirement Plan covers 366 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $36M.
- #2,890
- in Educational Services (4,024 peers)
- -17.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Immaculata University DC Retirement Plan's outsized position by total assets
Immaculata University DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,666,554 Top 15% higher than 85% 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
Immaculata University DC 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. Immaculata University DC Retirement Plan sits mid-pack in the medium band (366 participants).
Published 5500 schedule card
Filing strip 231352648 · Immaculata University PY 2022 · Other
Immaculata University DC Retirement Plan · $36M · 366 · 85th
- PART $36M
- TYPE 366
- NET 85th
- BOOK Other
- VS-ST near Oaks Integrated Care, Inc. 403(b) Plan
- BOY ind #2890
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 →
Immaculata University DC Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$8M |
| Employer EIN | 231352648 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Immaculata University)
Sponsor-wide plan assets over time
All Immaculata University plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 17.529697430259173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $36M |
| 2023 | 1 | 357 | $40M |
| 2024 | 1 | 351 | $42M |
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
Immaculata University DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Oaks Integrated Care, Inc. 403(b) Plan in NJ ($36M); by covered participants it is The Lakes Community Health Center, Inc. 403(b) Plan in WI (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Oaks Integrated Care, Inc. 403(b) Plan (NJ) $36M · 132
- Veterans Medical Research Foundation Retirement Plan (CA) $36M · 102
- Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan (IL) $36M · 1,326
- Compass Health Retirement Plan (WA) $36M · 639
Similar participant headcount
Nearest other-state filings by covered participants (366 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.