Other · DOL Form 5500 · 2022

Immaculata University Retirement Plan

Data updated 2026-08-11

$36M
Total assets
366
Participants
85th
Percentile by assets
$97,450
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$36M
total plan assets (2022 EOY)
366
covered participants
85th
percentile by assets (of 139,126 plans)
$97,450
avg assets per participant

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.

Where Immaculata University DC Retirement Plan sits 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

This plan $0 $2,010,000,000 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

State
Pennsylvania
Industry
Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Immaculata University DC Retirement Plan reports 366 participants - about 45% of that state average ($36M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN231352648
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Immaculata University)

$34M$36M$38M$40M$42M$44M 202220232024 $35.7M $41.9M ▲ +17.5%
Total plan assets by year, all Immaculata University plans on file
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.

Immaculata University DC Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Immaculata Universit…, Total assets ($B): 0.035666554 · Participants: 366Immaculata Universit…The University of Pe…, Total assets ($B): 5.530640141 · Participants: 13262The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 2.490968748 · Participants: 39740The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Co…
Immaculata University DC Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Immaculata University DC Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Immaculata University DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Immaculata University DC Retirement Plan assets move in 2022? ▼
Immaculata University DC Retirement Plan declined sharply - down 17.4% during 2022, from $43M to $36M. Reported net income was -$8M.
How have Immaculata University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Immaculata University's sponsor-wide assets grew 17.5%, from $36M to $42M.
Where does Immaculata University DC Retirement Plan rank by assets among Form 5500 filers? ▼
Immaculata University DC Retirement Plan ranks in the 85th 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 Immaculata University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oaks Integrated Care, Inc. 403(b) Plan in NJ ($36M, 132 participants).

Next read for Immaculata University DC Retirement Plan

Filing takeaways

Ways to act on Immaculata University DC Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352648.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.