Other · DOL Form 5500 · 2022

Juniata College Retirement Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
399
Participants Below avg headcount
94th
Percentile by assets National rank
$300,866
Avg per participant High balance/head
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Official DOL plan name: Juniata College Retirement Plan · Sponsored by Juniata College · Pennsylvania · Educational Services

$120M in assets, 399 participants

Juniata College's Juniata College Retirement Plan reported $120M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,577 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Juniata College Retirement Plan covers 399 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $120M.

#3,577
in Educational Services (4,024 peers)
-13.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Juniata College Retirement Plan's outsized position by total assets

Juniata College Retirement Plan vs every filed plan by assets

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

$120,045,588 Top 6% higher than 94% 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

Juniata College 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. Juniata College Retirement Plan sits mid-pack in the medium band (399 participants).

Form 5500 schedule snapshot

Filing strip 231352652 · Juniata College PY 2022 · Other

Juniata College Retirement Plan · $120M · 399 · 94th

  • RANK $120M
  • RANK 399
  • RANK 94th
  • RANK Other
  • RANK near El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan
  • RANK ind #3577

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 →

Juniata College Retirement Plan in the asset neighbourhood

Robert Wood Johnson Foundation Qualified Retirement PlanRobert Wood Johnson Foundati…$120MMemorial Health System 403(b) PlanMemorial Health System 403(b…$120MEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanEl Rio Santa Cruz Neighborho…$120MJuniata College Retirement PlanJuniata College Retirement P…$120MMarymount University Defined Contribution Retirement PlanMarymount University Defined…$120M
End-of-year total assets ($M) among Juniata College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$120M
Net Income-$19M
Employer EIN231352652
Plan Effective Date1938-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Juniata College)

Sponsor-wide plan assets over time

All Juniata College plans reported in each filing year

Latest sponsor-wide plan assets
$138M 14.993214910988648% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $120M $138M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 399 $120M
2023 1 338 $131M
2024 1 338 $138M

Nearby Other Plans in Pennsylvania

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

Juniata College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Juniata College Retirement Plan, Total assets ($B): 0.120045588 · Participants: 399Juniata College Retirement PlanThe 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
Juniata College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Juniata College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan in AZ ($120M); by covered participants it is Bayada Home Health Care 403(b) Plan in NJ (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Juniata College Retirement Plan assets move in 2022? ▼
Juniata College Retirement Plan pulled back noticeably - down 13.4% during 2022, from $139M to $120M. Reported net income was -$19M.
How have Juniata College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juniata College's sponsor-wide assets grew 15.0%, from $120M to $138M.
Where does Juniata College Retirement Plan rank by assets among Form 5500 filers? ▼
Juniata College Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Juniata College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan in AZ ($120M, 1,633 participants).
Which Other plans cover a similar participant headcount to Juniata College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bayada Home Health Care 403(b) Plan in NJ (399 participants, $13M in assets).