Other · DOL Form 5500 · 2022
Wilkes University Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 833
- Participants Near avg headcount
Official DOL plan name: Tiaa-Cref Tax Deferred Retirement Annuity Plan for All Wilkes University Personnel · Sponsored by Wilkes University · Pennsylvania · Educational Services
N/A in assets, 833 participants
Wilkes University's Tiaa-Cref Tax Deferred Retirement Annuity Plan for All Wilkes University Personnel reported N/A in total assets and 833 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Wilkes University multi-year trail
Wilkes University's plans moved +57.9% in assets from 2022 to 2024; this filing shows Tiaa-Cref Tax Deferred Retirement Annuity Plan for All Wilkes University Personnel at N/A / 833 participants.
- -$7M
- reported net income
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tiaa-Cref Tax Deferred Retirement Annuity Plan for All Wilkes University Personnel 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. Tiaa-Cref Tax Deferred Retirement Annuity Plan for All Wilkes University Personnel sits mid-pack in the medium band (833 participants).
Form 5500 schedule snapshot
Filing strip 240795506 · Wilkes University PY 2022 · Other
Tiaa-Cref Tax Deferred Retirement Annuity Plan for All Wilkes University Personnel · N/A · 833
- PHOTO N/A
- PHOTO 833
- PHOTO PY 2022
- PHOTO Other
- PHOTO near Cambridge College 403(b) Plan
- PHOTO -$7M
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 →
Wilkes University multi-year asset trail
Sponsor-wide plan assets over time
All Wilkes University plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 57.87567059121432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,404 | $142M |
| 2023 | 1 | 624 | $205M |
| 2024 | 1 | 622 | $224M |
Wilkes University filing trail (2022)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$7M |
| Employer EIN | 240795506 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
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
Tiaa-Cref Tax Deferred Retirement Annuity Plan for All Wilkes University Personnel's closest out-of-state Other peers by headcount
Outside Pennsylvania, the nearest Other by covered participants is Cambridge College 403(b) Plan in MA (832 participants; this filing: 833 participants).
Similar participant headcount
Nearest other-state filings by covered participants (833 participants); asset peers above are excluded.
- Cambridge College 403(b) Plan (MA) 832 · 1 off
- Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan (CA) 834 · 1 off
- Unity Health Care, Inc. 403(b) Plan (DC) 832 · 1 off
- Trinity University 403(b) Retirement Plan (TX) 831 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.