Other · DOL Form 5500 · 2022
Wilkes University Retirement Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 571
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $247,989
- Avg per participant Above avg balance/head
Official DOL plan name: Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University · Sponsored by Wilkes University · Pennsylvania · Educational Services
$142M in assets, 571 participants
Wilkes University's Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University reported $142M in total assets and 571 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.
- #3,624 in Educational Services (4,024 peers)
Where Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits by assets
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits in the top 10% of all filed plans by assets, $142M for 571 participants (~$247,989/participant), down 13.2% in 2022.
- #3,624
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University's outsized position by total assets
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$141,601,542 Top 6% higher than 94% 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
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University 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 Retirement Plan for Faculty and Administrators of Wilkes University sits mid-pack in the medium band (571 participants).
Plan-year Form 5500 strip
Filing strip 240795506 · Wilkes University PY 2022 · Other
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University · $142M · 571 · 94th
- BOY $142M
- SCH 571
- EBSA 94th
- PART Other
- TYPE near Hampshire College 403(b) Retirement Plan
- NET ind #3624
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 →
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$22M |
| Employer EIN | 240795506 |
| Plan Effective Date | 1947-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilkes University)
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 |
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 Retirement Plan for Faculty and Administrators of Wilkes University's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Hampshire College 403(b) Retirement Plan in MA ($142M); by covered participants it is Brigham Young University Hawaii Tax-Deferred Annuity Plan in HI (571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Hampshire College 403(b) Retirement Plan (MA) $142M · 256
- Lawrenceville School Defined Contribution Retirement Plan (NJ) $142M · 462
- Bank Street College of Education Defined Contribution Plan (NY) $143M · 528
- Berea College Retirement Plan (KY) $140M · 747
Similar participant headcount
Nearest other-state filings by covered participants (571 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.