Other · DOL Form 5500 · 2022

Widener University Retirement Plan

Data updated 2026-08-25

$373M
Total assets Above avg plan size
884
Participants Near avg headcount
97th
Percentile by assets National rank
$421,677
Avg per participant High balance/head
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Official DOL plan name: Widener University Defined Contribution Retirement Plan · Sponsored by Widener University · Pennsylvania · Educational Services

$373M in assets, 884 participants

Widener University's Widener University Defined Contribution Retirement Plan reported $373M in total assets and 884 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,863 in Educational Services (4,024 peers)

Where Widener University Defined Contribution Retirement Plan sits by assets

Widener University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $373M for 884 participants (~$421,677/participant), down 14.6% in 2022.

#3,863
in Educational Services (4,024 peers)
-14.6%
assets change YoY
3.7×
vs typical plan assets (national mean)

The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Widener University Defined Contribution Retirement Plan's outsized position by total assets

Widener University Defined Contribution Retirement Plan vs every filed plan by assets

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

$372,762,878 Top 3% higher than 97% 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

Widener University Defined Contribution 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. Widener University Defined Contribution Retirement Plan sits mid-pack in the medium band (884 participants).

Plan-year Form 5500 strip

Filing strip 231386178 · Widener University PY 2022 · Other

Widener University Defined Contribution Retirement Plan · $373M · 884 · 97th

  • RANK $373M
  • RANK 884
  • RANK 97th
  • RANK Other
  • RANK near Noblis, Inc. Tax Sheltered Annuity Plan
  • RANK ind #3863

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 →

Widener University Defined Contribution Retirement Plan in the asset neighbourhood

Caromont Health, Inc. Retirement Savings PlanCaromont Health, Inc. Retire…$375MMidwestern University Retirement PlanMidwestern University Retire…$374MNoblis, Inc. Tax Sheltered Annuity PlanNoblis, Inc. Tax Sheltered A…$374MWidener University Defined Contribution Retirement PlanWidener University Defined C…$373MBjc 403(b) Plan$371M
End-of-year total assets ($M) among Widener University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$437M
Net Assets (End of Year)$373M
Net Income-$64M
Employer EIN231386178
Plan Effective Date1961-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Widener University)

Sponsor-wide plan assets over time

All Widener University plans reported in each filing year

Latest sponsor-wide plan assets
$425M 13.961289621763248% vs 2022
2024 filing year
$360M$380M$400M$420M$440M 202220232024 $373M $425M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 884 $373M
2023 1 832 $407M
2024 1 857 $425M

Nearby Other Plans in Pennsylvania

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

Widener University Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0246 Total assets ($B) Participants Widener University Defined Contribution Retirement Plan, Total assets ($B): 0.372762878 · Participants: 884Widener University Defined Contribution 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
Widener University Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Widener University Defined Contribution Retirement Plan side-by-side with 3 peers →

Widener University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Noblis, Inc. Tax Sheltered Annuity Plan in VA ($374M); by covered participants it is University of Massachusetts Global 403(b) Defined Contribution Retirement Plan in CA (884 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($373M here).

Similar participant headcount

Nearest other-state filings by covered participants (884 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 Widener University Defined Contribution Retirement Plan assets move in 2022? ▼
Widener University Defined Contribution Retirement Plan pulled back noticeably - down 14.6% during 2022, from $437M to $373M. Reported net income was -$64M.
How have Widener University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Widener University's sponsor-wide assets grew 14.0%, from $373M to $425M.
Where does Widener University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Widener University Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Widener University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Noblis, Inc. Tax Sheltered Annuity Plan in VA ($374M, 2,108 participants).
Which Other plans cover a similar participant headcount to Widener University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Massachusetts Global 403(b) Defined Contribution Retirement Plan in CA (884 participants, $33M in assets).

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 231386178.

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.