Other · DOL Form 5500 · 2022
Carlow University Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 291
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $169,070
- Avg per participant Above avg balance/head
Official DOL plan name: Carlow University Defined Contribution Plan · Sponsored by Carlow University · Pennsylvania · Educational Services
$49M in assets, 291 participants
Carlow University's Carlow University Defined Contribution Plan reported $49M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #3,112 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Carlow University Defined Contribution Plan covers 291 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $49M.
- #3,112
- in Educational Services (4,024 peers)
- -17.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carlow University Defined Contribution Plan's outsized position by total assets
Carlow University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,199,358 Top 12% higher than 88% 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
Carlow University Defined Contribution 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. Carlow University Defined Contribution Plan sits mid-pack in the medium band (291 participants).
Form 5500 schedule snapshot
Filing strip 250965438 · Carlow University PY 2022 · Other
Carlow University Defined Contribution Plan · $49M · 291 · 88th
- NET $49M
- BOOK 291
- VS-ST 88th
- BOY Other
- SCH near La Jewish Home for the Aging Retirement Plan
- EBSA ind #3112
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 →
Carlow University Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$10M |
| Employer EIN | 250965438 |
| Plan Effective Date | 1956-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carlow University)
Sponsor-wide plan assets over time
All Carlow University plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 14.10185474371434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 291 | $49M |
| 2023 | 1 | 337 | $53M |
| 2024 | 1 | 362 | $56M |
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
Carlow University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is La Jewish Home for the Aging Retirement Plan in CA ($49M); by covered participants it is The Master's University and Seminary DC Retirement Plan in CA (291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- La Jewish Home for the Aging Retirement Plan (CA) $49M · 1,354
- Seti Institute 403(b) Plan (CA) $49M · 147
- Oakwood School 403(b) Retirement Plan (CA) $49M · 175
- Princeton University Press DC Retirement Plan (NJ) $49M · 133
Similar participant headcount
Nearest other-state filings by covered participants (291 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.