Other · DOL Form 5500 · 2022
Swarthmore College Retirement Plan
Data updated 2026-08-25
- $385M
- Total assets Above avg plan size
- 1,077
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $357,575
- Avg per participant High balance/head
Official DOL plan name: Swarthmore College Regular Retirement Plan · Sponsored by Swarthmore College · Pennsylvania · Educational Services
$385M in assets, 1,077 participants
Swarthmore College's Swarthmore College Regular Retirement Plan reported $385M in total assets and 1,077 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.
- #3,869 in Educational Services (4,024 peers)
Where Swarthmore College Regular Retirement Plan sits by assets
Swarthmore College Regular Retirement Plan sits in the top 5% of all filed plans by assets, $385M for 1,077 participants (~$357,575/participant), down 14.9% in 2022.
- #3,869
- in Educational Services (4,024 peers)
- -14.9%
- assets change YoY
- 3.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Swarthmore College Regular Retirement Plan's outsized position by total assets
Swarthmore College Regular Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$385,108,477 Top 3% higher than 97% 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
Swarthmore College Regular Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swarthmore College Regular Retirement Plan lands in the large band (1,077 participants).
EBSA filing schedule strip
Filing strip 231352683 · Swarthmore College PY 2022 · Other
Swarthmore College Regular Retirement Plan · $385M · 1,077 · 97th
- PART $385M
- PART 1,077
- PART 97th
- PART Other
- PART near Multicare Health System Retirement Account Plan
- PART ind #3869
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 →
Swarthmore College Regular Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $453M |
|---|---|
| Net Assets (End of Year) | $385M |
| Net Income | -$68M |
| Employer EIN | 231352683 |
| Plan Effective Date | 1937-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swarthmore College)
Sponsor-wide plan assets over time
All Swarthmore College plans reported in each filing year
- Latest sponsor-wide plan assets
- $462M 20.09482902138246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,077 | $385M |
| 2023 | 1 | 1,091 | $425M |
| 2024 | 1 | 1,187 | $462M |
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
Swarthmore College Regular Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Multicare Health System Retirement Account Plan in WA ($385M); by covered participants it is Palm Beach Atlantic University 403(b)(7) Plan in FL (1,078 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($385M here).
- Multicare Health System Retirement Account Plan (WA) $385M · 11,050
- College Entrance Examination Board Tax-Deferred Annuity Plan (NY) $384M · 1,442
- Babson College Retirement Plan (MA) $384M · 1,103
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) $386M · 6,309
Similar participant headcount
Nearest other-state filings by covered participants (1,077 participants); asset peers above are excluded.
- Palm Beach Atlantic University 403(b)(7) Plan (FL) 1,078 · 1 off
- Day Kimball Hospital 403(b) Plan (CT) 1,079 · 2 off
- St. Ann's Community 403(b) Retirement Plan (NY) 1,079 · 2 off
- Union Hospital 403(b) Savings Plan (OH) 1,074 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.