Other · DOL Form 5500 · 2022
Swarthmore College Retirement Plan
Data updated 2026-08-11
- $385M
- Total assets
- 1,077
- Participants
- 97th
- Percentile by assets
- $357,575
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $385M
- total plan assets (2022 EOY)
- 1,077
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $357,575
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Swarthmore College Regular Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Swarthmore College Regular Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Swarthmore College Regular Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Swarthmore College Regular Retirement Plan assets move in 2022? ▼
How have Swarthmore College plan assets changed over time? ▼
Where does Swarthmore College Regular Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Swarthmore College Regular Retirement Pl…
Scale reading
Ways to act on Swarthmore College Regular Retirement Plan's numbers.
- By total assets, Swarthmore College Regular Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Swarthmore College's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Educational Services plans