Other · DOL Form 5500 · 2022

Ursinus College Retirement Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
437
Participants Below avg headcount
94th
Percentile by assets National rank
$279,260
Avg per participant High balance/head
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Official DOL plan name: Ursinus College Defined Contribution Retirement Plan · Sponsored by Ursinus College · Pennsylvania · Educational Services

$122M in assets, 437 participants

Ursinus College's Ursinus College Defined Contribution Retirement Plan reported $122M in total assets and 437 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.

  • #3,580 in Educational Services (4,024 peers)

Where Ursinus College Defined Contribution Retirement Plan sits by assets

Ursinus College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $122M for 437 participants (~$279,260/participant), down 11.1% in 2022.

#3,580
in Educational Services (4,024 peers)
-11.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ursinus College Defined Contribution Retirement Plan's outsized position by total assets

Ursinus College Defined Contribution Retirement Plan vs every filed plan by assets

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

$122,036,681 Top 6% higher than 94% 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

Ursinus College 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. Ursinus College Defined Contribution Retirement Plan sits mid-pack in the medium band (437 participants).

Plan-year Form 5500 strip

Filing strip 231177930 · Ursinus College PY 2022 · Other

Ursinus College Defined Contribution Retirement Plan · $122M · 437 · 94th

  • PHOTO $122M
  • PHOTO 437
  • PHOTO 94th
  • PHOTO Other
  • PHOTO near Wagner College Defined Contribution Retirement Plan
  • PHOTO ind #3580

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 →

Ursinus College Defined Contribution Retirement Plan in the asset neighbourhood

Froedtert Health, Inc 401(a) Retirement PlanFroedtert Health, Inc 401(a)…$123MHebrew Seniorlife Employee Savings PlanHebrew Seniorlife Employee S…$122MNorc, Inc. Supplemental Retirement PlanNorc, Inc. Supplemental Reti…$122MWagner College Defined Contribution Retirement PlanWagner College Defined Contr…$122MUrsinus College Defined Contribution Retirement PlanUrsinus College Defined Cont…$122M
End-of-year total assets ($M) among Ursinus College 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)$137M
Net Assets (End of Year)$122M
Net Income-$15M
Employer EIN231177930
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ursinus College)

Sponsor-wide plan assets over time

All Ursinus College plans reported in each filing year

Latest sponsor-wide plan assets
$148M 21.10710467453634% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $122M $148M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 437 $122M
2023 1 447 $139M
2024 1 440 $148M

Nearby Other Plans in Pennsylvania

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

Ursinus College Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Ursinus College Defined Contribution Retirement Plan, Total assets ($B): 0.122036681 · Participants: 437Ursinus College 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
Ursinus College Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Ursinus College Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is Wagner College Defined Contribution Retirement Plan in NY ($122M); by covered participants it is Uc Health 403(b) Retirement Savings Plan in OH (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

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 Ursinus College Defined Contribution Retirement Plan assets move in 2022? ▼
Ursinus College Defined Contribution Retirement Plan pulled back noticeably - down 11.1% during 2022, from $137M to $122M. Reported net income was -$15M.
How have Ursinus College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ursinus College's sponsor-wide assets grew 21.1%, from $122M to $148M.
Where does Ursinus College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Ursinus College Defined Contribution Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ursinus College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wagner College Defined Contribution Retirement Plan in NY ($122M, 378 participants).
Which Other plans cover a similar participant headcount to Ursinus College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Uc Health 403(b) Retirement Savings Plan in OH (437 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 231177930.

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.