Other · DOL Form 5500 · 2022
Susquehanna University Retirement Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 502
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $263,396
- Avg per participant High balance/head
Official DOL plan name: Susquehanna University Retirement Plan · Sponsored by Susquehanna University · Pennsylvania · Educational Services
$132M in assets, 502 participants
Susquehanna University's Susquehanna University Retirement Plan reported $132M in total assets and 502 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.
- #3,605 in Educational Services (4,024 peers)
Where Susquehanna University Retirement Plan sits by assets
Susquehanna University Retirement Plan sits in the top 10% of all filed plans by assets, $132M for 502 participants (~$263,396/participant), down 15.7% in 2022.
- #3,605
- in Educational Services (4,024 peers)
- -15.7%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Susquehanna University Retirement Plan's outsized position by total assets
Susquehanna University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$132,224,828 Top 6% higher than 94% 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
Susquehanna University 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. Susquehanna University Retirement Plan sits mid-pack in the medium band (502 participants).
Plan-year Form 5500 strip
Filing strip 231353385 · Susquehanna University PY 2022 · Other
Susquehanna University Retirement Plan · $132M · 502 · 94th
- NET $132M
- BOOK 502
- VS-ST 94th
- BOY Other
- SCH near Environmental Defense Retirement Savings Plan
- EBSA ind #3605
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 →
Susquehanna University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$25M |
| Employer EIN | 231353385 |
| Plan Effective Date | 1952-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Susquehanna University)
Sponsor-wide plan assets over time
All Susquehanna University plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 19.93132258035533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 502 | $132M |
| 2023 | 1 | 506 | $146M |
| 2024 | 1 | 495 | $159M |
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
Susquehanna University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Environmental Defense Retirement Savings Plan in NY ($133M); by covered participants it is The J. David Gladstone Institutes 403(b) Tda Plan in CA (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- Environmental Defense Retirement Savings Plan (NY) $133M · 636
- Ingalls Health System Smart Money Retirement Plan (IL) $133M · 2,061
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan (HI) $132M · 900
- The Navigators Basic Retirement Plan (CO) $131M · 1,417
Similar participant headcount
Nearest other-state filings by covered participants (502 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.