Other · DOL Form 5500 · 2022
Robert Morris University Retirement Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 533
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $303,132
- Avg per participant High balance/head
Official DOL plan name: Robert Morris University Defined Contribution Retirement Plan · Sponsored by Robert Morris University · Pennsylvania · Educational Services
$162M in assets, 533 participants
Robert Morris University's Robert Morris University Defined Contribution Retirement Plan reported $162M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,664 in Educational Services (4,024 peers)
Where Robert Morris University Defined Contribution Retirement Plan sits by assets
Robert Morris University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $162M for 533 participants (~$303,132/participant), down 18.5% in 2022.
- #3,664
- in Educational Services (4,024 peers)
- -18.5%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert Morris University Defined Contribution Retirement Plan's outsized position by total assets
Robert Morris University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$161,569,310 Top 5% higher than 95% 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
Robert Morris University 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. Robert Morris University Defined Contribution Retirement Plan sits mid-pack in the medium band (533 participants).
Published 5500 schedule card
Filing strip 251120678 · Robert Morris University PY 2022 · Other
Robert Morris University Defined Contribution Retirement Plan · $162M · 533 · 95th
- PCT $162M
- EIN 533
- RANK 95th
- PHOTO Other
- IND near Brooklyn Law School Defined Contribution and Tax Deferred Annuity Plan
- EOY ind #3664
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 →
Robert Morris University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $198M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | -$37M |
| Employer EIN | 251120678 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Morris University)
Sponsor-wide plan assets over time
All Robert Morris University plans reported in each filing year
- Latest sponsor-wide plan assets
- $188M 16.082117327851435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $162M |
| 2023 | 1 | 413 | $171M |
| 2024 | 1 | 416 | $188M |
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
Robert Morris University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Brooklyn Law School Defined Contribution and Tax Deferred Annuity Plan in NY ($162M); by covered participants it is Huggins Hospital Retirement Savings Plan in NH (533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
Similar participant headcount
Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.
- Huggins Hospital Retirement Savings Plan (NH) 533 · 0 off
- Wheaton College Retirement Plan (MA) 533 · 0 off
- Clarity Care, Inc Retirement Plan (WI) 533 · 0 off
- Oup USA Tax Deferred Annuity Plan (NY) 533 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.