Other · DOL Form 5500 · 2022

Lycoming College Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
328
Participants Below avg headcount
91st
Percentile by assets National rank
$211,844
Avg per participant Above avg balance/head
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Official DOL plan name: Lycoming College Retirement Plan · Sponsored by Lycoming College · Pennsylvania · Educational Services

$69M in assets, 328 participants

Lycoming College's Lycoming College Retirement Plan reported $69M in total assets and 328 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,318 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Lycoming College Retirement Plan covers 328 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $69M.

#3,318
in Educational Services (4,024 peers)
-13.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lycoming College Retirement Plan's outsized position by total assets

Lycoming College Retirement Plan vs every filed plan by assets

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

$69,484,890 Top 9% higher than 91% 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

Lycoming College 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. Lycoming College Retirement Plan sits mid-pack in the medium band (328 participants).

Form 5500 schedule snapshot

Filing strip 240795965 · Lycoming College PY 2022 · Other

Lycoming College Retirement Plan · $69M · 328 · 91st

  • IND $69M
  • IND 328
  • IND 91st
  • IND Other
  • IND near Bancroft Defined Contribution Retirement Plan
  • IND ind #3318

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 →

Lycoming College Retirement Plan in the asset neighbourhood

Bancroft Defined Contribution Retirement PlanBancroft Defined Contributio…$70MLycoming College Retirement PlanLycoming College Retirement …$69MDrake University Voluntary Tax-Deferred Annuity Retirement PlanDrake University Voluntary T…$69MAscension Healthcare Legacy ERISA 403(b) PlanAscension Healthcare Legacy …$69MPeddie School 403(b) Tda & DC PlanPeddie School 403(b) Tda & D…$69M
End-of-year total assets ($M) among Lycoming College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$69M
Net Income-$11M
Employer EIN240795965
Plan Effective Date1941-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lycoming College)

Sponsor-wide plan assets over time

All Lycoming College plans reported in each filing year

Latest sponsor-wide plan assets
$98M 40.46495864064835% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $69.5M $97.6M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 328 $69M
2023 1 332 $76M
2024 1 339 $98M

Nearby Other Plans in Pennsylvania

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

Lycoming College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Lycoming College Retirement Plan, Total assets ($B): 0.06948489 · Participants: 328Lycoming College 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
Lycoming College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Lycoming College Retirement Plan side-by-side with 3 peers →

Lycoming College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Bancroft Defined Contribution Retirement Plan in NJ ($70M); by covered participants it is Ashe Memorial Hospital 403(b) Plan in NC (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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.

Frequently Asked Questions

How did Lycoming College Retirement Plan assets move in 2022? ▼
Lycoming College Retirement Plan pulled back noticeably - down 13.5% during 2022, from $80M to $69M. Reported net income was -$11M.
How have Lycoming College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lycoming College's sponsor-wide assets grew 40.5%, from $69M to $98M.
Where does Lycoming College Retirement Plan rank by assets among Form 5500 filers? ▼
Lycoming College Retirement Plan ranks in the 91st 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 Lycoming College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bancroft Defined Contribution Retirement Plan in NJ ($70M, 2,522 participants).
Which Other plans cover a similar participant headcount to Lycoming College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ashe Memorial Hospital 403(b) Plan in NC (328 participants, $10M 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 240795965.

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.