Other · DOL Form 5500 · 2022
Moravian Academy Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 162
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $190,079
- Avg per participant Above avg balance/head
Official DOL plan name: Moravian Academy 403(b) DC Plan · Sponsored by Moravian Academy · Pennsylvania · Educational Services
$31M in assets, 162 participants
Moravian Academy's Moravian Academy 403(b) DC Plan reported $31M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,783 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Moravian Academy 403(b) DC Plan covers 162 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.
- #2,783
- in Educational Services (4,024 peers)
- -13.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Moravian Academy 403(b) DC Plan's outsized position by total assets
Moravian Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,792,804 Top 17% higher than 83% 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
Moravian Academy 403(b) DC 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. Moravian Academy 403(b) DC Plan sits mid-pack in the medium band (162 participants).
Plan-year Form 5500 strip
Filing strip 240829838 · Moravian Academy PY 2022 · Other
Moravian Academy 403(b) DC Plan · $31M · 162 · 83rd
- RANK $31M
- PHOTO 162
- IND 83rd
- EOY Other
- 5500 near International Justice Mission 403(b)(7) Plan
- ASSETS ind #2783
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 →
Moravian Academy 403(b) DC Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$5M |
| Employer EIN | 240829838 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moravian Academy)
Sponsor-wide plan assets over time
All Moravian Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 50.23541539120634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $31M |
| 2023 | 1 | 188 | $43M |
| 2024 | 1 | 230 | $46M |
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
Moravian Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is International Justice Mission 403(b)(7) Plan in VA ($31M); by covered participants it is Bethel College DC Plan in KS (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Bethel College DC Plan (KS) 162 · 0 off
- Girl Scouts of San Jacinto Council 401(k) Profit Sharing Plan (TX) 162 · 0 off
- Agnes Scott College Tax-Deferred Annuity Plan (GA) 162 · 0 off
- Children's Therapy Center 403(b) Plan (WA) 162 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.