Other · DOL Form 5500 · 2022
Eastern University Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 501
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $141,174
- Avg per participant Near avg balance/head
Official DOL plan name: Eastern University Defined Contribution Retirement Plan · Sponsored by Eastern University · Pennsylvania · Educational Services
$71M in assets, 501 participants
Eastern University's Eastern University Defined Contribution Retirement Plan reported $71M in total assets and 501 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.
- #3,329 in Educational Services (4,024 peers)
Where Eastern University Defined Contribution Retirement Plan sits by assets
Eastern University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $71M for 501 participants (~$141,174/participant), down 13.4% in 2022.
- #3,329
- in Educational Services (4,024 peers)
- -13.4%
- 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.
Eastern University Defined Contribution Retirement Plan's outsized position by total assets
Eastern University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,728,359 Top 9% higher than 91% 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
Eastern 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. Eastern University Defined Contribution Retirement Plan sits mid-pack in the medium band (501 participants).
Plan-year Form 5500 strip
Filing strip 231409675 · Eastern University PY 2022 · Other
Eastern University Defined Contribution Retirement Plan · $71M · 501 · 91st
- EOY $71M
- 5500 501
- ASSETS 91st
- PCT Other
- EIN near University School of Milwaukee Defined Contribution Retirement Plan
- RANK ind #3329
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 →
Eastern University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | -$11M |
| Employer EIN | 231409675 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eastern University)
Sponsor-wide plan assets over time
All Eastern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 22.459792966495943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $71M |
| 2023 | 1 | 557 | $79M |
| 2024 | 1 | 601 | $87M |
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
Eastern University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is University School of Milwaukee Defined Contribution Retirement Plan in WI ($71M); by covered participants it is Linfield University Defined Contribution Retirement Plan in OR (501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (501 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.