Other · DOL Form 5500 · 2022

The American College Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
186
Participants Below avg headcount
81st
Percentile by assets National rank
$142,650
Avg per participant Near avg balance/head
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Official DOL plan name: The American College Tax Deferred Annuity Plan · Sponsored by The American College · Pennsylvania · Educational Services

$27M in assets, 186 participants

The American College's The American College Tax Deferred Annuity Plan reported $27M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,677 in Educational Services (4,024 peers)

Coverage in Pennsylvania

The American College Tax Deferred Annuity Plan covers 186 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#2,677
in Educational Services (4,024 peers)
-21.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The American College Tax Deferred Annuity Plan's outsized position by total assets

The American College Tax Deferred Annuity Plan vs every filed plan by assets

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

$26,532,834 Top 19% higher than 81% 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

The American College Tax Deferred Annuity 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. The American College Tax Deferred Annuity Plan sits mid-pack in the medium band (186 participants).

Form 5500 schedule snapshot

Filing strip 231352008 · The American College PY 2022 · Other

The American College Tax Deferred Annuity Plan · $27M · 186 · 81st

  • SCH $27M
  • SCH 186
  • SCH 81st
  • SCH Other
  • SCH near Belmont Abbey College Retirement Plan
  • SCH ind #2677

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 →

The American College Tax Deferred Annuity Plan in the asset neighbourhood

Memorial Health Care Systems Tax Deferred Annuity PlanMemorial Health Care Systems…$27MThe American College Tax Deferred Annuity PlanThe American College Tax Def…$27MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$27MBerry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$27MSaint Therese and Affiliates Employee Benefit 403(b) Retirement PlanSaint Therese and Affiliates…$27M
End-of-year total assets ($M) among The American College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN231352008
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The American College)

Sponsor-wide plan assets over time

All The American College plans reported in each filing year

Latest sponsor-wide plan assets
$47M 22.755783537597164% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.4M $47.1M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 198 $38M
2023 2 216 $43M
2024 2 207 $47M

Nearby Other Plans in Pennsylvania

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

The American College Tax Deferred Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants The American College Tax Deferred Annuity Plan, Total assets ($B): 0.026532834 · Participants: 186The American College Tax Deferred Annuity 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
The American College Tax Deferred Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The American College Tax Deferred Annuity Plan side-by-side with 3 peers →

The American College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Belmont Abbey College Retirement Plan in NC ($27M); by covered participants it is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 The American College Tax Deferred Annuity Plan assets move in 2022? ▼
The American College Tax Deferred Annuity Plan declined sharply - down 21.3% during 2022, from $34M to $27M. Reported net income was -$7M.
How have The American College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The American College's sponsor-wide assets grew 22.8%, from $38M to $47M.
Where does The American College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The American College Tax Deferred Annuity Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The American College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Belmont Abbey College Retirement Plan in NC ($27M, 267 participants).
Which Other plans cover a similar participant headcount to The American College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants, $20M 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 231352008.

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.