Other · DOL Form 5500 · 2022
The American College Retirement Plan
Data updated 2026-08-11
- $27M
- Total assets
- 186
- Participants
- 81st
- Percentile by assets
- $142,650
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $27M
- total plan assets (2022 EOY)
- 186
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $142,650
- avg assets per participant
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.
Where The American College Tax Deferred Annuity Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The American College Tax Deferred Annuity Plan reports 186 participants - about 23% of that state average ($27M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$7M |
| Employer EIN | 231352008 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The American College)
| 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 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The American College Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did The American College Tax Deferred Annuity Plan assets move in 2022? ▼
How have The American College plan assets changed over time? ▼
Where does The American College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The American College Tax Deferred Annuity Plan? ▼
Next read for The American College Tax Deferred Annuit…
Filing takeaways
Ways to act on The American College Tax Deferred Annuity Plan's numbers.
- By total assets, The American College Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- The American College's sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Educational Services plans