Other · DOL Form 5500 · 2022
Bucknell University Retirement Plan
Data updated 2026-08-25
- $554M
- Total assets Above avg plan size
- 1,403
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $395,111
- Avg per participant High balance/head
Official DOL plan name: Bucknell University Defined Contribution Retirement Plan · Sponsored by Bucknell University · Pennsylvania · Educational Services
$554M in assets, 1,403 participants
Bucknell University's Bucknell University Defined Contribution Retirement Plan reported $554M in total assets and 1,403 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,912 in Educational Services (4,024 peers)
Where Bucknell University Defined Contribution Retirement Plan sits by assets
Bucknell University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $554M for 1,403 participants (~$395,111/participant), down 12.1% in 2022.
- #3,912
- in Educational Services (4,024 peers)
- -12.1%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bucknell University Defined Contribution Retirement Plan's outsized position by total assets
Bucknell University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$554,340,960 Top 2% higher than 98% 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
Bucknell University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bucknell University Defined Contribution Retirement Plan lands in the large band (1,403 participants).
DOL schedule card
Filing strip 240772407 · Bucknell University PY 2022 · Other
Bucknell University Defined Contribution Retirement Plan · $554M · 1,403 · 98th
- EBSA $554M
- PART 1,403
- TYPE 98th
- NET Other
- BOOK near Methodist Health System 403(b)Plan
- VS-ST ind #3912
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 →
Bucknell University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $630M |
|---|---|
| Net Assets (End of Year) | $554M |
| Net Income | -$76M |
| Employer EIN | 240772407 |
| Plan Effective Date | 1939-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bucknell University)
Sponsor-wide plan assets over time
All Bucknell University plans reported in each filing year
- Latest sponsor-wide plan assets
- $673M 21.38079242782276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,403 | $554M |
| 2023 | 1 | 1,487 | $632M |
| 2024 | 1 | 1,543 | $673M |
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
Bucknell University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Methodist Health System 403(b)Plan in TX ($554M); by covered participants it is Scan Health Plan Safe Harbor 403(b) Thrift Plan in CA (1,402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($554M here).
- Methodist Health System 403(b)Plan (TX) $554M · 9,030
- University of Richmond Defined Contribution Retirement Plan (VA) $556M · 1,837
- Worcester Polytechnic Institute Defined Contribution Plan (MA) $557M · 1,608
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) $558M · 7,809
Similar participant headcount
Nearest other-state filings by covered participants (1,403 participants); asset peers above are excluded.
- Scan Health Plan Safe Harbor 403(b) Thrift Plan (CA) 1,402 · 1 off
- Anderson Healthcare 403b Plan (IL) 1,405 · 2 off
- Easter Seals New Hampshire Section 403(b) Plan (NH) 1,400 · 3 off
- Suffolk University Employee Retirement Plan (MA) 1,406 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.