Other · DOL Form 5500 · 2022
Bucknell University Retirement Plan
Data updated 2026-08-11
- $554M
- Total assets
- 1,403
- Participants
- 98th
- Percentile by assets
- $395,111
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $554M
- total plan assets (2022 EOY)
- 1,403
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $395,111
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Bucknell University Defined Contribution Retirement Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Bucknell University Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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 Bucknell University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Bucknell University Defined Contribution Retirement Plan assets move in 2022? ▼
How have Bucknell University plan assets changed over time? ▼
Where does Bucknell University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Bucknell University Defined Contribution…
Scale reading
Ways to act on Bucknell University Defined Contribution Retirement Plan's numbers.
- By total assets, Bucknell University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Bucknell University's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Educational Services plans