Other · DOL Form 5500 · 2022

Washington & Jefferson College Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
354
Participants Below avg headcount
88th
Percentile by assets National rank
$135,439
Avg per participant Near avg balance/head
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Official DOL plan name: Washington & Jefferson College Defined Contribution Plan · Sponsored by Washington & Jefferson College · Pennsylvania · Educational Services

$48M in assets, 354 participants

Washington & Jefferson College's Washington & Jefferson College Defined Contribution Plan reported $48M in total assets and 354 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,103 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Washington & Jefferson College Defined Contribution Plan covers 354 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $48M.

#3,103
in Educational Services (4,024 peers)
-11.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Washington & Jefferson College Defined Contribution Plan's outsized position by total assets

Washington & Jefferson College Defined Contribution Plan vs every filed plan by assets

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

$47,945,417 Top 12% higher than 88% 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

Washington & Jefferson College Defined Contribution 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. Washington & Jefferson College Defined Contribution Plan sits mid-pack in the medium band (354 participants).

DOL schedule card

Filing strip 250965601 · Washington & Jefferson College PY 2022 · Other

Washington & Jefferson College Defined Contribution Plan · $48M · 354 · 88th

  • PCT $48M
  • EIN 354
  • RANK 88th
  • PHOTO Other
  • IND near Riverdale Country School Tax-Deferred Annuity Plan
  • EOY ind #3103

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 →

Washington & Jefferson College Defined Contribution Plan in the asset neighbourhood

Ozarks Healthcare 403(b) Plan$48MWashington & Jefferson College Defined Contribution PlanWashington & Jefferson Colle…$48MRiverdale Country School Tax-Deferred Annuity PlanRiverdale Country School Tax…$48MThe Children's Aid Society Voluntary Retirement PlanThe Children's Aid Society V…$48MIsland Peer Review Organization, Inc. Tax Deferred Annuity PlanIsland Peer Review Organizat…$48M
End-of-year total assets ($M) among Washington & Jefferson College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$48M
Net Income-$6M
Employer EIN250965601
Plan Effective Date1947-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Washington & Jefferson College)

Sponsor-wide plan assets over time

All Washington & Jefferson College plans reported in each filing year

Latest sponsor-wide plan assets
$114M 21.893532678419668% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $93.8M $114M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 656 $94M
2023 2 582 $104M
2024 2 554 $114M

Nearby Other Plans in Pennsylvania

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

Washington & Jefferson College Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Washington & Jefferson College Defined Contribution Plan, Total assets ($B): 0.047945417 · Participants: 354Washington & Jefferson College Defined Contribution 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
Washington & Jefferson College Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Washington & Jefferson College Defined Contribution Plan side-by-side with 3 peers →

Washington & Jefferson College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Riverdale Country School Tax-Deferred Annuity Plan in NY ($48M); by covered participants it is New Hope of Indiana, Inc. 403(b) Plan in IN (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Washington & Jefferson College Defined Contribution Plan assets move in 2022? ▼
Washington & Jefferson College Defined Contribution Plan pulled back noticeably - down 11.1% during 2022, from $54M to $48M. Reported net income was -$6M.
How have Washington & Jefferson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Washington & Jefferson College's sponsor-wide assets grew 21.9%, from $94M to $114M.
Where does Washington & Jefferson College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Washington & Jefferson College Defined Contribution Plan ranks in the 88th 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 Washington & Jefferson College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Riverdale Country School Tax-Deferred Annuity Plan in NY ($48M, 402 participants).
Which Other plans cover a similar participant headcount to Washington & Jefferson College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is New Hope of Indiana, Inc. 403(b) Plan in IN (354 participants, $9M 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 250965601.

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.