Money Purchase · DOL Form 5500 · 2022
Washington & Jefferson College Money Purchase Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 302
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $151,730
- Avg per participant Above avg balance/head
Official DOL plan name: Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan · Sponsored by Washington & Jefferson College · Pennsylvania · Educational Services
$46M in assets, 302 participants
Washington & Jefferson College's Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reported $46M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #3,075 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan covers 302 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $46M.
- #3,075
- in Educational Services (4,024 peers)
- -15.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan's outsized position by total assets
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$45,822,566 Top 13% higher than 87% 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
Washington & Jefferson College Tiaa Cref Group Retirement 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. Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan sits mid-pack in the medium band (302 participants).
DOL schedule card
Filing strip 250965601 · Washington & Jefferson College PY 2022 · Money Purchase
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan · $46M · 302 · 87th
- SCH $46M
- SCH 302
- SCH 87th
- SCH Money Purchase
- SCH near Harvard Management Company Inc. Pension Plan
- SCH ind #3075
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 Tiaa Cref Group Retirement Annuity Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$8M |
| Employer EIN | 250965601 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 656 | $94M |
| 2023 | 2 | 582 | $104M |
| 2024 | 2 | 554 | $114M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Harvard Management Company Inc. Pension Plan in MA ($46M); by covered participants it is Au Medical Associates Employees' Money Purchase Pension Plan in GA (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (302 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.