Money Purchase · DOL Form 5500 · 2022

Washington & Jefferson College Money Purchase Plan

Data updated 2026-08-11

$46M
Total assets
302
Participants
87th
Percentile by assets
$151,730
Avg per participant
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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.

  • 87th percentile by assets (of 139,126 plans)
  • #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.

$46M
total plan assets (2022 EOY)
302
covered participants
87th
percentile by assets (of 139,126 plans)
$151,730
avg assets per participant

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.

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reports 302 participants - about 37% of that state average ($46M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$46M
Net Income-$8M
Employer EIN250965601
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Washington & Jefferson College)

$90M$100M$110M$120M 202220232024 $93.8M $114M â–˛ +21.9%
Total plan assets by year, all Washington & Jefferson College plans on file
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.

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Washington & Jeffers…Central Pennsylvania…Duane Morris Retirem…IBEW Local Union 375…Milton Hershey Schoo…Dentons Cohen & Grig…
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan assets move in 2022?
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan declined sharply - down 15.0% during 2022, from $54M to $46M. Reported net income was -$8M.
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 Tiaa Cref Group Retirement Annuity Plan rank by assets among Form 5500 filers?
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan ranks in the 87th 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 Money Purchase plans are similar in size to Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan?
Among Money Purchase plans in other states, the closest by assets is Harvard Management Company Inc. Pension Plan in MA ($46M, 96 participants).

Next read for Washington & Jefferson College Tiaa Cref…

Filing takeaways

Ways to act on Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan's numbers.