Money Purchase
2022 plan-year Money Purchase DOL Form 5500

WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WASHINGTON & JEFFERSON COLLEGE

This Money Purchase plan holds $46M in total assets and serves 302 participants as of 2022. It is sponsored by WASHINGTON & JEFFERSON COLLEGE in Pennsylvania. The plan reported a net loss of $8M for the year.

Total Assets (2023)
$46M
Participants
302
State
Industry
Educational Services

What the Filing Says About WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN

WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN is a Money Purchase retirement plan sponsored by WASHINGTON & JEFFERSON COLLEGE, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $46M in total end-of-year assets and covers 302 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 250965601, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2022 to $46M at year-end — a decline of 15.0%. Net assets (after liabilities) closed the year at $46M, with reported net income of $-8,095,557 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$54M
Total Assets (End of Year)$46M
Net Assets (End of Year)$46M
Net Income$-8,095,557
Plan TypeMoney Purchase
Employer EIN250965601
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WASHINGTON & JEFFERSON COLLEGE)

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.

Frequently Asked Questions

How much money is in the WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN?
As of the 2022 Form 5500 filing, WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN holds $46M in total assets with 302 participants. It is sponsored by WASHINGTON & JEFFERSON COLLEGE.
What type of plan is WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN?
WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN is a Money Purchase plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 250965601.
Who sponsors the WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN?
WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN is sponsored by WASHINGTON & JEFFERSON COLLEGE, located in Pennsylvania. The sponsor's EIN is 250965601 and the plan operates in the Educational Services industry.
How did WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN perform in 2022?
WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN declined by 15.0% during 2022, moving from $54M to $46M in total assets. Net income was $-8,095,557.
Where can I find official filings for WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN?
Official Form 5500 filings for WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 250965601 or plan name at efast.dol.gov.
How does WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN compare to other plans?
You can compare WASHINGTON & JEFFERSON COLLEGE TIAA CREF GROUP RETIREMENT ANNUITY PLAN against other Money Purchase plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.