Other · DOL Form 5500 · 2022

University of Scranton Retirement Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
622
Participants Below avg headcount
92nd
Percentile by assets National rank
$140,066
Avg per participant Near avg balance/head
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Official DOL plan name: The University of Scranton Mandatory Tax Deferred Annuity Plan · Sponsored by University of Scranton · Pennsylvania · Educational Services

$87M in assets, 622 participants

University of Scranton's The University of Scranton Mandatory Tax Deferred Annuity Plan reported $87M in total assets and 622 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,443 in Educational Services (4,024 peers)

Where The University of Scranton Mandatory Tax Deferred Annuity Plan sits by assets

The University of Scranton Mandatory Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $87M for 622 participants (~$140,066/participant), down 3.5% in 2022.

#3,443
in Educational Services (4,024 peers)
-3.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The University of Scranton Mandatory Tax Deferred Annuity Plan's outsized position by total assets

The University of Scranton Mandatory Tax Deferred Annuity Plan vs every filed plan by assets

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

$87,121,325 Top 8% higher than 92% 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

The University of Scranton Mandatory Tax Deferred 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. The University of Scranton Mandatory Tax Deferred Annuity Plan sits mid-pack in the medium band (622 participants).

DOL schedule card

Filing strip 240795495 · University of Scranton PY 2022 · Other

The University of Scranton Mandatory Tax Deferred Annuity Plan · $87M · 622 · 92nd

  • BOY $87M
  • SCH 622
  • EBSA 92nd
  • PART Other
  • TYPE near Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda
  • NET ind #3443

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 →

The University of Scranton Mandatory Tax Deferred Annuity Plan in the asset neighbourhood

Poly Prep Country Day School Defined Contribution PlanPoly Prep Country Day School…$87MThe University of Scranton Mandatory Tax Deferred Annuity PlanThe University of Scranton M…$87MHillel the Foundation for Jewish Campus Life 403(b) DC-TdaHillel the Foundation for Je…$87MBirmingham Southern College Defined Contribution and Tax Deferred Annuity PlanBirmingham Southern College …$87MAugustana College Retirement PlanAugustana College Retirement…$87M
End-of-year total assets ($M) among The University of Scranton Mandatory Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$87M
Net Income-$3M
Employer EIN240795495
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Scranton)

Sponsor-wide plan assets over time

All University of Scranton plans reported in each filing year

Latest sponsor-wide plan assets
$285M 21.28785949263764% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $235M $285M ▲ +21.3%
Year Plans Participants Total Assets
2022 3 1,470 $235M
2023 3 1,617 $269M
2024 3 1,538 $285M

Nearby Other Plans in Pennsylvania

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

The University of Scranton Mandatory Tax Deferred Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants The University of Scranton Mandatory Tax Deferred Annuity Plan, Total assets ($B): 0.087121325 · Participants: 622The University of Scranton Mandatory Tax Deferred Annuity 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
The University of Scranton Mandatory Tax Deferred Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The University of Scranton Mandatory Tax Deferred Annuity Plan side-by-side with 3 peers →

The University of Scranton Mandatory Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda in DC ($87M); by covered participants it is Franklin Pierce University Defined Contribution Retirement Plan in NH (622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (622 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 The University of Scranton Mandatory Tax Deferred Annuity Plan assets move in 2022? ▼
The University of Scranton Mandatory Tax Deferred Annuity Plan edged down modestly - down 3.5% during 2022, from $90M to $87M. Reported net income was -$3M.
How have University of Scranton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Scranton's sponsor-wide assets grew 21.3%, from $235M to $285M.
Where does The University of Scranton Mandatory Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The University of Scranton Mandatory Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The University of Scranton Mandatory Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda in DC ($87M, 688 participants).
Which Other plans cover a similar participant headcount to The University of Scranton Mandatory Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Franklin Pierce University Defined Contribution Retirement Plan in NH (622 participants, $55M 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 240795495.

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.