Other · DOL Form 5500 · 2022
University of Scranton Retirement Plan
Data updated 2026-08-11
- $87M
- Total assets
- 622
- Participants
- 92nd
- Percentile by assets
- $140,066
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $87M
- total plan assets (2022 EOY)
- 622
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $140,066
- avg assets per participant
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.
Where The University of Scranton Mandatory Tax Deferred Annuity Plan sits 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
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 vs the 2022 asset distribution
By assets, The University of Scranton Mandatory Tax Deferred Annuity Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | -$3M |
| Employer EIN | 240795495 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Scranton)
| 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
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to The University of Scranton Mandatory Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did The University of Scranton Mandatory Tax Deferred Annuity Plan assets move in 2022? ▼
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Where does The University of Scranton Mandatory Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Ways to act on The University of Scranton Mandatory Tax Deferred Annuity Plan's numbers.
- By total assets, The University of Scranton Mandatory Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- University of Scranton's sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Educational Services plans