THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

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

UNIVERSITY OF SCRANTON

This Profit Sharing plan holds $87M in total assets and serves 622 participants as of 2022. It is sponsored by UNIVERSITY OF SCRANTON in Pennsylvania. The plan reported a net loss of $3M for the year.

Total Assets (2023)

$87M

Participants

622

State

Pennsylvania

Industry

Educational Services

What the Filing Says About THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN

THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN is a Profit Sharing retirement plan sponsored by UNIVERSITY OF SCRANTON, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 622 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 240795495, and the plan has been effective since 1984-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $90M at the beginning of 2022 to $87M at year-end — a decline of 3.5%. Net assets (after liabilities) closed the year at $87M, with reported net income of $-3,171,812 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 1 prior plan-year filing 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)	$90M
Total Assets (End of Year)	$87M
Net Assets (End of Year)	$87M
Net Income	$-3,171,812
Plan Type	Profit Sharing
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

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

THE PNC FINANCIAL SERVICES GROUP, INC. INCENTIVE SAVINGS PLAN $9.3B · 61,697
THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN $6.3B · 20,979
UPMC 403(B) RETIREMENT SAVINGS PLAN $4.2B · 78,261
CARNEGIE MELLON UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN $2.5B · 6,370
JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN $2.5B · 15,783

Compare THE UNIVERSITY OF SCRANTON MANDATORY TAX… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN? ▼

As of the 2022 Form 5500 filing, THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN holds $87M in total assets with 622 participants. It is sponsored by UNIVERSITY OF SCRANTON.

What type of plan is THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN? ▼

THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN is a Profit Sharing plan. It has been effective since 1984-07-01. The plan is filed with the U.S. Department of Labor under EIN 240795495.

Who sponsors the THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN? ▼

THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN is sponsored by UNIVERSITY OF SCRANTON, located in Pennsylvania. The sponsor's EIN is 240795495 and the plan operates in the Educational Services industry.

How did THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN perform in 2022? ▼

THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN declined by 3.5% during 2022, moving from $90M to $87M in total assets. Net income was $-3,171,812.

Where can I find official filings for THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN? ▼

Official Form 5500 filings for THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 240795495 or plan name at efast.dol.gov.

How does THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN compare to other plans? ▼

You can compare THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN against other Profit Sharing 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.