Other · DOL Form 5500 · 2023

Mount Aloysius College Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
157
Participants Small participant base
83rd
Percentile by assets National rank
$246,366
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mount Aloysius College Consolidated Retirement Pla · Sponsored by Mount Aloysius College · Pennsylvania · Educational Services

$39M in assets, 157 participants

Mount Aloysius College's Mount Aloysius College Consolidated Retirement Pla reported $39M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,580 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Mount Aloysius College Consolidated Retirement Pla covers 157 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#2,580
in Educational Services (3,735 peers)
+11.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mount Aloysius College Consolidated Retirement Pla's outsized position by total assets

Mount Aloysius College Consolidated Retirement Pla vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,679,393 Top 17% higher than 83% of 127,068 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 2023

Mount Aloysius College Consolidated Retirement Pla among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Aloysius College Consolidated Retirement Pla sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Aloysius College Consolidated Retirement Pla reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mount Aloysius College Consolidated Retirement Pla end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Mount Aloysius College Consolidated Retirement Pla reported participants fell from 161 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251114320 · Mount Aloysius College PY 2023 · Other

Mount Aloysius College Consolidated Retirement Pla · $39M · 157 · 83rd

  • ASSETS $39M
  • PCT 157
  • EIN 83rd
  • RANK Other
  • PHOTO near Wildwood School Inc. DC Retirement Plan
  • IND ind #2580

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 →

Mount Aloysius College Consolidated Retirement Pla in the asset neighbourhood

Holderness School DC Retirement PlanHolderness School DC Retirem…$39MJewish National Fund 403(b) ERISA Tax Sheltered Annuity PlanJewish National Fund 403(b) …$39MMount Aloysius College Consolidated Retirement PlaMount Aloysius College Conso…$39MWildwood School Inc. DC Retirement PlanWildwood School Inc. DC Reti…$39MUniversity of Massachusetts Global 403(b) Defined Contribution Retirement PlanUniversity of Massachusetts …$39M
End-of-year total assets ($M) among Mount Aloysius College Consolidated Retirement Pla and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN251114320
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Aloysius College)

Sponsor-wide plan assets over time

All Mount Aloysius College plans reported in each filing year

Latest sponsor-wide plan assets
$42M 20.390937567624853% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.6M $41.7M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 161 $35M
2023 1 157 $39M
2024 1 161 $42M

Nearby Other Plans in Pennsylvania

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

Mount Aloysius College Consolidated Retirement Pla vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Mount Aloysius College Consolidated Retirement Pla, Total assets ($B): 0.038679393 · Participants: 157Mount Aloysius College Consolidated Retirement PlaThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Mount Aloysius College Consolidated Retirement Pla vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Mount Aloysius College Consolidated Retirement Pla side-by-side with 3 peers →

Mount Aloysius College Consolidated Retirement Pla's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Wildwood School Inc. DC Retirement Plan in CA ($39M); by covered participants it is Northeast College of Health Sciences Retirement Plan in NY (157 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mount Aloysius College Consolidated Retirement Pla assets move in 2023? ▼
Mount Aloysius College Consolidated Retirement Pla grew at a solid clip - up 11.6% during 2023, from $35M to $39M. Reported net income was $4M.
How have Mount Aloysius College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Aloysius College's sponsor-wide assets grew 20.4%, from $35M to $42M.
Where does Mount Aloysius College Consolidated Retirement Pla rank by assets among Form 5500 filers? ▼
Mount Aloysius College Consolidated Retirement Pla ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mount Aloysius College Consolidated Retirement Pla? ▼
Among Other plans in other states, the closest by assets is Wildwood School Inc. DC Retirement Plan in CA ($39M, 156 participants).
Which Other plans cover a similar participant headcount to Mount Aloysius College Consolidated Retirement Pla? ▼
Among Other plans in other states, the closest by covered participants is Northeast College of Health Sciences Retirement Plan in NY (157 participants, $62M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251114320.

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.