Other · DOL Form 5500 · 2023
Bucknell University Retirement Plan
Data updated 2026-08-25
- $632M
- Total assets Above avg plan size
- 1,487
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $425,096
- Avg per participant High balance/head
Official DOL plan name: Bucknell University Defined Contribution Retirement Plan · Sponsored by Bucknell University · Pennsylvania · Educational Services
$632M in assets, 1,487 participants
Bucknell University's Bucknell University Defined Contribution Retirement Plan reported $632M in total assets and 1,487 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,627 in Educational Services (3,735 peers)
Where Bucknell University Defined Contribution Retirement Plan sits by assets
Bucknell University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $632M for 1,487 participants (~$425,096/participant), up 14.0% in 2023.
- #3,627
- in Educational Services (3,735 peers)
- +14.0%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Bucknell University Defined Contribution Retirement Plan's outsized position by total assets
Bucknell University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$632,117,577 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bucknell University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bucknell University Defined Contribution Retirement Plan lands in the large band (1,487 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bucknell University Defined Contribution Retirement Plan reported net income rose from -$76M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Bucknell University Defined Contribution Retirement Plan end-of-year assets rose from $554M in the plan year 2022 filing to $632M in the plan year 2023 filing.
- Bucknell University Defined Contribution Retirement Plan reported participants rose from 1,403 in the plan year 2022 filing to 1,487 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 240772407 · Bucknell University PY 2023 · Other
Bucknell University Defined Contribution Retirement Plan · $632M · 1,487 · 98th
- NET $632M
- BOOK 1,487
- VS-ST 98th
- BOY Other
- SCH near Retirement Plan of Creighton University
- EBSA ind #3627
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 →
Bucknell University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $554M |
|---|---|
| Net Assets (End of Year) | $632M |
| Net Income | $78M |
| Employer EIN | 240772407 |
| Plan Effective Date | 1939-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bucknell University)
Sponsor-wide plan assets over time
All Bucknell University plans reported in each filing year
- Latest sponsor-wide plan assets
- $673M 21.38079242782276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,403 | $554M |
| 2023 | 1 | 1,487 | $632M |
| 2024 | 1 | 1,543 | $673M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Bucknell University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Retirement Plan of Creighton University in NE ($633M); by covered participants it is Hannibal Regional Hospital Retirement Savings Plan in MO (1,484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($632M here).
- Retirement Plan of Creighton University (NE) $633M · 3,596
- Wesleyan University Retirement Plan (CT) $633M · 1,517
- Scripps Health 403(b) Plan (CA) $630M · 16,944
- University of Richmond Defined Contribution Retirement Plan (VA) $629M · 1,843
Similar participant headcount
Nearest other-state filings by covered participants (1,487 participants); asset peers above are excluded.
- Hannibal Regional Hospital Retirement Savings Plan (MO) 1,484 · 3 off
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital (ND) 1,491 · 4 off
- University of Indianapolis Defined Contribution Retirement Plan (IN) 1,482 · 5 off
- Suffolk University Employee Retirement Plan (MA) 1,492 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.