Other · DOL Form 5500 · 2023
Moravian University Retirement Plan
Data updated 2026-08-11
- $122M
- Total assets
- 497
- Participants
- 92nd
- Percentile by assets
- $246,325
- Avg per participant
Official DOL plan name: Moravian University Retirement Plan · Sponsored by Moravian University · Pennsylvania · Educational Services
$122M in assets, 497 participants
Moravian University's Moravian University Retirement Plan reported $122M in total assets and 497 participants in its 2023 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 127,072 plans)
- #3,254 in Educational Services (3,735 peers)
Where Moravian University Retirement Plan sits by assets
Moravian University Retirement Plan sits in the top 10% of all filed plans by assets, $122M for 497 participants (~$246,325/participant), up 10.0% in 2023.
- $122M
- total plan assets (2023 EOY)
- 497
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $246,325
- avg assets per participant
Where Moravian University Retirement Plan sits by total assets
Moravian University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,423,554 Top 8% higher than 92% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Moravian University Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Moravian University Retirement Plan reported participants rose from 398 in the plan year 2022 filing to 497 in the plan year 2023 filing.
- Moravian University Retirement Plan end-of-year assets rose from $111M in the plan year 2022 filing to $122M in the plan year 2023 filing.
Moravian University Retirement Plan vs the 2023 asset distribution
By assets, Moravian University Retirement Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $11M |
| Employer EIN | 240795460 |
| Plan Effective Date | 1943-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moravian University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 398 | $111M |
| 2023 | 1 | 497 | $122M |
| 2024 | 1 | 524 | $134M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Moravian University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Moravian University Retirement Plan by total assets, not by location.
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) $123M · 2,074
- The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for Building (NY) $122M · 1,073
- The Blake School Defined Contribution Plan (MN) $123M · 356
- Hampton University Defined Contribution Retirement Plan (VA) $122M · 556
Frequently Asked Questions
How did Moravian University Retirement Plan assets move in 2023? ▼
How have Moravian University plan assets changed over time? ▼
Where does Moravian University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Moravian University Retirement Plan? ▼
Next read for Moravian University Retirement Plan
Scale reading
Ways to act on Moravian University Retirement Plan's numbers.
- By total assets, Moravian University Retirement 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
- Moravian University's sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Educational Services plans