Other · DOL Form 5500 · 2023
Moravian University Retirement Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 497
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $246,325
- Avg per participant Above avg balance/head
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.
- #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.
- #3,254
- in Educational Services (3,735 peers)
- +10.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Moravian University Retirement Plan's outsized position 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
Moravian University Retirement Plan 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. Moravian University Retirement Plan sits mid-pack in the medium band (497 participants).
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.
Form 5500 schedule snapshot
Filing strip 240795460 · Moravian University PY 2023 · Other
Moravian University Retirement Plan · $122M · 497 · 92nd
- EOY $122M
- 5500 497
- ASSETS 92nd
- PCT Other
- EIN near Southeastern Regional Medical Center Tax-Deferred Savings Plan
- RANK ind #3254
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 →
Moravian University Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Moravian University plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 20.42683281554364% vs 2022
- 2024 filing year
| 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.
- 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
Moravian University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Southeastern Regional Medical Center Tax-Deferred Savings Plan in NC ($123M); by covered participants it is Camarena Health 403(b) Retirement Plan in CA (497 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (497 participants); asset peers above are excluded.
- Camarena Health 403(b) Retirement Plan (CA) 497 · 0 off
- The College of Wooster Defined Contribution Plan (OH) 497 · 0 off
- The Eliza Jennings Senior Care Network Retirement Savings Plan (OH) 498 · 1 off
- Cerenity Senior Care 403(b) Plan (MN) 498 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.