Other · DOL Form 5500 · 2023
Wilkes University Retirement Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 624
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $328,579
- Avg per participant High balance/head
Official DOL plan name: Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University · Sponsored by Wilkes University · Pennsylvania · Educational Services
$205M in assets, 624 participants
Wilkes University's Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University reported $205M in total assets and 624 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,416 in Educational Services (3,735 peers)
Where Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits by assets
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits in the top 5% of all filed plans by assets, $205M for 624 participants (~$328,579/participant), up 44.8% in 2023.
- #3,416
- in Educational Services (3,735 peers)
- +44.8%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University's outsized position by total assets
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$205,033,107 Top 5% higher than 95% 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
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University 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. Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University sits mid-pack in the medium band (624 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University reported net income rose from -$22M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University end-of-year assets rose from $142M in the plan year 2022 filing to $205M in the plan year 2023 filing.
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University reported participants rose from 571 in the plan year 2022 filing to 624 in the plan year 2023 filing.
DOL schedule card
Filing strip 240795506 · Wilkes University PY 2023 · Other
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University · $205M · 624 · 95th
- EIN $205M
- EIN 624
- EIN 95th
- EIN Other
- EIN near Choate Rosemary Hall Foundation, Inc. DC Retirement Plan
- EIN ind #3416
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 →
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $22M |
| Employer EIN | 240795506 |
| Plan Effective Date | 1947-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilkes University)
Sponsor-wide plan assets over time
All Wilkes University plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 57.87567059121432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,404 | $142M |
| 2023 | 1 | 624 | $205M |
| 2024 | 1 | 622 | $224M |
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
Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Choate Rosemary Hall Foundation, Inc. DC Retirement Plan in CT ($205M); by covered participants it is The Culinary Institute of America Defined Contribution Plan in NY (623 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan (CT) $205M · 326
- Teach for America, Inc. 403(b) Retirement Plan (NY) $206M · 1,193
- The University of Tampa Defined Contribution Retirement Plan (FL) $204M · 997
- Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan (FL) $207M · 4,160
Similar participant headcount
Nearest other-state filings by covered participants (624 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.