Other · DOL Form 5500 · 2023
Westminster College Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 271
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $277,122
- Avg per participant High balance/head
Official DOL plan name: Westminster College Defined Contribution Retirement Plan · Sponsored by Westminster College · Pennsylvania · Educational Services
$75M in assets, 271 participants
Westminster College's Westminster College Defined Contribution Retirement Plan reported $75M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,011 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Westminster College Defined Contribution Retirement Plan covers 271 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $75M.
- #3,011
- in Educational Services (3,735 peers)
- +9.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Westminster College Defined Contribution Retirement Plan's outsized position by total assets
Westminster College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$75,100,149 Top 11% higher than 89% 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
Westminster College Defined Contribution 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. Westminster College Defined Contribution Retirement Plan sits mid-pack in the medium band (271 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westminster College Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Westminster College Defined Contribution Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Westminster College Defined Contribution Retirement Plan reported participants rose from 266 in the plan year 2022 filing to 271 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 250981156 · Westminster College PY 2023 · Other
Westminster College Defined Contribution Retirement Plan · $75M · 271 · 89th
- BOY $75M
- BOY 271
- BOY 89th
- BOY Other
- BOY near Anna Jaques 403(b) Retirement Plan
- BOY ind #3011
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 →
Westminster College Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $7M |
| Employer EIN | 250981156 |
| Plan Effective Date | 1947-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westminster College)
Sponsor-wide plan assets over time
All Westminster College plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 14.217635786399763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $68M |
| 2023 | 1 | 271 | $75M |
| 2024 | 1 | 200 | $78M |
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
Westminster College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Anna Jaques 403(b) Retirement Plan in MA ($75M); by covered participants it is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Anna Jaques 403(b) Retirement Plan (MA) $75M · 1,013
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) $75M · 128
- May Institute, Inc. Defined Contribution Retirement Plan (MA) $75M · 1,744
- The Forsyth Institute Defined Contribution Plan (MA) $75M · 141
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Knoxville Hospital and Clinics Tax Sheltered Annuity Plan (IA) 271 · 0 off
- Avow Hospice Inc. Tax Deferred Annuity Plan (FL) 271 · 0 off
- Emory Valley Center Employee Retirement Plan (TN) 271 · 0 off
- Northeast Arc 403(b)Plan (MA) 271 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.