Other · DOL Form 5500 · 2023

Lafayette College Retirement Plan

Data updated 2026-08-25

$443M
Total assets Above avg plan size
1,064
Participants Near avg headcount
97th
Percentile by assets National rank
$415,938
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lafayette College Retirement Plan · Sponsored by Lafayette College · Pennsylvania · Educational Services

$443M in assets, 1,064 participants

Lafayette College's Lafayette College Retirement Plan reported $443M in total assets and 1,064 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,580 in Educational Services (3,735 peers)

Where Lafayette College Retirement Plan sits by assets

Lafayette College Retirement Plan sits in the top 5% of all filed plans by assets, $443M for 1,064 participants (~$415,938/participant), up 13.1% in 2023.

#3,580
in Educational Services (3,735 peers)
+13.1%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Lafayette College Retirement Plan's outsized position by total assets

Lafayette College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$442,558,327 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lafayette College 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. Lafayette College Retirement Plan lands in the large band (1,064 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lafayette College Retirement Plan reported net income rose from -$60M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Lafayette College Retirement Plan end-of-year assets rose from $391M in the plan year 2022 filing to $443M in the plan year 2023 filing.
  • Lafayette College Retirement Plan reported participants fell from 1,153 in the plan year 2022 filing to 1,064 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 240795686 · Lafayette College PY 2023 · Other

Lafayette College Retirement Plan · $443M · 1,064 · 97th

  • IND $443M
  • EOY 1,064
  • 5500 97th
  • ASSETS Other
  • PCT near Midwestern University Retirement Plan
  • EIN ind #3580

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 →

Lafayette College Retirement Plan in the asset neighbourhood

Babson College Retirement PlanBabson College Retirement Pl…$446MCaromont Health, Inc. Retirement Savings PlanCaromont Health, Inc. Retire…$444MLafayette College Retirement PlanLafayette College Retirement…$443MMidwestern University Retirement PlanMidwestern University Retire…$442MAdelphi University Defined Contribution Retirement PlanAdelphi University Defined C…$439M
End-of-year total assets ($M) among Lafayette College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$391M
Net Assets (End of Year)$443M
Net Income$51M
Employer EIN240795686
Plan Effective Date1946-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lafayette College)

Sponsor-wide plan assets over time

All Lafayette College plans reported in each filing year

Latest sponsor-wide plan assets
$479M 22.498697463094974% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $391M $479M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 1,153 $391M
2023 1 1,064 $443M
2024 1 1,131 $479M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Lafayette College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 02468 Total assets ($B) Participants Lafayette College Retirement Plan, Total assets ($B): 0.442558327 · Participants: 1064Lafayette College Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Lafayette College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Lafayette College Retirement Plan side-by-side with 3 peers →

Lafayette College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Midwestern University Retirement Plan in IL ($442M); by covered participants it is Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons in NY (1,063 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($443M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lafayette College Retirement Plan assets move in 2023? ▼
Lafayette College Retirement Plan grew at a solid clip - up 13.1% during 2023, from $391M to $443M. Reported net income was $51M.
How have Lafayette College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lafayette College's sponsor-wide assets grew 22.5%, from $391M to $479M.
Where does Lafayette College Retirement Plan rank by assets among Form 5500 filers? ▼
Lafayette College Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Lafayette College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Midwestern University Retirement Plan in IL ($442M, 1,624 participants).
Which Other plans cover a similar participant headcount to Lafayette College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons in NY (1,063 participants, $109M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240795686.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.