Other · DOL Form 5500 · 2023

Pennsylvania Institute of Technology Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
110
Participants Small participant base
57th
Percentile by assets National rank
$84,332
Avg per participant Below avg balance/head
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Official DOL plan name: Pennsylvania Institute of Technology Defined Contribution Plan · Sponsored by Pennsylvania Institute of Technology · Pennsylvania · Educational Services

$9M in assets, 110 participants

Pennsylvania Institute of Technology's Pennsylvania Institute of Technology Defined Contribution Plan reported $9M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,501 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Pennsylvania Institute of Technology Defined Contribution Plan covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#1,501
in Educational Services (3,735 peers)
+15.7%
assets growth YoY

Pennsylvania Institute of Technology Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers

Pennsylvania Institute of Technology Defined Contribution Plan vs every filed plan by assets

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

$9,276,539 Top 43% higher than 57% 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

Pennsylvania Institute of Technology Defined Contribution 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. Pennsylvania Institute of Technology Defined Contribution Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennsylvania Institute of Technology Defined Contribution Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pennsylvania Institute of Technology Defined Contribution Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Pennsylvania Institute of Technology Defined Contribution Plan reported participants rose from 100 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231543518 · Pennsylvania Institute of Technology PY 2023 · Other

Pennsylvania Institute of Technology Defined Contribution Plan · $9M · 110 · 57th

  • EBSA $9M
  • EBSA 110
  • EBSA 57th
  • EBSA Other
  • EBSA near New Mexico Consortium 403b Retirement Plan
  • EBSA ind #1501

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 →

Pennsylvania Institute of Technology Defined Contribution Plan in the asset neighbourhood

Bellevue Christian School 403(b) PlanBellevue Christian School 40…$9MPennsylvania Institute of Technology Defined Contribution PlanPennsylvania Institute of Te…$9MNew Mexico Consortium 403b Retirement PlanNew Mexico Consortium 403b R…$9M403(b) Thrift Plan of Gulfside Healthcare Services, Inc.403(b) Thrift Plan of Gulfsi…$9MChristian Church Homes 403b PlanChristian Church Homes 403b …$9M
End-of-year total assets ($M) among Pennsylvania Institute of Technology Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN231543518
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Institute of Technology)

Sponsor-wide plan assets over time

All Pennsylvania Institute of Technology plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.41918180263562% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.02M $10.6M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 100 $8M
2023 1 110 $9M
2024 1 120 $11M

Nearby Other Plans in Pennsylvania

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

Pennsylvania Institute of Technology Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Pennsylvania Institute of Technology Defined Contribution Plan, Total assets ($B): 0.009276539 · Participants: 110Pennsylvania Institute of Technology Defined Contribution 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
Pennsylvania Institute of Technology Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Pennsylvania Institute of Technology Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is New Mexico Consortium 403b Retirement Plan in NM ($9M); by covered participants it is Sreb Retirement Plan in GA (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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.

Frequently Asked Questions

How did Pennsylvania Institute of Technology Defined Contribution Plan assets move in 2023? ▼
Pennsylvania Institute of Technology Defined Contribution Plan grew sharply - up 15.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Pennsylvania Institute of Technology plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Institute of Technology's sponsor-wide assets grew 32.4%, from $8M to $11M.
Which Other plans are similar in size to Pennsylvania Institute of Technology Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is New Mexico Consortium 403b Retirement Plan in NM ($9M, 91 participants).
Which Other plans cover a similar participant headcount to Pennsylvania Institute of Technology Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Sreb Retirement Plan in GA (110 participants, $49M in assets).