Other · DOL Form 5500 · 2023

Ursinus College Retirement Plan

Data updated 2026-08-11

$139M
Total assets
447
Participants
93rd
Percentile by assets
$310,395
Avg per participant
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Official DOL plan name: Ursinus College Defined Contribution Retirement Plan · Sponsored by Ursinus College · Pennsylvania · Educational Services

$139M in assets, 447 participants

Ursinus College's Ursinus College Defined Contribution Retirement Plan reported $139M in total assets and 447 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #3,301 in Educational Services (3,735 peers)

Where Ursinus College Defined Contribution Retirement Plan sits by assets

Ursinus College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $139M for 447 participants (~$310,395/participant), up 13.7% in 2023.

$139M
total plan assets (2023 EOY)
447
covered participants
93rd
percentile by assets (of 127,072 plans)
$310,395
avg assets per participant

Where Ursinus College Defined Contribution Retirement Plan sits by total assets

Ursinus College Defined Contribution Retirement Plan vs every filed plan by assets

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

$138,746,774 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ursinus College Defined Contribution Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Ursinus College Defined Contribution Retirement Plan end-of-year assets rose from $122M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Ursinus College Defined Contribution Retirement Plan reported participants rose from 437 in the plan year 2022 filing to 447 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Educational Services

Ursinus College Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Ursinus College Defined Contribution Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$139M
Net Income$17M
Employer EIN231177930
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ursinus College)

$110M$120M$130M$140M$150M$160M 202220232024 $122M $148M ▲ +21.1%
Total plan assets by year, all Ursinus College plans on file
Year Plans Participants Total Assets
2022 1 437 $122M
2023 1 447 $139M
2024 1 440 $148M

Nearby Other Plans in Pennsylvania

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

Ursinus College Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Ursinus College Defi…, Total assets ($B): 0.138746774 · Participants: 447Ursinus College Defi…The University of Pe…, Total assets ($B): 6.313953991 · Participants: 20979The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 3.057133387 · Participants: 41942The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Co…
Ursinus College Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Ursinus College Defined Contribution Ret… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ursinus College Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ursinus College Defined Contribution Retirement Plan assets move in 2023? ▼
Ursinus College Defined Contribution Retirement Plan grew at a solid clip - up 13.7% during 2023, from $122M to $139M. Reported net income was $17M.
How have Ursinus College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ursinus College's sponsor-wide assets grew 21.1%, from $122M to $148M.
Where does Ursinus College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Ursinus College Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ursinus College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Robert Wood Johnson Foundation Qualified Retirement Plan in NJ ($139M, 317 participants).

Next read for Ursinus College Defined Contribution Ret…

Scale reading

Ways to act on Ursinus College Defined Contribution Retirement Plan's numbers.

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 231177930.

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.