Other · DOL Form 5500 · 2023
Ursinus College Retirement Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 447
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $310,395
- Avg per participant High balance/head
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.
- #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.
- #3,301
- in Educational Services (3,735 peers)
- +13.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Ursinus College Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ursinus 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. Ursinus College Defined Contribution Retirement Plan sits mid-pack in the medium band (447 participants).
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.
EBSA filing schedule strip
Filing strip 231177930 · Ursinus College PY 2023 · Other
Ursinus College Defined Contribution Retirement Plan · $139M · 447 · 93rd
- VS-ST $139M
- VS-ST 447
- VS-ST 93rd
- VS-ST Other
- VS-ST near Robert Wood Johnson Foundation Qualified Retirement Plan
- VS-ST ind #3301
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 →
Ursinus College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | $17M |
| Employer EIN | 231177930 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ursinus College)
Sponsor-wide plan assets over time
All Ursinus College plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 21.10710467453634% vs 2022
- 2024 filing year
| 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.
- 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
Ursinus College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Robert Wood Johnson Foundation Qualified Retirement Plan in NJ ($139M); by covered participants it is Westfields Hospital Employee Retirement Plan in MN (447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- Robert Wood Johnson Foundation Qualified Retirement Plan (NJ) $139M · 317
- Whittier College 403(b) Plan (CA) $139M · 428
- High Point University Retirement Plan (NC) $139M · 919
- Eckerd College Defined Contribution Retirement Plan (FL) $140M · 382
Similar participant headcount
Nearest other-state filings by covered participants (447 participants); asset peers above are excluded.
- Westfields Hospital Employee Retirement Plan (MN) 447 · 0 off
- 403(b) Retirement Plan of Lifecare Medical Center (MN) 447 · 0 off
- Ninth District Opportunity, Inc. 403(b) Plan (GA) 447 · 0 off
- Communicare Health Centers 403(b) Plan (CA) 448 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.