Other · DOL Form 5500 · 2023

Lycoming College Retirement Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
332
Participants Below avg headcount
89th
Percentile by assets National rank
$230,386
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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

$76M in assets, 332 participants

Lycoming College's Lycoming College Retirement Plan reported $76M in total assets and 332 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.

  • #3,021 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Lycoming College Retirement Plan covers 332 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $76M.

#3,021
in Educational Services (3,735 peers)
+10.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Lycoming College Retirement Plan's outsized position by total assets

Lycoming College Retirement Plan vs every filed plan by assets

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

$76,488,282 Top 11% higher than 89% 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

Lycoming College 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. Lycoming College Retirement Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lycoming College Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lycoming College Retirement Plan end-of-year assets rose from $69M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Lycoming College Retirement Plan reported participants rose from 328 in the plan year 2022 filing to 332 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 240795965 · Lycoming College PY 2023 · Other

Lycoming College Retirement Plan · $76M · 332 · 89th

  • ASSETS $76M
  • ASSETS 332
  • ASSETS 89th
  • ASSETS Other
  • ASSETS near Tennessee Association of Independent Schools Multiple Employer Plan
  • ASSETS ind #3021

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 →

Lycoming College Retirement Plan in the asset neighbourhood

Lycoming College Retirement PlanLycoming College Retirement …$76MTennessee Association of Independent Schools Multiple Employer PlanTennessee Association of Ind…$76MSeattle Pacific University Employee Savings Plan - 403(b)Seattle Pacific University E…$76MCandid Defined Contribution Retirement PlanCandid Defined Contribution …$76MUnited States Olympic and Paralympic Committee 403(b) Retirement Investment PlanUnited States Olympic and Pa…$76M
End-of-year total assets ($M) among Lycoming College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$76M
Net Income$7M
Employer EIN240795965
Plan Effective Date1941-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lycoming College)

Sponsor-wide plan assets over time

All Lycoming College plans reported in each filing year

Latest sponsor-wide plan assets
$98M 40.46495864064835% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $69.5M $97.6M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 328 $69M
2023 1 332 $76M
2024 1 339 $98M

Nearby Other Plans in Pennsylvania

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

Lycoming College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Lycoming College Retirement Plan, Total assets ($B): 0.076488282 · Participants: 332Lycoming 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
Lycoming College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Lycoming College Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is Tennessee Association of Independent Schools Multiple Employer Plan in TN ($76M); by covered participants it is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Lycoming College Retirement Plan assets move in 2023? ▼
Lycoming College Retirement Plan grew at a solid clip - up 10.1% during 2023, from $69M to $76M. Reported net income was $7M.
How have Lycoming College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lycoming College's sponsor-wide assets grew 40.5%, from $69M to $98M.
Where does Lycoming College Retirement Plan rank by assets among Form 5500 filers? ▼
Lycoming College Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lycoming College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tennessee Association of Independent Schools Multiple Employer Plan in TN ($76M, 659 participants).
Which Other plans cover a similar participant headcount to Lycoming College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (332 participants, $40M 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 240795965.

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.