Other · DOL Form 5500 · 2023

Susquehanna University Retirement Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
506
Participants Below avg headcount
93rd
Percentile by assets National rank
$288,217
Avg per participant High balance/head
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Official DOL plan name: Susquehanna University Retirement Plan · Sponsored by Susquehanna University · Pennsylvania · Educational Services

$146M in assets, 506 participants

Susquehanna University's Susquehanna University Retirement Plan reported $146M in total assets and 506 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.

  • #3,318 in Educational Services (3,735 peers)

Where Susquehanna University Retirement Plan sits by assets

Susquehanna University Retirement Plan sits in the top 10% of all filed plans by assets, $146M for 506 participants (~$288,217/participant), up 10.3% in 2023.

#3,318
in Educational Services (3,735 peers)
+10.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Susquehanna University Retirement Plan's outsized position by total assets

Susquehanna University Retirement Plan vs every filed plan by assets

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

$145,838,022 Top 7% higher than 93% 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

Susquehanna University 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. Susquehanna University Retirement Plan sits mid-pack in the medium band (506 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Susquehanna University Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Susquehanna University Retirement Plan end-of-year assets rose from $132M in the plan year 2022 filing to $146M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231353385 · Susquehanna University PY 2023 · Other

Susquehanna University Retirement Plan · $146M · 506 · 93rd

  • TYPE $146M
  • TYPE 506
  • TYPE 93rd
  • TYPE Other
  • TYPE near Berry College Defined Contribution Plan
  • TYPE ind #3318

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 →

Susquehanna University Retirement Plan in the asset neighbourhood

Family Health Centers of San Diego Tax Deferred Annuity PlanFamily Health Centers of San…$146MGti Supplemental Retirement Annuity PlanGti Supplemental Retirement …$146MSusquehanna University Retirement PlanSusquehanna University Retir…$146MBerry College Defined Contribution PlanBerry College Defined Contri…$146MMilton Academy Retirement PlanMilton Academy Retirement Pl…$145M
End-of-year total assets ($M) among Susquehanna University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$146M
Net Income$14M
Employer EIN231353385
Plan Effective Date1952-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Susquehanna University)

Sponsor-wide plan assets over time

All Susquehanna University plans reported in each filing year

Latest sponsor-wide plan assets
$159M 19.93132258035533% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $132M $159M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 502 $132M
2023 1 506 $146M
2024 1 495 $159M

Nearby Other Plans in Pennsylvania

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

Susquehanna University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Susquehanna University Retirement Plan, Total assets ($B): 0.145838022 · Participants: 506Susquehanna University 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
Susquehanna University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Susquehanna University Retirement Plan side-by-side with 3 peers →

Susquehanna University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Berry College Defined Contribution Plan in GA ($146M); by covered participants it is Hartwick College 403(b) Retirement Plan in NY (506 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (506 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 Susquehanna University Retirement Plan assets move in 2023? ▼
Susquehanna University Retirement Plan grew at a solid clip - up 10.3% during 2023, from $132M to $146M. Reported net income was $14M.
How have Susquehanna University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susquehanna University's sponsor-wide assets grew 19.9%, from $132M to $159M.
Where does Susquehanna University Retirement Plan rank by assets among Form 5500 filers? ▼
Susquehanna University 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 Susquehanna University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Berry College Defined Contribution Plan in GA ($146M, 642 participants).
Which Other plans cover a similar participant headcount to Susquehanna University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hartwick College 403(b) Retirement Plan in NY (506 participants, $97M 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 231353385.

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.