Other · DOL Form 5500 · 2023
Eastern University Retirement Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 557
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $140,934
- Avg per participant Near avg balance/head
Official DOL plan name: Eastern University Defined Contribution Retirement Plan · Sponsored by Eastern University · Pennsylvania · Educational Services
$79M in assets, 557 participants
Eastern University's Eastern University Defined Contribution Retirement Plan reported $79M in total assets and 557 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,038 in Educational Services (3,735 peers)
Where Eastern University Defined Contribution Retirement Plan sits by assets
Eastern University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $79M for 557 participants (~$140,934/participant), up 11.0% in 2023.
- #3,038
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Eastern University Defined Contribution Retirement Plan's outsized position by total assets
Eastern University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,500,058 Top 10% higher than 90% 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
Eastern University 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. Eastern University Defined Contribution Retirement Plan sits mid-pack in the medium band (557 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eastern University Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Eastern University Defined Contribution Retirement Plan reported participants rose from 501 in the plan year 2022 filing to 557 in the plan year 2023 filing.
- Eastern University Defined Contribution Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $79M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231409675 · Eastern University PY 2023 · Other
Eastern University Defined Contribution Retirement Plan · $79M · 557 · 90th
- PCT $79M
- PCT 557
- PCT 90th
- PCT Other
- PCT near San Francisco Symphony Tsa Thrift Plan
- PCT ind #3038
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 →
Eastern University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $8M |
| Employer EIN | 231409675 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eastern University)
Sponsor-wide plan assets over time
All Eastern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 22.459792966495943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $71M |
| 2023 | 1 | 557 | $79M |
| 2024 | 1 | 601 | $87M |
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
Eastern University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is San Francisco Symphony Tsa Thrift Plan in CA ($79M); by covered participants it is 403(b) Thrift Plan of Spectrum for Living in NJ (557 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (557 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Spectrum for Living (NJ) 557 · 0 off
- 403(b) Thrift Plan - the J (KS) 557 · 0 off
- Refuah Health Center, Inc. 403(b) Plan (NY) 556 · 1 off
- Mab Community Services Retirement Savings Plan (MA) 556 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.