Profit Sharing · DOL Form 5500 · 2023
The Governing Board of the Pennsylvania Association of Profit Sharing Plan
Data updated 2026-08-25
- $413M
- Total assets Above avg plan size
- 2,051
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $201,519
- Avg per participant Above avg balance/head
Official DOL plan name: Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan · Sponsored by The Governing Board of the Pennsylvania Association of · Pennsylvania · Educational Services
$413M in assets, 2,051 participants
The Governing Board of the Pennsylvania Association of's Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan reported $413M in total assets and 2,051 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,568 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan covers 2,051 participants in Pennsylvania, 2.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $413M.
- #3,568
- in Educational Services (3,735 peers)
- +63.7%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan's outsized position by total assets
Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$413,316,029 Top 3% higher than 97% 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
Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan lands in the large band (2,051 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan reported net income rose from -$38M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan end-of-year assets rose from $253M in the plan year 2022 filing to $413M in the plan year 2023 filing.
- Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan reported participants rose from 1,293 in the plan year 2022 filing to 2,051 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 843430131 · The Governing Board of the Pennsylvania Association of PY 2023 · Profit Sharing
Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan · $413M · 2,051 · 97th
- EOY $413M
- 5500 2,051
- ASSETS 97th
- PCT Profit Sharing
- EIN near Structural Iron Workers Local #1 Annuity Plan
- RANK ind #3568
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 →
Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $253M |
|---|---|
| Net Assets (End of Year) | $413M |
| Net Income | $37M |
| Employer EIN | 843430131 |
| Plan Effective Date | 2020-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Governing Board of the Pennsylvania Association of)
Sponsor-wide plan assets over time
All The Governing Board of the Pennsylvania Association of plans reported in each filing year
- Latest sponsor-wide plan assets
- $543M 115.1613874060835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,293 | $253M |
| 2023 | 1 | 2,051 | $413M |
| 2024 | 1 | 2,445 | $543M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Pennsylvania Association of Independent Colleges and Universities Multiple Employer Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Structural Iron Workers Local #1 Annuity Plan in IL ($416M); by covered participants it is IBEW Local No. 236 Annuity Plan in NY (2,058 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($413M here).
- Structural Iron Workers Local #1 Annuity Plan (IL) $416M · 3,083
- Ohio Carpenters' Annuity Plan (MI) $410M · 9,314
- The Arc New York Affiliated Employers 401(k) Plan (NY) $417M · 11,366
- The Employees' Profit-Sharing Plan of Utility Trailer Manufacturing Company and Affiliated Companies (CA) $420M · 3,124
Similar participant headcount
Nearest other-state filings by covered participants (2,051 participants); asset peers above are excluded.
- IBEW Local No. 236 Annuity Plan (NY) 2,058 · 7 off
- Plumbers and Gasfitters Local 5 Retirement Savings Plan (MD) 2,043 · 8 off
- Roofers Union Local 30 Combined Annuity Fund (MI) 2,061 · 10 off
- Dillon Companies, LLC Employees' Profit Sharing Plan (KS) 2,040 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.