Other · DOL Form 5500 · 2023
Swarthmore College Retirement Plan
Data updated 2026-08-25
- $425M
- Total assets Above avg plan size
- 1,091
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $389,437
- Avg per participant High balance/head
Official DOL plan name: Swarthmore College Regular Retirement Plan · Sponsored by Swarthmore College · Pennsylvania · Educational Services
$425M in assets, 1,091 participants
Swarthmore College's Swarthmore College Regular Retirement Plan reported $425M in total assets and 1,091 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.
- #3,573 in Educational Services (3,735 peers)
Where Swarthmore College Regular Retirement Plan sits by assets
Swarthmore College Regular Retirement Plan sits in the top 5% of all filed plans by assets, $425M for 1,091 participants (~$389,437/participant), up 10.3% in 2023.
- #3,573
- in Educational Services (3,735 peers)
- +10.3%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Swarthmore College Regular Retirement Plan's outsized position by total assets
Swarthmore College Regular Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$424,876,239 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
Swarthmore College Regular Retirement 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. Swarthmore College Regular Retirement Plan lands in the large band (1,091 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swarthmore College Regular Retirement Plan reported net income rose from -$68M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Swarthmore College Regular Retirement Plan end-of-year assets rose from $385M in the plan year 2022 filing to $425M in the plan year 2023 filing.
- Swarthmore College Regular Retirement Plan reported participants rose from 1,077 in the plan year 2022 filing to 1,091 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231352683 · Swarthmore College PY 2023 · Other
Swarthmore College Regular Retirement Plan · $425M · 1,091 · 97th
- EIN $425M
- RANK 1,091
- PHOTO 97th
- IND Other
- EOY near Assoc of Independent Colleges and Universities of Ohio Mep
- 5500 ind #3573
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 →
Swarthmore College Regular Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $385M |
|---|---|
| Net Assets (End of Year) | $425M |
| Net Income | $40M |
| Employer EIN | 231352683 |
| Plan Effective Date | 1937-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Swarthmore College)
Sponsor-wide plan assets over time
All Swarthmore College plans reported in each filing year
- Latest sponsor-wide plan assets
- $462M 20.09482902138246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,077 | $385M |
| 2023 | 1 | 1,091 | $425M |
| 2024 | 1 | 1,187 | $462M |
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
Swarthmore College Regular Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Assoc of Independent Colleges and Universities of Ohio Mep in OH ($425M); by covered participants it is Buckner Int'l 403b Retirement Savings Plan in TX (1,091 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($425M here).
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) $425M · 1,696
- Act, Inc. Defined Contribution Retirement Plan (IA) $426M · 1,043
- University of St. Thomas Retirement Plan (MN) $422M · 2,481
- Stamford Health System Defined Contribution Retirement Plan (CT) $429M · 3,482
Similar participant headcount
Nearest other-state filings by covered participants (1,091 participants); asset peers above are excluded.
- Buckner Int'l 403b Retirement Savings Plan (TX) 1,091 · 0 off
- Bethesda 403b Retirement Plan (CO) 1,090 · 1 off
- Goodwill Industries of Northwest Nc 403(b) Plan (NC) 1,092 · 1 off
- Occidental College 403(b) Retirement Plan (CA) 1,093 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.