Other · DOL Form 5500 · 2023
Swarthmore College Retirement Plan
Data updated 2026-08-11
- $425M
- Total assets
- 1,091
- Participants
- 97th
- Percentile by assets
- $389,437
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $425M
- total plan assets (2023 EOY)
- 1,091
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $389,437
- avg assets per participant
Where Swarthmore College Regular Retirement Plan sits 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
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.
Swarthmore College Regular Retirement Plan vs the 2023 asset distribution
By assets, Swarthmore College Regular Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Swarthmore College Regular Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Swarthmore College Regular Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Swarthmore College Regular Retirement Plan assets move in 2023? ▼
How have Swarthmore College plan assets changed over time? ▼
Where does Swarthmore College Regular Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Swarthmore College Regular Retirement Plan? ▼
Next read for Swarthmore College Regular Retirement Pl…
Scale reading
Ways to act on Swarthmore College Regular Retirement Plan's numbers.
- By total assets, Swarthmore College Regular Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Swarthmore College's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Educational Services plans