Other · DOL Form 5500 · 2023
Loyola University Maryland Retirement Plan
Data updated 2026-08-25
- $406M
- Total assets Above avg plan size
- 1,538
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $264,131
- Avg per participant High balance/head
Official DOL plan name: Loyola University Maryland Retirement Plan · Sponsored by Loyola University Maryland · Maryland · Educational Services
$406M in assets, 1,538 participants
Loyola University Maryland's Loyola University Maryland Retirement Plan reported $406M in total assets and 1,538 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.
- #3,565 in Educational Services (3,735 peers)
Where Loyola University Maryland Retirement Plan sits by assets
Loyola University Maryland Retirement Plan sits in the top 5% of all filed plans by assets, $406M for 1,538 participants (~$264,131/participant), up 12.1% in 2023.
- #3,565
- in Educational Services (3,735 peers)
- +12.1%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Loyola University Maryland Retirement Plan's outsized position by total assets
Loyola University Maryland Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$406,233,714 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
Loyola University Maryland 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. Loyola University Maryland Retirement Plan lands in the large band (1,538 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Loyola University Maryland Retirement Plan reported net income rose from -$68M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Loyola University Maryland Retirement Plan end-of-year assets rose from $362M in the plan year 2022 filing to $406M in the plan year 2023 filing.
- Loyola University Maryland Retirement Plan reported participants rose from 1,385 in the plan year 2022 filing to 1,538 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 520591623 · Loyola University Maryland PY 2023 · Other
Loyola University Maryland Retirement Plan · $406M · 1,538 · 97th
- VS-ST $406M
- VS-ST 1,538
- VS-ST 97th
- VS-ST Other
- VS-ST near Widener University Defined Contribution Retirement Plan
- VS-ST ind #3565
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 Maryland →
Loyola University Maryland Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $362M |
|---|---|
| Net Assets (End of Year) | $406M |
| Net Income | $44M |
| Employer EIN | 520591623 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loyola University Maryland)
Sponsor-wide plan assets over time
All Loyola University Maryland plans reported in each filing year
- Latest sponsor-wide plan assets
- $441M 21.776864841358215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,385 | $362M |
| 2023 | 1 | 1,538 | $406M |
| 2024 | 1 | 1,575 | $441M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Loyola University Maryland Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Widener University Defined Contribution Retirement Plan in PA ($407M); by covered participants it is Seneca Family of Agencies 403(b) Retirement Plan in CA (1,541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($406M here).
- Widener University Defined Contribution Retirement Plan (PA) $407M · 832
- Washington and Lee University Defined Contribution Plan (VA) $408M · 1,288
- The University of Tulsa Defined Contribution Retirement Plan (OK) $403M · 1,127
- Touro 403(b) Plan (NY) $401M · 4,055
Similar participant headcount
Nearest other-state filings by covered participants (1,538 participants); asset peers above are excluded.
- Seneca Family of Agencies 403(b) Retirement Plan (CA) 1,541 · 3 off
- Kencrest Services 403(b) Retirement Plan (PA) 1,542 · 4 off
- Shs 403(b) Plan (PA) 1,533 · 5 off
- University of Miami Retirement Savings Plan II (FL) 1,531 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.