Other · DOL Form 5500 · 2023
Robert Morris University Retirement Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 413
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $413,205
- Avg per participant High balance/head
Official DOL plan name: Robert Morris University Defined Contribution Retirement Plan · Sponsored by Robert Morris University · Pennsylvania · Educational Services
$171M in assets, 413 participants
Robert Morris University's Robert Morris University Defined Contribution Retirement Plan reported $171M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,368 in Educational Services (3,735 peers)
Where Robert Morris University Defined Contribution Retirement Plan sits by assets
Robert Morris University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $171M for 413 participants (~$413,205/participant), up 5.6% in 2023.
- #3,368
- in Educational Services (3,735 peers)
- +5.6%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Robert Morris University Defined Contribution Retirement Plan's outsized position by total assets
Robert Morris University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,653,535 Top 6% higher than 94% 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
Robert Morris 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. Robert Morris University Defined Contribution Retirement Plan sits mid-pack in the medium band (413 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert Morris University Defined Contribution Retirement Plan reported net income rose from -$37M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Robert Morris University Defined Contribution Retirement Plan reported participants fell from 533 in the plan year 2022 filing to 413 in the plan year 2023 filing.
- Robert Morris University Defined Contribution Retirement Plan end-of-year assets rose from $162M in the plan year 2022 filing to $171M in the plan year 2023 filing.
DOL schedule card
Filing strip 251120678 · Robert Morris University PY 2023 · Other
Robert Morris University Defined Contribution Retirement Plan · $171M · 413 · 94th
- IND $171M
- EOY 413
- 5500 94th
- ASSETS Other
- PCT near Claremont Graduate University Academic Retirement Plan
- EIN ind #3368
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 →
Robert Morris University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $9M |
| Employer EIN | 251120678 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Morris University)
Sponsor-wide plan assets over time
All Robert Morris University plans reported in each filing year
- Latest sponsor-wide plan assets
- $188M 16.082117327851435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $162M |
| 2023 | 1 | 413 | $171M |
| 2024 | 1 | 416 | $188M |
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
Robert Morris University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Claremont Graduate University Academic Retirement Plan in CA ($171M); by covered participants it is Robert F. Kennedy Community Alliance 403(b) Plan in MA (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- Claremont Graduate University Academic Retirement Plan (CA) $171M · 515
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) $171M · 2,839
- Norwich University Defined Contribution Retirement Plan (VT) $170M · 1,126
- Ochsner Clinic Foundation 403(b) Plan (LA) $171M · 32,372
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Robert F. Kennedy Community Alliance 403(b) Plan (MA) 413 · 0 off
- Purdue Research Foundation Defined Contribution Retirement Plan (IN) 413 · 0 off
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan (NC) 413 · 0 off
- Nazareth University Defined Contribution Retirement Plan (NY) 413 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.