Other · DOL Form 5500 · 2023
Robert Morris University Retirement Plan
Data updated 2026-08-11
- $171M
- Total assets
- 413
- Participants
- 94th
- Percentile by assets
- $413,205
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $171M
- total plan assets (2023 EOY)
- 413
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $413,205
- avg assets per participant
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.
Robert Morris University Defined Contribution Retirement Plan vs the 2023 asset distribution
By assets, Robert Morris University Defined Contribution Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Robert Morris University Defined Contribution 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 Robert Morris University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Robert Morris University Defined Contribution Retirement Plan's numbers.
- By total assets, Robert Morris University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Robert Morris University's sponsor-wide assets have grown 16.1% since 2022 across 3 plan years on file. More Educational Services plans