Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Robert Morris University Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Robert Morris University · Pennsylvania · Educational Services

What the 2023 filing shows

Robert Morris University Defined Contribution Retirement Plan holds $171M for 413 participants — about $413,205 per participant, up 5.6% over the 2023 plan year.

$171M
total plan assets (2023 EOY)
413
covered participants
$413,205
avg assets per participant
+5.6%
assets growth YoY
Total Assets (2023)
$171M
Participants
413
State
Industry
Educational Services

What the Filing Says About Robert Morris University Defined Contribution Retirement Plan

Robert Morris University Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by Robert Morris University, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $171M in total end-of-year assets and covers 413 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 251120678, and the plan has been effective since 1963-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $162M at the beginning of 2023 to $171M at year-end — a gain of 5.6%. Net assets (after liabilities) closed the year at $171M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$162M
Total Assets (End of Year)$171M
Net Assets (End of Year)$171M
Net Income$9M
Plan TypeProfit Sharing
Employer EIN251120678
Plan Effective Date1963-10-01
Filing StatusFILING 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 Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Robert Morris University Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Robert Morris University Defined Contribution Retirement Plan holds $171M in total assets with 413 participants. It is sponsored by Robert Morris University.
What type of plan is Robert Morris University Defined Contribution Retirement Plan?
Robert Morris University Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 1963-10-01. The plan is filed with the U.S. Department of Labor under EIN 251120678.
Who sponsors the Robert Morris University Defined Contribution Retirement Plan?
Robert Morris University Defined Contribution Retirement Plan is sponsored by Robert Morris University, located in Pennsylvania. The sponsor's EIN is 251120678 and the plan operates in the Educational Services industry.
How did Robert Morris University Defined Contribution Retirement Plan perform in 2023?
Robert Morris University Defined Contribution Retirement Plan grew by 5.6% during 2023, moving from $162M to $171M in total assets. Net income was $9M.
Where can I find official filings for Robert Morris University Defined Contribution Retirement Plan?
Official Form 5500 filings for Robert Morris University Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251120678 or plan name at efast.dol.gov.
How does Robert Morris University Defined Contribution Retirement Plan compare to other plans?
You can compare Robert Morris University Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 251120678.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.