Other · DOL Form 5500 · 2023
Moravian Academy Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $227,603
- Avg per participant Above avg balance/head
Official DOL plan name: Moravian Academy 403(b) DC Plan · Sponsored by Moravian Academy · Pennsylvania · Educational Services
$43M in assets, 188 participants
Moravian Academy's Moravian Academy 403(b) DC Plan reported $43M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,649 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Moravian Academy 403(b) DC Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $43M.
- #2,649
- in Educational Services (3,735 peers)
- +39.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Moravian Academy 403(b) DC Plan's outsized position by total assets
Moravian Academy 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,789,402 Top 16% higher than 84% 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
Moravian Academy 403(b) DC 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. Moravian Academy 403(b) DC Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Moravian Academy 403(b) DC Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Moravian Academy 403(b) DC Plan end-of-year assets rose from $31M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Moravian Academy 403(b) DC Plan reported participants rose from 162 in the plan year 2022 filing to 188 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 240829838 · Moravian Academy PY 2023 · Other
Moravian Academy 403(b) DC Plan · $43M · 188 · 84th
- NET $43M
- BOOK 188
- VS-ST 84th
- BOY Other
- SCH near Options Educational 403(b) Retirement Plan
- EBSA ind #2649
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 →
Moravian Academy 403(b) DC Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $5M |
| Employer EIN | 240829838 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moravian Academy)
Sponsor-wide plan assets over time
All Moravian Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 50.23541539120634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $31M |
| 2023 | 1 | 188 | $43M |
| 2024 | 1 | 230 | $46M |
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
Moravian Academy 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Options Educational 403(b) Retirement Plan in CA ($43M); by covered participants it is Charlotte Christian School Retirement Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Options Educational 403(b) Retirement Plan (CA) $43M · 781
- The Exploratorium Retirement Plan (CA) $43M · 482
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan (OH) $43M · 425
- The Boys' Latin School Retirement Plan (MD) $43M · 131
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Charlotte Christian School Retirement Plan (NC) 188 · 0 off
- 403(b) Thrift Plan of Creative Child Care, Inc. (CA) 188 · 0 off
- Leaders in Our Neighborhood Charter School 403(b) DC Plan (NY) 188 · 0 off
- Corus International Inc. 403b Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.