Money Purchase · DOL Form 5500 · 2023
Washington & Jefferson College Money Purchase Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 250
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $198,156
- Avg per participant Above avg balance/head
Official DOL plan name: Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan · Sponsored by Washington & Jefferson College · Pennsylvania · Educational Services
$50M in assets, 250 participants
Washington & Jefferson College's Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reported $50M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #2,760 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan covers 250 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $50M.
- #2,760
- in Educational Services (3,735 peers)
- +8.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan's outsized position by total assets
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,539,041 Top 15% higher than 85% 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
Washington & Jefferson College Tiaa Cref Group Retirement Annuity 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. Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reported participants fell from 302 in the plan year 2022 filing to 250 in the plan year 2023 filing.
- Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan end-of-year assets rose from $46M in the plan year 2022 filing to $50M in the plan year 2023 filing.
DOL schedule card
Filing strip 250965601 · Washington & Jefferson College PY 2023 · Money Purchase
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan · $50M · 250 · 85th
- PART $50M
- TYPE 250
- NET 85th
- BOOK Money Purchase
- VS-ST near Hawaii Tapers' Annuity Plan
- BOY ind #2760
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 →
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $4M |
| Employer EIN | 250965601 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington & Jefferson College)
Sponsor-wide plan assets over time
All Washington & Jefferson College plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 21.893532678419668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 656 | $94M |
| 2023 | 2 | 582 | $104M |
| 2024 | 2 | 554 | $114M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Hawaii Tapers' Annuity Plan in HI ($50M); by covered participants it is Mdrc Pension Plan in NY (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Mdrc Pension Plan (NY) 249 · 1 off
- Fidelity Money Purchase Plan (IA) 249 · 1 off
- Delta Dental of Missouri Money Purchase Pension Plan (MO) 249 · 1 off
- University of Maryland Physicians, P.a. Money Purchase Pension Plan and Trust (MD) 249 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.