Money Purchase · DOL Form 5500 · 2023

Washington & Jefferson College Money Purchase Plan

Data updated 2026-08-11

$50M
Total assets: 250
Participants: 85th
Percentile by assets: $198,156
Avg per participant

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.

85th percentile by assets (of 127,072 plans)
#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.

$50M
total plan assets (2023 EOY): 250
covered participants: 85th
percentile by assets (of 127,072 plans): $198,156
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Educational Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan reports 250 participants - about 30% of that state average ($50M EOY assets).

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)

Total plan assets by year, all Washington & Jefferson College plans on file

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.

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

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

Compare Washington & Jefferson College Tiaa Cref… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan by total assets, not by location.

Hawaii Tapers' Annuity Plan (HI) $50M · 386
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan (WI) $49M · 1,856
Verrill Dana LLP Pension Plan (ME) $50M · 217
Retirement Plan for Employees of Island Peer Review Organization, Inc. (NY) $49M · 313

Frequently Asked Questions

How did Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan assets move in 2023? ▼

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan grew at a solid clip - up 8.1% during 2023, from $46M to $50M. Reported net income was $4M.

How have Washington & Jefferson College plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Washington & Jefferson College's sponsor-wide assets grew 21.9%, from $94M to $114M.

Where does Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan rank by assets among Form 5500 filers? ▼

Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Hawaii Tapers' Annuity Plan in HI ($50M, 386 participants).

Next read for Washington & Jefferson College Tiaa Cref…

Filing takeaways

Ways to act on Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan's numbers.

By total assets, Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Washington & Jefferson College's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Educational Services plans

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 250965601.