Other · DOL Form 5500 · 2023
Juniata College Retirement Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 338
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $387,333
- Avg per participant High balance/head
Official DOL plan name: Juniata College Retirement Plan · Sponsored by Juniata College · Pennsylvania · Educational Services
$131M in assets, 338 participants
Juniata College's Juniata College Retirement Plan reported $131M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,284 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Juniata College Retirement Plan covers 338 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $131M.
- #3,284
- in Educational Services (3,735 peers)
- +9.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Juniata College Retirement Plan's outsized position by total assets
Juniata College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,918,650 Top 7% higher than 93% 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
Juniata College Retirement 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. Juniata College Retirement Plan sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Juniata College Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Juniata College Retirement Plan reported participants fell from 399 in the plan year 2022 filing to 338 in the plan year 2023 filing.
- Juniata College Retirement Plan end-of-year assets rose from $120M in the plan year 2022 filing to $131M in the plan year 2023 filing.
DOL schedule card
Filing strip 231352652 · Juniata College PY 2023 · Other
Juniata College Retirement Plan · $131M · 338 · 93rd
- VS-ST $131M
- VS-ST 338
- VS-ST 93rd
- VS-ST Other
- VS-ST near Staffco of Brooklyn, LLC 403(b) Plan
- VS-ST ind #3284
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 →
Juniata College Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $11M |
| Employer EIN | 231352652 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Juniata College)
Sponsor-wide plan assets over time
All Juniata College plans reported in each filing year
- Latest sponsor-wide plan assets
- $138M 14.993214910988648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 399 | $120M |
| 2023 | 1 | 338 | $131M |
| 2024 | 1 | 338 | $138M |
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
Juniata College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Staffco of Brooklyn, LLC 403(b) Plan in NY ($131M); by covered participants it is Icahn Charter School Retirement Savings Plan in NY (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Icahn Charter School Retirement Savings Plan (NY) 338 · 0 off
- Healthpoint 403(b) Savings Plan (WA) 338 · 0 off
- 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. (VA) 338 · 0 off
- The Benjamin School Defined Contribution Plan (FL) 338 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.