Other · DOL Form 5500 · 2023

Carlow University Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
337
Participants Below avg headcount
86th
Percentile by assets National rank
$158,648
Avg per participant Above avg balance/head
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Official DOL plan name: Carlow University Defined Contribution Plan · Sponsored by Carlow University · Pennsylvania · Educational Services

$53M in assets, 337 participants

Carlow University's Carlow University Defined Contribution Plan reported $53M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,814 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Carlow University Defined Contribution Plan covers 337 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

#2,814
in Educational Services (3,735 peers)
+8.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Carlow University Defined Contribution Plan's outsized position by total assets

Carlow University Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$53,464,338 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Carlow University Defined Contribution 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. Carlow University Defined Contribution Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carlow University Defined Contribution Plan reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Carlow University Defined Contribution Plan reported participants rose from 291 in the plan year 2022 filing to 337 in the plan year 2023 filing.
  • Carlow University Defined Contribution Plan end-of-year assets rose from $49M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 250965438 · Carlow University PY 2023 · Other

Carlow University Defined Contribution Plan · $53M · 337 · 86th

  • RANK $53M
  • PHOTO 337
  • IND 86th
  • EOY Other
  • 5500 near Nonprofit Association of the Midlands 403(b) Plan
  • ASSETS ind #2814

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 →

Carlow University Defined Contribution Plan in the asset neighbourhood

National Committee for Quality Assurance 403(b) PlNational Committee for Quali…$54MCarlow University Defined Contribution PlanCarlow University Defined Co…$53MNonprofit Association of the Midlands 403(b) PlanNonprofit Association of the…$53MDuncan Regional Hospital 403(b) PlanDuncan Regional Hospital 403…$53MThe Morgan Library and Museum 403(b) DC PlanThe Morgan Library and Museu…$53M
End-of-year total assets ($M) among Carlow University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN250965438
Plan Effective Date1956-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carlow University)

Sponsor-wide plan assets over time

All Carlow University plans reported in each filing year

Latest sponsor-wide plan assets
$56M 14.10185474371434% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $49.2M $56.1M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 291 $49M
2023 1 337 $53M
2024 1 362 $56M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Carlow University Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Carlow University Defined Contribution Plan, Total assets ($B): 0.053464338 · Participants: 337Carlow University Defined Contribution PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Carlow University Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Carlow University Defined Contribution Plan side-by-side with 3 peers →

Carlow University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Nonprofit Association of the Midlands 403(b) Plan in NE ($53M); by covered participants it is Community Living Alliance 403(b) Plan in WI (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carlow University Defined Contribution Plan assets move in 2023? ▼
Carlow University Defined Contribution Plan grew at a solid clip - up 8.7% during 2023, from $49M to $53M. Reported net income was $4M.
How have Carlow University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carlow University's sponsor-wide assets grew 14.1%, from $49M to $56M.
Where does Carlow University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Carlow University Defined Contribution Plan ranks in the 86th 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 Other plans are similar in size to Carlow University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Nonprofit Association of the Midlands 403(b) Plan in NE ($53M, 3,715 participants).
Which Other plans cover a similar participant headcount to Carlow University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Living Alliance 403(b) Plan in WI (337 participants, $3M in assets).

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 250965438.

Read our methodology - how this data is sourced, computed, and verified.

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