Other · DOL Form 5500 · 2023
Neumann University Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 438
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $134,429
- Avg per participant Near avg balance/head
Official DOL plan name: Neumann University Defined Contribution Retirement Plan · Sponsored by Neumann University · Pennsylvania · Educational Services
$59M in assets, 438 participants
Neumann University's Neumann University Defined Contribution Retirement Plan reported $59M in total assets and 438 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,872 in Educational Services (3,735 peers)
Where Neumann University Defined Contribution Retirement Plan sits by assets
Neumann University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $59M for 438 participants (~$134,429/participant), up 8.8% in 2023.
- #2,872
- in Educational Services (3,735 peers)
- +8.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Neumann University Defined Contribution Retirement Plan's outsized position by total assets
Neumann University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,880,036 Top 13% higher than 87% 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
Neumann University Defined Contribution 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. Neumann University Defined Contribution Retirement Plan sits mid-pack in the medium band (438 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Neumann University Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Neumann University Defined Contribution Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Neumann University Defined Contribution Retirement Plan reported participants rose from 416 in the plan year 2022 filing to 438 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231657958 · Neumann University PY 2023 · Other
Neumann University Defined Contribution Retirement Plan · $59M · 438 · 87th
- SCH $59M
- SCH 438
- SCH 87th
- SCH Other
- SCH near St. George's School Defined Contribution Retirement Plan
- SCH ind #2872
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 →
Neumann University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $5M |
| Employer EIN | 231657958 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neumann University)
Sponsor-wide plan assets over time
All Neumann University plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 17.099902001576744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 416 | $54M |
| 2023 | 1 | 438 | $59M |
| 2024 | 1 | 442 | $63M |
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
Neumann University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is St. George's School Defined Contribution Retirement Plan in RI ($59M); by covered participants it is Eden Autism Services, Inc. 403(b) Retirement Plan in NJ (438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.
- Eden Autism Services, Inc. 403(b) Retirement Plan (NJ) 438 · 0 off
- Versiti 403(b) Retirement Plan (WI) 439 · 1 off
- Conservation International 403(b) Savings Plan (VA) 439 · 1 off
- Authoracare Collective 403(b) Retirement Savings Plan (NC) 439 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.