Other · DOL Form 5500 · 2023

Elizabethtown College Retirement Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
699
Participants Below avg headcount
93rd
Percentile by assets National rank
$213,356
Avg per participant Above avg balance/head
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Official DOL plan name: Elizabethtown College Defined Contribution Retirement Plan · Sponsored by Elizabethtown College · Pennsylvania · Educational Services

$149M in assets, 699 participants

Elizabethtown College's Elizabethtown College Defined Contribution Retirement Plan reported $149M in total assets and 699 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.

  • #3,323 in Educational Services (3,735 peers)

Where Elizabethtown College Defined Contribution Retirement Plan sits by assets

Elizabethtown College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $149M for 699 participants (~$213,356/participant), up 9.1% in 2023.

#3,323
in Educational Services (3,735 peers)
+9.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Elizabethtown College Defined Contribution Retirement Plan's outsized position by total assets

Elizabethtown College Defined Contribution Retirement Plan vs every filed plan by assets

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

$149,135,919 Top 7% higher than 93% 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

Elizabethtown College 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. Elizabethtown College Defined Contribution Retirement Plan sits mid-pack in the medium band (699 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elizabethtown College Defined Contribution Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Elizabethtown College Defined Contribution Retirement Plan reported participants rose from 480 in the plan year 2022 filing to 699 in the plan year 2023 filing.
  • Elizabethtown College Defined Contribution Retirement Plan end-of-year assets rose from $137M in the plan year 2022 filing to $149M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231352632 · Elizabethtown College PY 2023 · Other

Elizabethtown College Defined Contribution Retirement Plan · $149M · 699 · 93rd

  • PCT $149M
  • PCT 699
  • PCT 93rd
  • PCT Other
  • PCT near Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan
  • PCT ind #3323

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 →

Elizabethtown College Defined Contribution Retirement Plan in the asset neighbourhood

Inova Health System 403(b) PlanInova Health System 403(b) P…$149MElizabethtown College Defined Contribution Retirement PlanElizabethtown College Define…$149MKuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanKuakini Health System 403(b)…$149MCommunity Hospital Corporation Employees' 403(b) PlanCommunity Hospital Corporati…$149MUniversity Physicians and Surgeons, Inc. Retirement PlanUniversity Physicians and Su…$149M
End-of-year total assets ($M) among Elizabethtown College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$149M
Net Income$12M
Employer EIN231352632
Plan Effective Date1946-11-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Elizabethtown College)

Sponsor-wide plan assets over time

All Elizabethtown College plans reported in each filing year

Latest sponsor-wide plan assets
$154M 12.656972999939711% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $137M $154M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 480 $137M
2023 1 699 $149M
2024 1 724 $154M

Nearby Other Plans in Pennsylvania

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

Elizabethtown College Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Elizabethtown College Defined Contribution Retirement Plan, Total assets ($B): 0.149135919 · Participants: 699Elizabethtown College Defined Contribution Retirement 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
Elizabethtown College Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Elizabethtown College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI ($149M); by covered participants it is The Metropolitan Museum of Art 403(b) Voluntary Contribution Plan in NY (700 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (699 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 Elizabethtown College Defined Contribution Retirement Plan assets move in 2023? ▼
Elizabethtown College Defined Contribution Retirement Plan grew at a solid clip - up 9.1% during 2023, from $137M to $149M. Reported net income was $12M.
How have Elizabethtown College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elizabethtown College's sponsor-wide assets grew 12.7%, from $137M to $154M.
Where does Elizabethtown College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Elizabethtown College Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Elizabethtown College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI ($149M, 871 participants).
Which Other plans cover a similar participant headcount to Elizabethtown College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Metropolitan Museum of Art 403(b) Voluntary Contribution Plan in NY (700 participants, $43M in assets).