Other · DOL Form 5500 · 2023
Allegheny College Retirement Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 362
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $398,728
- Avg per participant High balance/head
Official DOL plan name: Allegheny College Defined Contribution Retirement Plan · Sponsored by Allegheny College · Pennsylvania · Educational Services
$144M in assets, 362 participants
Allegheny College's Allegheny College Defined Contribution Retirement Plan reported $144M in total assets and 362 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.
- #3,313 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Allegheny College Defined Contribution Retirement Plan covers 362 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $144M.
- #3,313
- in Educational Services (3,735 peers)
- +5.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Allegheny College Defined Contribution Retirement Plan's outsized position by total assets
Allegheny College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$144,339,545 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
Allegheny 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. Allegheny College Defined Contribution Retirement Plan sits mid-pack in the medium band (362 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allegheny College Defined Contribution Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Allegheny College Defined Contribution Retirement Plan end-of-year assets rose from $137M in the plan year 2022 filing to $144M in the plan year 2023 filing.
- Allegheny College Defined Contribution Retirement Plan reported participants fell from 371 in the plan year 2022 filing to 362 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 250965212 · Allegheny College PY 2023 · Other
Allegheny College Defined Contribution Retirement Plan · $144M · 362 · 93rd
- 5500 $144M
- 5500 362
- 5500 93rd
- 5500 Other
- 5500 near 403(b) Retirement Plan of Lawrence General Hospital
- 5500 ind #3313
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 →
Allegheny College Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $7M |
| Employer EIN | 250965212 |
| Plan Effective Date | 1920-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allegheny College)
Sponsor-wide plan assets over time
All Allegheny College plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 10.561094112622303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $137M |
| 2023 | 1 | 362 | $144M |
| 2024 | 1 | 335 | $152M |
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
Allegheny College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Retirement Plan of Lawrence General Hospital in MA ($144M); by covered participants it is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- 403(b) Retirement Plan of Lawrence General Hospital (MA) $144M · 2,001
- Augsburg University Defined Contribution Retirement Plan (MN) $144M · 703
- The Cooper Union Defined Contribution Retirement Plan (NY) $145M · 296
- Milton Academy Retirement Plan (MA) $145M · 401
Similar participant headcount
Nearest other-state filings by covered participants (362 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.