Other · DOL Form 5500 · 2023

Chatham University Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
360
Participants Below avg headcount
91st
Percentile by assets National rank
$256,764
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chatham University Defined Contribution Plan · Sponsored by Chatham University · Pennsylvania · Educational Services

$92M in assets, 360 participants

Chatham University's Chatham University Defined Contribution Plan reported $92M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,131 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Chatham University Defined Contribution Plan covers 360 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $92M.

#3,131
in Educational Services (3,735 peers)
+9.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

Chatham University Defined Contribution Plan vs every filed plan by assets

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

$92,434,873 Top 9% higher than 91% 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

Chatham 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. Chatham University Defined Contribution Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chatham University Defined Contribution Plan reported net income rose from -$16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Chatham University Defined Contribution Plan reported participants rose from 255 in the plan year 2022 filing to 360 in the plan year 2023 filing.
  • Chatham University Defined Contribution Plan end-of-year assets rose from $84M in the plan year 2022 filing to $92M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250717890 · Chatham University PY 2023 · Other

Chatham University Defined Contribution Plan · $92M · 360 · 91st

  • TYPE $92M
  • TYPE 360
  • TYPE 91st
  • TYPE Other
  • TYPE near Kqed Inc. Tax Sheltered Annuity Plan
  • TYPE ind #3131

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 →

Chatham University Defined Contribution Plan in the asset neighbourhood

University of Dallas Defined Contribution Retirement PlanUniversity of Dallas Defined…$93MDominican University of California DC Retirement PlanDominican University of Cali…$93MKqed Inc. Tax Sheltered Annuity PlanKqed Inc. Tax Sheltered Annu…$92MChatham University Defined Contribution PlanChatham University Defined C…$92MCommonwealth Health Corporation 403(b) PlanCommonwealth Health Corporat…$92M
End-of-year total assets ($M) among Chatham University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$92M
Net Income$8M
Employer EIN250717890
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chatham University)

Sponsor-wide plan assets over time

All Chatham University plans reported in each filing year

Latest sponsor-wide plan assets
$97M 14.911817373976097% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $84.4M $97M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 255 $84M
2023 1 360 $92M
2024 1 334 $97M

Nearby Other Plans in Pennsylvania

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

Chatham University Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Chatham University Defined Contribution Plan, Total assets ($B): 0.092434873 · Participants: 360Chatham 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
Chatham University Defined Contribution Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Chatham University Defined Contribution Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is Kqed Inc. Tax Sheltered Annuity Plan in CA ($92M); by covered participants it is Goodwill Serving the Ppl of S La Cty 403(b) Plan in CA (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Chatham University Defined Contribution Plan assets move in 2023? ▼
Chatham University Defined Contribution Plan grew at a solid clip - up 9.5% during 2023, from $84M to $92M. Reported net income was $8M.
How have Chatham University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chatham University's sponsor-wide assets grew 14.9%, from $84M to $97M.
Where does Chatham University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Chatham University Defined Contribution Plan ranks in the 91st 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 Chatham University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Kqed Inc. Tax Sheltered Annuity Plan in CA ($92M, 389 participants).
Which Other plans cover a similar participant headcount to Chatham University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill Serving the Ppl of S La Cty 403(b) Plan in CA (360 participants, $1M 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 250717890.

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.