Other · DOL Form 5500 · 2023

University of Scranton Retirement Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
699
Participants Below avg headcount
91st
Percentile by assets National rank
$141,802
Avg per participant Near avg balance/head
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Official DOL plan name: The University of Scranton 403(b) Plan · Sponsored by University of Scranton · Pennsylvania · Educational Services

$99M in assets, 699 participants

University of Scranton's The University of Scranton 403(b) Plan reported $99M in total assets and 699 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.

  • #3,169 in Educational Services (3,735 peers)

Where The University of Scranton 403(b) Plan sits by assets

The University of Scranton 403(b) Plan sits in the top 10% of all filed plans by assets, $99M for 699 participants (~$141,802/participant), up 13.8% in 2023.

#3,169
in Educational Services (3,735 peers)
+13.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The University of Scranton 403(b) Plan's outsized position by total assets

The University of Scranton 403(b) Plan vs every filed plan by assets

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

$99,119,635 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

The University of Scranton 403(b) 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. The University of Scranton 403(b) Plan sits mid-pack in the medium band (699 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University of Scranton 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The University of Scranton 403(b) Plan end-of-year assets rose from $87M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • The University of Scranton 403(b) Plan reported participants rose from 622 in the plan year 2022 filing to 699 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 240795495 · University of Scranton PY 2023 · Other

The University of Scranton 403(b) Plan · $99M · 699 · 91st

  • RANK $99M
  • PHOTO 699
  • IND 91st
  • EOY Other
  • 5500 near The University of the Arts Defined Contribution Retirement Plan
  • ASSETS ind #3169

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 →

The University of Scranton 403(b) Plan in the asset neighbourhood

The University of Scranton 403(b) PlanThe University of Scranton 4…$99MThe University of the Arts Defined Contribution Retirement PlanThe University of the Arts D…$99MBenedictine University Defined Contribution Retirement PlanBenedictine University Defin…$99MMontclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity PlanMontclair Kimberley Academy …$99MRye Country Day School 403(b) PlanRye Country Day School 403(b…$99M
End-of-year total assets ($M) among The University of Scranton 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$99M
Net Income$12M
Employer EIN240795495
Plan Effective Date1969-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Scranton)

Sponsor-wide plan assets over time

All University of Scranton plans reported in each filing year

Latest sponsor-wide plan assets
$285M 21.28785949263764% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $235M $285M ▲ +21.3%
Year Plans Participants Total Assets
2022 3 1,470 $235M
2023 3 1,617 $269M
2024 3 1,538 $285M

Nearby Other Plans in Pennsylvania

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

The University of Scranton 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The University of Scranton 403(b) Plan, Total assets ($B): 0.099119635 · Participants: 699The University of Scranton 403(b) 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
The University of Scranton 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare The University of Scranton 403(b) Plan side-by-side with 3 peers →

The University of Scranton 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The University of the Arts Defined Contribution Retirement Plan in NJ ($99M); 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 The University of Scranton 403(b) Plan assets move in 2023? ▼
The University of Scranton 403(b) Plan grew at a solid clip - up 13.8% during 2023, from $87M to $99M. Reported net income was $12M.
How have University of Scranton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Scranton's sponsor-wide assets grew 21.3%, from $235M to $285M.
Where does The University of Scranton 403(b) Plan rank by assets among Form 5500 filers? ▼
The University of Scranton 403(b) 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 The University of Scranton 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The University of the Arts Defined Contribution Retirement Plan in NJ ($99M, 286 participants).
Which Other plans cover a similar participant headcount to The University of Scranton 403(b) 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).

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 240795495.

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.