Money Purchase · DOL Form 5500 · 2023
University of Scranton Money Purchase Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 632
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $229,703
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton · Sponsored by University of Scranton · Pennsylvania · Educational Services
$145M in assets, 632 participants
University of Scranton's Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton reported $145M in total assets and 632 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.
- #3,316 in Educational Services (3,735 peers)
Where Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton sits by assets
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton sits in the top 10% of all filed plans by assets, $145M for 632 participants (~$229,703/participant), up 15.2% in 2023.
- #3,316
- in Educational Services (3,735 peers)
- +15.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton's outsized position by total assets
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$145,172,051 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
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton 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. Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton sits mid-pack in the medium band (632 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton reported net income rose from -$751K in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton end-of-year assets rose from $126M in the plan year 2022 filing to $145M in the plan year 2023 filing.
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton reported participants rose from 595 in the plan year 2022 filing to 632 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 240795495 · University of Scranton PY 2023 · Money Purchase
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton · $145M · 632 · 93rd
- PART $145M
- PART 632
- PART 93rd
- PART Money Purchase
- PART near Greater Texas IBEW NECA Annuity Plan
- PART ind #3316
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 →
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $19M |
| Employer EIN | 240795495 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,470 | $235M |
| 2023 | 3 | 1,617 | $269M |
| 2024 | 3 | 1,538 | $285M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Dentons Cohen & Grigsby P.C. Pension Plan $143M · 182
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Greater Texas IBEW NECA Annuity Plan in TX ($146M); by covered participants it is The New England Center for Children, Inc. Target Benefit Plan in MA (628 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Greater Texas IBEW NECA Annuity Plan (TX) $146M · 1,683
- Massachusetts Mutual Life Insurance Company Agent Pension Plan (MA) $144M · 375
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) $143M · 4,097
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan (RI) $143M · 994
Similar participant headcount
Nearest other-state filings by covered participants (632 participants); asset peers above are excluded.
- The New England Center for Children, Inc. Target Benefit Plan (MA) 628 · 4 off
- I.a.H.F.I.a.W. Local No. 32 - Annuity Fund (NJ) 628 · 4 off
- Mcphs University Pension Plan (MA) 636 · 4 off
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) 626 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.