Money Purchase · DOL Form 5500 · 2023
University of Scranton Money Purchase Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 286
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $86,030
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan for Clerical and Maintenance Employees of the University of Scranton · Sponsored by University of Scranton · Pennsylvania · Educational Services
$25M in assets, 286 participants
University of Scranton's Retirement Plan for Clerical and Maintenance Employees of the University of Scranton reported $25M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,256 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton covers 286 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.
- #2,256
- in Educational Services (3,735 peers)
- +14.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton's outsized position by total assets
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,604,590 Top 24% higher than 76% 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 Clerical and Maintenance Employees of the 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 Clerical and Maintenance Employees of the University of Scranton sits mid-pack in the medium band (286 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Clerical and Maintenance Employees of the University of Scranton reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Retirement Plan for Clerical and Maintenance Employees of the University of Scranton end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Retirement Plan for Clerical and Maintenance Employees of the University of Scranton reported participants rose from 253 in the plan year 2022 filing to 286 in the plan year 2023 filing.
DOL schedule card
Filing strip 240795495 · University of Scranton PY 2023 · Money Purchase
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton · $25M · 286 · 76th
- PART $25M
- TYPE 286
- NET 76th
- BOOK Money Purchase
- VS-ST near Local 665 I.a.T.S.E. Annuity Plan
- BOY ind #2256
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 Clerical and Maintenance Employees of the University of Scranton in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 240795495 |
| Plan Effective Date | 1975-06-01 |
| 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
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Local 665 I.a.T.S.E. Annuity Plan in HI ($25M); by covered participants it is Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan in CA (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan (CA) 286 · 0 off
- Retirement Plan for Prior Alcon Employees (NJ) 286 · 0 off
- Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension (AR) 285 · 1 off
- Building Services Local 2 Retirement Plan & Trust (NY) 287 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.